Difference between pages "O365 - OneDrive in Office 365" and "O365 - Organizing E-mail"

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==OneDrive Overview in OWA==
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'''''Documentation Source: Microsoft.com'''''
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OneDrive for Business is an online document storage and sharing tool that students, faculty and staff can access on Office 365. It includes the following features:
 
  
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*1 terabyte of file space
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Create Inbox rules in Outlook Web App to automatically perform specific actions on messages as they arrive, based on your criteria. For example, you can create a rule to automatically move all mail sent to a group you're a member of to a specific folder.
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*Access from anywhere oncampus or offcampus
 
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*Create, access, and edit documents through just a web browser by using Office Online.
 
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*Share documents with other MCLA Office 365 users.
 
  
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To access OneDrive, Click the App Launcher in Office 365
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If you want to create and manage inbox rules in the Outlook desktop program, see Manage email messages by using rules.
  
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[[image:onedrive1.PNG]]
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To manage rules, click the gear icon > Options > Organize Email > Inbox Rules.
  
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Then select OneDrive.
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==What you’ll see on the Inbox Rules tab==
  
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[[image:onedrive2.PNG]]
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The Inbox Rules tab shows you an overview of all your Inbox rules. From here, you can review what a rule does, turn rules off or on, create new rules, edit existing rules, or delete rules that you no longer need.
  
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==Uploading a File or Folder==
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[[Image:Image002_o365_07.png]]
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*1. In '''OneDrive''', click the '''Upload''' [[image:Upload.png]] shortcut.
 
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*2. Select the file or folder you wish to upload.
 
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*3. Click '''Open'''.
 
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*4. The file will appear in the '''Documents''' pane.
 
  
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#Settings used to manage inbox rules.
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#Rules are processed in the order listed.
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#The information pane shows a summary of the criteria and actions for the selected rule.
  
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'''Here is also a video overview of this process:'''
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[[Image:Imagemod1_o365_07.png]]
  
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[https://support.office.com/en-us/article/upload-files-and-folders-to-onedrive-7f630d4a-0af2-40f9-a32a-de5f149eb1de Uploading a File or Folder Tutorial Video]
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==How do I create a new rule?==
  
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==Creating a Document==
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To create a new blank rule using the Inbox Rules tab, choose  new.
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*1. In '''OneDrive''', click the '''New''' [[image:New.png]] shortcut.
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The new rule window has three sections:
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*2. Select the type of file you would like to create from the dropdown menu, including Word document, Excel workbook,PowerPoint presentation and OneNote notebook.
 
  
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==Working with Files in OneDrive==
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[[Image:Imagemod2_o365_07.png]]
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*1. In '''OneDrive''', check the file you wish to work with to select it.
 
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*2. Click the '''More''' shortcut. From here, you can do one of the following options:
 
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*• To rename the file, click '''Rename'''. Enter a new name and click '''Save'''.
 
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*• To delete the file, click '''Delete'''. Click '''OK''' to confirm.
 
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*• To change the location of the file, click '''Move''' or copy. Click '''Move''' to confirm.
 
  
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==Sharing a File==
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==How do I edit a rule?==
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*1. In '''OneDrive''', check to select the file you want to share from the '''Documents''' pane.
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You can edit any rule by selecting it and choosing  edit to open the rule so that you can change the conditions or actions of the rule.
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*2. Click the '''Share''' [[image:Share.png]] shortcut.
 
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*3. Enter the names of users with which you wish the share the file in the '''Invite people''' box.
 
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*4. ''Optional:'' To only allow other users to view the file without making changes, click the arrow at the '''Can edit''' box and select '''Can view'''.
 
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*5. ''Optional:'' To include a message, enter text in the space.
 
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*6. Click '''Share'''
 
  
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==Creating a Folder==
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==How do I delete a rule?==
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*1. In '''OneDrive''', click the '''New''' [[image:New.png]] button.
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If you have a rule that you no longer want, you can select it and then click   delete to remove it. If you just want to turn the rule off for a while, remove the check mark next to the rule.
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*2. Select the '''New Folder''' button from the drop-down menu.
 
