Friday, September 14, 2018

Copy a OneDrive Document to Another OneDrive Folder

There are times when a single shared document needs to be divided into individual copies, without saving over the original document. An example might be a classroom, where the professor shares an original copy and all the students need to make their own individual assignment. In those cases, OneDrive doesn't save a new copy under a different name because OneDrive is designed for shared documents--not saving individual copies of the same document. These instructions begin the process when the original document is outside the student folder into which all the individual copies will be saved. If the file is not outside the folder then use the Move To button to change the location of the original document. These instructions are for the Apple computer, Firefox browser.

Purpose: Divide an original, shared document into multiple documents, with different file names.


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Open your browser and log in to your Microsoft Outlook Account. Navigate through OneDrive to the appropriate folder.

Do not open the document.
  1. Locate the original document.
  2. Select the checkbox of the document. The checkbox appears when the mouse icon hangs over the area where the invisible checkbox is located.

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  1. With the document selected, the available commands on the OneDrive ribbon will change.
  2. Click on the Copy To button to open a side bar.
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  1. The sidebar opens the locations to which a document can be copied.  A user should not select the user's own OneDrive. In the picture, the destinations include the OneDrive account of Jason Lawrence and the OneDrive account of the user. Because users cannot Save As in a shared folder, they must Copy To a shared folder.
  2. In this picture, a user would select Jason Lawrence's shared OneDrive. 
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  1. Navigate through the shared folders by clicking on the folder options.
  2. Do not click the Copy here button until the correct folder is opened.
  3. In this picture, "week2_classwriting" is the folder the copied document belongs.
  4. Open the final folder.
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  1. Once the correct folder is open, click the Copy here button.
  2. In this picture, "week2_classwriting" is open.
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  1. OneDrive will provide a notification directly under the menu ribbon. 
  2. "Copied 1 item to week2_classwriting" is an example of the feedback OneDrive provides.
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  1. While in the folder, select the checkbox for the file.
  2. In this picture, "CH1_water_lawrence.docx" is selected from within the "week2_classwriting" folder.
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  1. Click the Rename button from the menu ribbon.
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  1. In this picture, the original file includes the last name "lawrence." With a copy in the appropriate folder, the user can rename the file.
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  1. Change the name in any way that is necessary.
  2. In this picture, a student needs to rename the file with the student's last name.
  3. Once renamed, click the Save button.
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  1. The result is a copied file, in a new folder, with a changed name.
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All instructions and documentation written by:

Dr. Jason Lawrence, M.S., Ph.D.

Theory and Practice of Professional Communication
Artificial Intelligence writers, Internal Documentation, and Emergent Texts
Visit my Official Blog or my Web Page.

Jason Lawrence documentation hub

Find a School: Southern Connecticut State University

Friday, September 7, 2018

Saving Files on Someone Else's OneDrive Account

There are times when a single shared document needs to be resaved in a shared folder, without saving over the original document. The problem is OneDrive really isn't designed to save your own document to someone else's folder. OneDrive is designed for shared documents--not saving individual copies of the same document. These instructions begin the process when the original document is outside the student folder into which all the individual copies will be saved. If the file is not outside the folder then use the Move To button to change the location of the original document. These instructions are for the Apple computer, Firefox browser.

Purpose: These instructions will focus on saving one document as your own document, in someone else's shared folder.

Open your browser and log in to your Microsoft Outlook Account. Because a shared document was not created by you, it is not located in your Files. Therefore, the shared document will not show in the default view of your own files.
  1. On the left navigation panel, locate and select the Shared link.
  2. A list of all your shared documents will load on the screen. You only need to locate the shared folder you need for these instructions.
  3. While someone can share folders, presentations, documents, or other files (as shown in the picture), these instructions will focus on a folder that someone has shared with you. In these instructions, the shared folder is called "someone_shared_this_folder."
  4. Click on the link "someone_shared_this_folder." 

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Inside "someone_shared_this_folder" is a selection of all the documents and folders shared by all editors and viewers of the folder.

All file and folder names are meant for these instructions. The file and folder names on your own computer screen will be different.

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  1. Select the file you need. 
  2. A blue checkmark will indicate your file is selected.
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  1. Click on the Open menu.
  2. Select Open in Word from the menu options.
This is a unique feature available for Microsoft's cloud solution. There is an option to either edit the document online or in the Word application on your own computer (if you own it).
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  1. One of two dialog boxes will open. The two bullets below describe each of the dialog boxes.
  2. If Word already has permission to access your OneDrive, click the Open Link button to open the document in Microsoft in Word.

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  • (unpictured) A dialog box requesting a password will open. Microsoft Word needs the password for your OneDrive account; the application will remember your password in the future.
  • (pictured to the right) A Launch Application dialog box will appear on your screen. The dialog confirms you want to access resources located on your computer with resources you have on the internet.
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WARNING
Don't Save the document!

Once Microsoft Word opens, you can begin editing in Word.

  1. Click on the File menu.
  2. Click on Save As... from among the file menu options.
  3. You must use Save As... for this step because you want to save the file under your own name, rather than save over the original file.
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Rather than save the document to your own online file locations, you must save the document to the shared folder.

The shared folder will not be listed among your own online file locations.


  1. Click on Recent Folders
  2. Because you opened the document from a shared folder, the shared folder will be among the Recent Folders.
  3. Click on the shared folder. In the picture to the right, the shared folder is called "Presentation."
  4. Locate the location in the shared folder where you need to save your document. In these instructions, that location is the folder titled "water_problem_memos." The name will likely be different on your own computer.
  5. The file name will retain the filename of the original document. Click on "Lawrence" in the Save As file naming prompt. In this example, the new file name includes the last name of "anderson."
  6. Click the Save button at the bottom of the dialog box.
Jason Lawrence documentation hub


All instructions and documentation written by:

Dr. Jason Lawrence, M.S., Ph.D.

Theory and Practice of Professional Communication
Artificial Intelligence writers, Internal Documentation, and Emergent Texts
Visit my Official Blog or my Web Page.

Jason Lawrence documentation hub

Find a School: Southern Connecticut State University