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How to Manage Folders and Files in OneDrive for Business

OneDrive makes the organization and sharing of files easy for people even when they’re using OneDrive for tasks within their daily lives. Using OneDrive for business can be even more convenient and beneficial. Share files between coworkers, organize important files, or file and share paperwork immediately. The uses of OneDrive are limitless when it comes to business.

managing Folders and Files on Onedrive

So how do you manage your folders and files in OneDrive in regards to business? It’s simple.

First, you should choose what you want to do with the file of your choice. Decide what file you’re going to focus on and then right-click the file in OneDrive. A drop-down menu will appear. From there, choose what you want to do with the file by clicking one of the commands in that drop-down menu.

Creating New Folders

A common way that people choose to organize their files is to use folders. Create folders to hold specific files and organize those folders in a way that’s not muddled or confusing - many people like to arrange their folders into alphabetical order.

To create a new folder, do the following:

  1. Click on the commands ‘New’ and ‘Folder’
  2. Give the folder a name - (Ex. business meeting notes)
  3. Select ‘Create’

It’s as easy as that.

Sync New Files and Folders

Something that makes the transfer and sharing of files easy is the fact that you can add files or folders to your OneDrive and it will automatically sync onto any of your devices. That way you are less likely to forget to add or share important information because everything will automatically sync to one place.

You may wonder how to set up this feature for your OneDrive account. This is another easy task.

You will, first, want to install the OneDrive sync client for Windows. This is a relatively new feature. If you have an older version of Microsoft Office, you will need to download and install this but if you have Windows 10, Office 365, or Office 2016, this feature will already be available to you so you won’t have to install it. This feature will already be usable. But if you don’t have any of the three Office programs above, you will have to install the sync client to make syncing files easy and automatic.

After installing the new OneDrive sync client, you will click on the ‘Start’ button and then find ‘OneDrive’ in the listed items. You may need to type ‘OneDrive’ into the ‘Search’ bar in order to find it. Once you find OneDrive, open it.

Once you click on OneDrive to open it, you will be presented with the OneDrive setup. Once the setup starts, you should enter your account information and then select ‘Sign In’.

You can have more than one OneDrive account. If you want to add another account, you will find that option in ‘Settings’.

The OneDrive sync client is also available for Mac users.

Install OneDrive Sync Client on Mac

To set up the OneDrive sync client on Mac, first, install OneDrive for Mac. You will need to uninstall your OneDrive Mac Store app - if you’re using it - before installing the updated version of the OneDrive desktop app. That’s just something to be aware of.

Once you have OneDrive for Mac installed, you can open it by pressing cmd and the Space bar together. This will launch a Spotlight query. Once a Spotlight query is launched, you would type in ‘OneDrive’ and that would start the OneDrive setup.

You would then enter your OneDrive account information and that would be that.

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