How to share files and folders in OneDrive for Business (Video)

Your OneDrive is your place to store and manage files you use regularly. Occasionally, you may wish to share files and folders with others, however. Learn how to share with different levels of access (i.e. view vs edit) in this lesson.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Sharing files

When you share a file, you have four link types to choose from. The image below color codes the options you get with each. Anyone with the link gets the most configurable settings. People in your company and Specific people get everything except expiration date and password. People with existing access doesn’t modify permissions at all so it has no unique settings.

You’ll only see Open in review mode only as an option if the file is a Word doc and you’re allowing editing.

You can only Block download (includes print) if disallowing (unchecking) editing.

After you click Apply, you don’t have to enter a name or message. In most cases, it’s fine to click Copy link and share that with whomever you’re granting access. And sometimes you may use that copied link on a SharePoint page, org-wide email, etc. rather than sharing with just a few people.

Specific people is the only link type that requires a signed in user to be someone you’ve specified. It is the most secure option (other than People with existing access which doesn’t change permissions at all).

Co-authoring with people you’ve shared edit rights with

Co-authoring allows anyone with edit permissions to a file to be in the file simultaneously making edits. This works for Word, Excel, PowerPoint, and OneNote. If you’re wanting to use the desktop apps for co-authoring, be sure you’re using the most current (Office 365) version of Office and not a year-specific version like Office 2016.

Sharing folders

You can share folders in the same way you share files, but the benefit to sharing folders is that each file inside the folder inherits the shared folder’s permissions (so it saves you time sharing each individual file). You might use this for processes where you drop files in a particular folder regularly that someone else can access (or even help contribute to).

You can add additional access to a particular file inside a shared folder by sharing the file itself (but it’ll still be shared with those granted rights at the folder level).

Managing access

Manage access by clicking Share > More options () > Manage access -or- by selecting the file > open the details pane (i) > Manage access.

You can click Stop sharing to remove all links and direct access other than yourself (in OneDrive) or all owners (in SharePoint).

You can remove links shared previously individually by using the ellipsis (three dots) next to a link shown in the Manage access panel.

You can also make changes to the settings of a shared link if the the link was Anyone with the link or Specific people type.

Shared with you and Shared by you

Click Shared from the left navigation to easily find files shared with you and shared by you. You can also share files again or manage access from this page.

Additional resources

How to organize, copy, and move files in OneDrive for Business (Video)

Learn how to manage your OneDrive files through organization, copying and moving, and more in this lesson.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Organizing, moving, and copying

  • In OneDrive, you can use folders (whether uploaded or created from the New button) to organize files. You can have multiple levels of folders.
  • You can drag-and-drop files into and out of folders (use the breadcrumb menu to drag files up a level).
  • Select files and/or folders and use Move to and Copy to to move files inside or outside your OneDrive. If moving or copying files outside your OneDrive, you can select a SharePoint site’s document library as a destination. You can also create new folders from the Move to and Copy to panels.

Sorting, filtering, and searching

  • Use column headers in My filesRecent, and Shared to quickly group, sort, or filter your files.
  • Use view settings (upper right) to change sort or style.
  • You can use the filters pane in Shared to narrow down results and find what you’re seeking more quickly.
  • You can use search to find files quickly as well – it searches file names as well as their contents.

How to create and edit files in the Microsoft 365 Office web apps (Video)

Whether you’re in OneDrive, SharePoint, or Teams, you’re bound to run into the Office web apps (the web-based versions of Word, Excel, PowerPoint, etc.) at some point. Learn how to create and edit files completely online without needing any Office desktop apps installed on your machine. We’ll also cover interesting and useful features like the Immersive Reader.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Create files and use the Office web apps

  • When you create a new file from OneDrive (using the New button), it’ll open in an Office web app (Word Online, Excel Online, PowerPoint Online, OneNote Online, etc.) – a browser-based version of the application. 
  • Be sure to switch from the simplified ribbon in the web app to the classic ribbon if you want it to more closely match the desktop experience visually.
  • Be sure to rename any new files by clicking on the document title in the title bar (by default, it’ll name your new file to something like Document.docx, Presentation.pptx, etc.).

Edit files

  • You can open a OneDrive or SharePoint document in the desktop version of an app by selecting Open in Desktop app from inside the document itself. You can also select the document from OneDrive, then choose Open > Open in app from the ribbon menu (so you don’t have to open a document first to go straight to the desktop version).
  • Editing a file in OneDrive is as simple as opening the file – it’s immediately ready to be edited once opened and Autosave is on automatically as long as it’s a cloud-based document in Microsoft 365 (saved in OneDrive or SharePoint). Note: To use Autosave in the desktop version of Office apps, you must have the Office 365 suite installed on your machine and not Office 2016 (or another year).