  
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[[image:New-folder.png]]
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==What else do I need to know?==
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*When you create a new rule in Outlook Web App, you may receive a warning that some rules that were created in Outlook and are currently disabled will be deleted. Before you delete those rules, you may want to sign in to your account using Outlook and check the rules to see if you want to keep them. Enable any rules you want to keep.
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*Rules are run from top to bottom in the order in which they appear in the Rules window. To change the order of rules, click the rule you want to move, and then click the  up or  down arrow to move the rule to the position you want in the list.
 +
*Some types of messages won't trigger Inbox rules, including:
 +
*Delivery status notifications, which include non-delivery reports and system messages.
 +
*Read receipts and delivery receipts that are generated by an e-mail client.
 +
*Some automatic-reply (Out of Office) messages.
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*You don't have to use the Inbox Rules tab to create a rule. You can also create rules directly from messages. To create a rule directly from a message:
 +
*Right-click the message in the message list pane, then click Create Rule.
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*Or while you view the message in the reading pane, select the extended menu  and then choose Create Rule from the menu.
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*Each rule you create will take up space in a hidden section of your mailbox. This section is limited to 64 KB. The actual amount of space a rule uses depends on several factors, such as how long the name is and how many conditions you've applied. When you reach the 64 KB limit, you'll be warned that you can't create any more rules. If that happens, you'll have to delete or simplify some of your existing rules before you can create more. Some ways you can reduce the space used by rules are:
 +
*Delete rules you no longer need.
 +
*Shorten the names of your rules.
 +
*Combine one or more rules that do the same thing.
 +
*Remove criteria from rules.
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*When you create a forwarding rule, you can add more than one address to forward to. The number of addresses you can forward to may be limited, depending on the settings for your account. If you add more addresses than are allowed, your forwarding rule won’t work. If you create a forwarding rule with more than one address, test it to be sure it works.
  
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*3. Enter a name for your new folder in the '''Name*''' box.
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'''''Documentation Source: Microsoft.com'''''
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*4. Click '''Save'''. Your new folder will appear in your '''Documents''' list.
 
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*5. ''Optional:'' To populate the folder with files already on your '''OneDrive''', click and drag items over the new folder. They will appear in the folder the next time you open it.
 
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*6. ''Optional:'' To populate the folder with files from your computer,click on the new folder to open it. Click the '''Upload''' [[image:o365upload.png]] shortcut and select the files you wish to add.
 
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==Syncing a Copy of Your Files to Your Computer ==
 
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To make an up-to-date copy of your files to work with on your
 
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computer in File Explorer, you can sync your files.
 
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*1. Open your '''OneDrive''' library or click '''Site Folders''' to find a library.
 
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*2. Click the '''Sync''' [[image:Sync.png]] shortcut.
 
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*3. In the '''Sync''' wizard that opens, click Sync now.
 
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*4. The name of the library you are syncing will appear, as well as the future location in Windows Explorer.
 
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*5. ''Optional'': To save the copy in a new location, click '''Change'''.
 
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*6. ''Optional:'' To view the files as they are syncing, click '''Show my files'''....
 
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==Using Versions==
 
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You can use OneDrive to track the versions of a particular file. This is especially helpful if you need to return to a previous
 
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version to correct a change that was made in error.
 
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*1. In '''OneDrive''', select the file you wish to restore a previous version of.
 
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*2. Click the '''Version History''' shortcut.
 
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[[Image:Version.png]]
 
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*3. Hover your mouse cursor beside the '''Modified''' date of the version you wish to restore.
 
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*4. Click the three dots that appear and select '''Restore'''.
 
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*5. Click '''OK'''. The restored file will appear at the top of your '''Version History''' list.
 
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==Attach OneDrive Files to E-mail Messages==
 
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With OneDrive enabled, the option to attach a file from OneDrive is shown by default. You can also choose to select a file from your computer. The following instructions will guide you through this process:
 
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*1.To attach a file to a message, open a new message or respond to an existing message and select the[[image:attachonedrive1.PNG]] paperclip icon
 
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*2.Choose the source you want to use from the navigation pane:
 
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**OneDrive (this is listed as the default source file location)
 
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**'''Computer''' (select this if you would like to attach a file that is stored on your local computer)
 
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*3. Browse to find the file you want to attach.
 
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*4.Select the file, and then select Next (or Open when attaching from computer) to add it to your message.
 
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*5.Next, you're prompted to share your file with OneDrive for Business, or attach a copy.
 
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**If you select "Attach as a OneDrive file" - recipients will receive a link to the file and be given permission to edit the file. If you are attaching a file from your computer it will also be uploaded to a folder named Email Attachments within your OneDrive.
 
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**If you choose to "Attach as a copy" the recipients will receive their own copy of the attachment.
 
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**You can also check the box that says "Remember my choice.." if you would like this selection to be automatic for future attachments that you add.
 
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[[image:attachonedrive2.PNG]]
 
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==Download the OneDrive for Business Application==
 
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There are client applications for OneDrive for Business that can also be installed on your computer or mobile device.
 
