Working With Files in Sharepoint and OneDrive

Files and folders in SharePoint and OneDrive can be manipulated in much the same way as you would on your computer.  The following steps detail how to work with files and folders in OneDrive and SharePoint and can be used on any device and platform.

 

 

Table of Contents

• Create a new File or Folder
• Move or Copy Files or Folders
• Upload or Sync Files
• Delete Files

 

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Create a New File or Folder

 

Via a Web Browser

 

1.  Navigate to the OneDrive for Business website (https://growthforce-my.sharepoint.com/) or the SharePoint website (https://growthforce.sharepoint.com)

 

2.  Click New on the library toolbar

 

 

          

 

3.  Select the desired file type or Folder to create

 

 

Notes:
If you are creating a folder, you'll be asked to provide a name after selecting the Folder option from the new menu.   If you are creating an Office file, the new file will immediately open in a new tab.  Changes you make to this file will be automatically saved.

 

 

 

On your Computer

 

1.  Open File Explorer or Finder and navigate to the SharePoint or OneDrive library.

 

2.  Right-click on any open space in the window and select New

 

 

 

3.  Select the desired file type or Folder to create.  Selecting an Office file type will immediately open the new file in the corresponding desktop application.

 

 

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Move or Copy Files and Folders

 

Via a Web Browser

 

1.  Navigate to the OneDrive for Business website (https://growthforce-my.sharepoint.com/) or the SharePoint website (https://growthforce.sharepoint.com)

 

2.  Hover your mouse over the file or folder you wish to move and click the circular check button to select it.  Repeat this for every other file or folder you wish to copy or move.

 

 

 

3.  Select Move To or Copy To in the library toolbar.

 

 

4.  Select the destination from the pop-out pane. Items in a SharePoint library can be moved to a folder in the same library, another SharePoint library you have access to, or your OneDrive.

 

 

The file will be moved or copied to the selected destination.

 

 

 

On your Computer

 

1.  Open File Explorer or Finder and navigate to the SharePoint or OneDrive library.

 

2.  Right-click on the file or folder you want to copy or move and select Cut to move or Copy to copy.

 

 

 

3.  Navigate to the destination in File Explorer or Finder.  This can be any mapped cloud location (SharePoint, OneDrive, Dropbox, etc.) or a local destination (Documents or Desktop).

 

4.  Right-click on any empty space in the destination and select Paste.

 

 

 

Efficiency Tip
With the file or folder highlighted, press Ctrl + C on your keyboard to copy, Ctrl + X to cut/move, and Ctrl + V to paste.   You can also drag-and-drop any item or group of items to a new destination to move them.

 

 

If moved or copied to a cloud location, the file or folder will begin syncing immediately.

 

 

 

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Upload or Sync Files

 

Via a Web Browser

 

1.  Navigate to the OneDrive for Business website (https://growthforce-my.sharepoint.com/) or the SharePoint website (https://growthforce.sharepoint.com), then go to the folder where you want to upload the file.

 

2.  Select the Upload button in the library menu, then choose whether you want to upload a file or folder.

 

 

 

 

 

3.  In the window that appears, browse to and select the file or folder you want to upload, then select Open

 

The file or folder will begin uploading to the current folder.  

 

 

Efficiency Tip
Quickly upload files, folders, or groups of items by highlighting the item(s) and dragging them to the SharePoint or OneDrive page.

 

 

 

 

On your Computer

 

1.  Open File Explorer or Finder and navigate to the location of the file you want to upload and sync.

 

2.  Right-click on the file or folder and select Cut to move or Copy to copy.

 

 

 

3.  Navigate to the desired OneDrive or SharePoint folder in File Explorer or Finder, right-click on any empty space, and select Paste.

 

 

 

Efficiency Tip
With the file or folder highlighted, press Ctrl + C on your keyboard to copy, Ctrl + X to cut/move, and Ctrl + V to paste.   You can also drag-and-drop any item or group of items to a new destination to move them.

 

 

The file or folder will begin syncing immediately.  Note that you can also directly save documents from an application (such as Word or Excel) to a SharePoint or OneDrive folder for immediate upload.

 

 

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Deleting Files

 

 

Important!
Deleting files from a SharePoint library on your computer or web browser will delete the files for everyone.  Only delete items if you are absolutely sure they are not needed.

 

 

Via a Web Browser

 

1.  Navigate to the OneDrive for Business website (https://growthforce-my.sharepoint.com/) or the SharePoint website (https://growthforce.sharepoint.com)

 

2.  Hover your mouse over the file or folder you wish to move and click the circular check button to select it.  Repeat this for every other file or folder you wish to delete.

 

 

 

 

3.  Select Delete from the library menu.

 

 

 

The file or folder will be deleted.  Deleted items can be recovered by request up to 90 days after deletion.

 

 

On your Computer

 

1.  Open File Explorer or Finder and navigate to the location of the file you want to delete.

 

2.  Right-click on the file or folder (or highlight a group of items then right-click) and select Delete or Move to Trash.

 

 

The OneDrive sync app will process the deletion and delete the files in the cloud.