Additional resources

Upload files and folders to OneDrive for Business (Video)

This lesson demonstrates how you can upload existing files and folders from your local machine or a shared network drive to your OneDrive for Business. Doing so puts your files in the cloud, giving you access to your files anywhere, anytime, on any device.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

You can use the Upload button to upload one or many files, or a folder (or several) which will include any sub-folder structures and their files.
You can also drag-and-drop files from a local location (shared network drive, your desktop, etc.) via File Explorer into your browser with OneDrive open. This includes the ability to drag into a specific folder in OneDrive.

Additional resources

What is Microsoft OneDrive for Business? Intro and navigation (Video)

In this lesson, you’ll learn how to find and navigate Microsoft OneDrive for Business. There are 9 more lessons in this chapter on OneDrive.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Office.com is an easy site URL to remember that can get you into Outlook, OneDrive, SharePoint, Teams, and more quickly. Just access and sign-in with your work or school account from any device.

Your OneDrive is your private document storage and collaboration space in your organization. Everything is private to you until you share it with others, which you can verify using the Sharing column of My Files, or by going to Shared (left nav) and selecting Shared by you.

Anything you see listed under Quick Access is not OneDrive, but shared document libraries that live on SharePoint sites of which you’re a member. You are not the sole owner of these files.

Use the Details pane to find activity history for your entire OneDrive. You can also select a file, then the Details pane (or vice verse), for a file preview, access management, and activity history for that individual file.

Use Search to quickly find content you’re looking for. Just be sure to change the search scope if you want to look exclusively in your OneDrive instead of across all of Microsoft 365 files (which includes all SharePoint sites of which you’re a member).

Additional resources

How to get a custom YouTube channel URL

By default, your YouTube channel URL is a string of alphanumeric text. For example, mine is https://www.youtube.com/channel/UC0s4qIpcaai5hLoJP-WTsPA. But you can customize this to something more concise and on-brand such as https://www.youtube.com/c/NateChamberlain.

YouTube recently changed the way you customize your channel’s URL. Below I’ll detail the current steps. But before we do, there are some restrictions on who is eligible to change their URL. You can change your URL up to 3 times per year, and are eligible to do so as long as:

  • You have 100+ subscribers
  • Your channel is 30+ days old
  • You’ve uploaded a profile picture
  • You’ve uploaded a banner image

Assuming you meet all the criteria listed above, you’re ready to customize your YouTube URL following these steps:

How to get a custom YouTube channel URL

  1. Sign into YouTube Studio at https://studio.youtube.com/
  2. Click on Customization from the left-hand navigation menu
  3. Select Basic info at the top
  4. Find the Channel URL section, and select Set a custom URL for your channel
  5. YouTube will suggest a URL based on your channel, or you can type in a completely custom URL.
  6. Click Publish in the upper-right corner then Confirm.
Custom URL section of Customization in YouTube Studio

Tip: Shoutout to Shawn Keene for adding that your custom URL has a /c/ in it, but will work without it, too. For example, you may see https://www.youtube.com/c/NateChamberlain in your settings, but you can advertise and promote the URL without /c/ like https://www.youtube.com/NateChamberlain for a cleaner, more professional (and memorable!) URL.

How to change an existing custom YouTube channel URL

To change an existing custom YouTube URL, you’ll first have to delete the one you currently have. Then we can create the new one. Keep in mind you can only change your URL up to 3 times per year. Here are the steps:

  1. Sign into YouTube Studio at https://studio.youtube.com/
  2. Click on Customization from the left-hand navigation menu
  3. Select Basic info at the top
  4. Find the Channel URL section, and select Delete below your current custom URL
  5. This redirects you to your Google account. From here, find and select your current YouTube Custom URL in the About section.
Your YouTube custom URL as shown in your Google account
  1. Click Remove.
  2. Return to YouTube Studio at https://studio.youtube.com/. If you’re already on Customization > Basic info, skip to step 10. You may need to refresh the page if your old URL is still shown.
  3. Click on Customization from the left-hand navigation menu
  4. Select Basic info at the top
  5. Find the Channel URL section, and select Set a custom URL for your channel
  6. YouTube will suggest a URL based on your channel, or you can type in a completely custom URL.
  7. Click Publish in the upper-right corner then Confirm.

Learn more at Google’s support page for custom YouTube URLs.