Uploading Documents in SharePoint Online

In this video, you’ll learn about:

  • Three quick and easy methods to upload documents to SharePoint Online.
  • How to use the upload button for individual files or folders.
  • Dragging and dropping files directly into SharePoint.
  • Saving documents to SharePoint directly from applications like Word or Excel.

By watching this video, you will understand:

  • How to navigate to the document library and upload a file using the upload button.
  • How to drag and drop files or email attachments from Outlook or Windows Explorer.
  • How to save files directly to SharePoint from applications and pin libraries for quick access.
Transcript

Hello and welcome to today’s tutorial on uploading documents to SharePoint online. In this video, we’ll show you 3 quick and easy ways to upload your files. Using the upload button, drag and drop from Outlook or Windows Explorer, and saving directly to SharePoint from an application like Word or Excel. Let’s get started. Our first method is uploading a single document using the upload button.

To do this, simply navigate to your document library in SharePoint. Once you’re there, click on the upload button located in the command bar at the top of the screen. Choose files if you want to upload an individual file or folder if you’re uploading an entire folder. I’ll select files and choose a document from my computer. After selecting your file, click open and SharePoint will upload it instantly.

Your document will now appear in the library, ready for you and your team to access. Note that our uploaded file is missing metadata. We can update that through the edit all button. Another video covers in detail how to add metadata to your documents. It is called editing or assigning metadata to documents.

2nd method is even easier: drag and drop. You can drag files directly from your computer’s file explorer or from an email in Outlook. First, open your SharePoint document library. Next, locate the file on your computer or an attachment in an email. For this demonstration, I’ll drag a file from my desktop.

Click, hold, and drag the file to the SharePoint window. You can also drag and drop multiple files at once, and if you’re dragging from Outlook you can drop email attachments straight into the document library for easy access. Our third method is saving directly from an application like Word, Excel or PowerPoint. Once you have finished creating your document, click on file in the top left corner, then choose save as. Here you will see your pinned SharePoint libraries.

Select the library that you want, name your file, and click on save. If we navigate to the library and refresh the screen, we will see the file is now saved to sharepoint, making it accessible for everyone in your team. If you don’t see the library that you need under quick access, it is very easy to add it. Simply navigate to the library in sharepoint and click on the pin to quick access button. You now know 3 simple ways to upload documents to sharepoint online.

Whether you’re using the upload button, dragging and dropping files, or saving directly from an application, SharePoint makes it easy to keep all your documents organized and accessible. Thanks for watching.