Help Accessing Files on SharePoint and OneDrive

Help Accessing Files on SharePoint and OneDrive

SharePoint

SharePoint on the Web:

  • Go to Portal.Office.com > Login > once logged in, go to the dots in the upper left and click to find Microsoft apps > go to SharePoint

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  1. Once on SharePoint, search for the site or find it on the left column. If trouble finding the site, go to method #2

Teams:

  • Click on the Teams tab on the left near the chat icon > click on the team you want to access and click on the channel (general, etc.) > at the top click the "Files" tab > click on the dots and open in SharePoint 

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  1. Once the site opens in the web browser, click the star to favorite the site and always have easy access to it
  2. Click Documents to view the files saved in the SharePoint site

 

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 ** From here please use method 1 to access SharePoint. Files can be moved from File Explorer to SharePoint easily

 ** Bookmark/Favorite and Save SharePoint Sites

 OneDrive

  1. OneDrive is the Blue Cloud Icon in the bottom-right corner of the taskbar, next to the Time and Date.

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  1. Most of these issues can be resolved by clicking the OneDrive icon > clicking the gear icon > quitting > then searching OneDrive and reopening

 
  1. Can also open Task manager > sort by processes > scroll to find any OneDrive processes and end them > reopen OneDrive

Files is not opening to the most recent version:

  1. Check OneDrive is open and up to date
  2. Reopen from the SharePoint Site on the Web
  3. Follow the Article "Browser cleanup and updates."
  4. Reopen from SharePoint, try rebooting and reopening from SharePoint again.

If those don't work, then check Version History:

  1. SharePoint Site > documents > three dots next to the file > version history
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Reopen with the correct version:

  1. From here, it should save the most recent version. If it does not, then you can save a copy of the up-to-date version, rename the original, and then rename the copy to the original and save it back into SharePoint
  2. The fastest way to save a File into the SharePoint Shared Drive is to save the file in SharePoint, where it will be located
  3. This will automatically save it to the Cloud in the correct location.

Permissions:

If you need to update Permissions, please see IT