by Jon Lober | NOC Technology
Before migrating to the cloud, most small businesses have usually established some version of the following workflow to create and approve documents.
The nightmare version of this workflow is usually more common, with multiple versions of a document floating about, or an email just sitting in an inbox waiting for someone to move it down the editing chain.
These workflow issues are just one reason why more and more small businesses have been moving to cloud-based systems. They allow you to work on a single version of a document that is housed in one place and does not require employees to keep track of multiple (often flawed) versions. Employees can always know that they’re working on the right version—not wasting their time on a dated document.
If you’re still new to the cloud and are not quite comfortable with the basic, below we’re providing a quick primer on how to save your documents to the cloud and share them with your collaborators.
A quick reminder, before you can share a file—you’ll need to save it to the cloud first. Today we’ll be talking specifically about Microsoft’s cloud solution, OneDrive, but the basic steps also loosely apply to the Google Drive, DropBox or other cloud-based file-sharing applications.
Saving your files to the cloud is always the first step. Once your files are in the cloud (OneDrive in our case), then you can access them from anywhere or share them with anyone you like.
Let’s start by walking through that process.
Microsoft makes this easy. For the most part, saving your file to the cloud is just like saving it to your local computer like you always have.
When you use the following method, collaborators will receive an email invitation directly from Microsoft. Use this method when you are working on a file in the application (Word, Excel, PowerPoint or other) and want to quickly send an invitation to a collaborator. When they click on the link in the invitation, they will be able to view or edit the file, depending on the permissions you set.
If you want to share a file that you have saved in the Microsoft cloud (OneDrive), you can do so without opening it up in Word, Excel, PowerPoint or other Office application. Simply follow these instructions to send a link directly to your desired collaborator.
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