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How to open a document in SharePoint and OneDrive?

When you save the documents in SharePoint or OneDrive, then you can open a single document using multiple methods. Although you may be aware of many of these methods, what’s wrong in learning some more. Here are some basic methods:

>> Using the SharePoint Admin Center
  1. Login to your SharePoint account and go to the SharePoint Admin Center. Here choose Active Sites option.
  2. In the Site List, select any active site, go to its URL and click it. It will open the respective site.
  3. When you are on the site, go to Documents. Choose a file and double-click it to open.

Some other options are also available to open the file:

>> Using the File menu

When you select a file, the File menu also opens. Here, you can click the Open button to open the document.

>> Using Right-click

If you right-click the document, then on the top, you can see the Open command. Select it and choose to open the document either in the browser or in the app. If you are using the MS Office suite, then the document will open in the application.

>> Using Ellipsis

The Ellipsis is the three-dotted icon that appears when you select the document on the site. The options remain the same as the previous method. Open option comes first, and when you select it, it further shows to open a document in browser or app. Make your choice and open the document.

If you already have a document opened in the MS Office suite, then you can open it directly in the app. Here is the process;

  1. Open any MS Office application and go to File option.
  2. Go to Open, and you can see the SharePoint site and OneDrive link. You can point to any to open the documents in them. First, select the SharePoint site and browse to the document.
  3. You can use the same steps to access the documents from the OneDrive.

The documents present in the sites are available for access to all the users of have permissions of the site. But if you need to share a document with any specific user who does not have the permission of the site, then you can share documents and whole folders. When you share the files, then you should have the authority to permit the user to view and edit the files. Here is how you can share a file with any other user:

  1. In the site, go to Documents, select the file, and click Share option.
  2. In the Send Link wizard, you can input the name of the user who you want to send the file.
  3. Provide the name of the user and click the send button.

If you want to change the access level for any user, then you can change the type of link. Click the dropdown list, and at the details pane, you can edit the settings.

  • Anyone – Any user who receives the link will be able to make all changes to the file. It will also include users from outside of your organization.
  • People In (OrganizationName) – This option gives permission to access the file or folder to the user who is present in the organization.
  • Specific people – When you want to share the file with some specific people only, then you can use this option.

NOTE: By default, the ‘Allow Editing’ setting is turned on, and you can disable this setting to allow the user to only view the file.

After making all the changes, click Apply. Then input the name of the user and click Send.

Conclusion

When you upgrade the SharePoint to the latest version, then you need to migrate SharePoint documents as well. When you use Kernel Migrator for SharePoint, you can do this migration quite easily. SharePoint Migration Software supports all SharePoint versions, and you can apply various filters, schedule the migration, and get a complete report after the migration.

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How to open a document in SharePoint and OneDrive?

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