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*'''NOTE:When logging into these applications, use your A number and @mcla.edu. Example:a10001000@mcla.edu'''
 
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See additional links below:
 
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*[https://support.office.com/en-us/article/Get-started-with-the-OneDrive-for-Business-Next-Generation-Sync-Client-in-Windows-615391c4-2bd3-4aae-a42a-858262e42a49 Windows]
 
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*[https://support.office.com/en-us/article/Get-started-with-the-OneDrive-for-Business-Next-Generation-Sync-Client-on-Mac-OS-X-d11b9f29-00bb-4172-be39-997da46f913f Mac OSX (10.9 or higher)]
 
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*[https://support.office.com/en-us/article/Install-and-set-up-OneDrive-on-your-iPhone-or-iPad-c535c845-91ae-4f6a-81fd-5247cb7da0a4 Apple iOS]
 
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*[https://support.office.com/en-us/article/Install-and-set-up-OneDrive-on-an-Android-phone-or-tablet-b8ed509b-c068-4ec8-8e69-60ffe8af23ce Android]
 
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*[https://support.office.com/en-us/article/Set-up-OneDrive-for-Business-on-your-Windows-Phone-519fa7ee-a842-4f7e-9269-0f26d701505c Windows Phone]
 
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==Additional Training Resources by Microsoft==
 
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*[https://support.office.com/en-us/article/What-is-OneDrive-for-Business-187f90af-056f-47c0-9656-cc0ddca7fdc2 What is OneDrive for Business?]
 
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*[https://support.office.com/en-us/article/Store-sync-and-share-your-work-files-OneDrive-for-Business-301817f6-9705-4525-ba3d-79082029b195 Store, sync, and share your work files]
 
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**[https://support.office.com/en-us/article/Dragging-and-dropping-files-to-OneDrive-for-Business-e2e0c53e-8707-4b9d-aa0d-d3cfcb792b72 Dragging and dropping files to OneDrive for Business]
 
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**[https://support.office.com/en-us/article/Seeing-your-files-from-other-devices-fe48cf1e-d23c-4bb5-b274-f04e3d46539a Seeing your files from other devices]
 
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**[https://support.office.com/en-us/article/Saving-and-opening-files-f3c50490-e402-44cd-81f1-d559fdc715fb Saving and opening files]
 
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**[https://support.office.com/en-us/article/Syncing-your-files-with-your-computer-31e11d42-c3e4-443a-a5dd-9186bb6fdf3c Syncing your files with your computer]
 
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**[https://support.office.com/en-us/article/Managing-your-files-in-OneDrive-for-Business-1c53e2c1-950e-46fa-8611-e07efcfb0565 Managing your files in OneDrive for Business]
 
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**[https://support.office.com/en-us/article/Sharing-files-with-others-1441ccff-7d1d-4105-bf62-84b720149a28 Sharing files with others]
 

Revision as of 23:50, 14 July 2014

Documentation Source: Microsoft.com

Create Inbox rules in Outlook Web App to automatically perform specific actions on messages as they arrive, based on your criteria. For example, you can create a rule to automatically move all mail sent to a group you're a member of to a specific folder.

If you want to create and manage inbox rules in the Outlook desktop program, see Manage email messages by using rules.

To manage rules, click the gear icon > Options > Organize Email > Inbox Rules.

What you’ll see on the Inbox Rules tab

The Inbox Rules tab shows you an overview of all your Inbox rules. From here, you can review what a rule does, turn rules off or on, create new rules, edit existing rules, or delete rules that you no longer need.

Image002 o365 07.png

  1. Settings used to manage inbox rules.
  2. Rules are processed in the order listed.
  3. The information pane shows a summary of the criteria and actions for the selected rule.

Imagemod1 o365 07.png

How do I create a new rule?

To create a new blank rule using the Inbox Rules tab, choose new. The new rule window has three sections:

Imagemod2 o365 07.png

How do I edit a rule?

You can edit any rule by selecting it and choosing edit to open the rule so that you can change the conditions or actions of the rule.

How do I delete a rule?

If you have a rule that you no longer want, you can select it and then click delete to remove it. If you just want to turn the rule off for a while, remove the check mark next to the rule.

What else do I need to know?

  • When you create a new rule in Outlook Web App, you may receive a warning that some rules that were created in Outlook and are currently disabled will be deleted. Before you delete those rules, you may want to sign in to your account using Outlook and check the rules to see if you want to keep them. Enable any rules you want to keep.
  • Rules are run from top to bottom in the order in which they appear in the Rules window. To change the order of rules, click the rule you want to move, and then click the up or down arrow to move the rule to the position you want in the list.
  • Some types of messages won't trigger Inbox rules, including:
  • Delivery status notifications, which include non-delivery reports and system messages.
  • Read receipts and delivery receipts that are generated by an e-mail client.
  • Some automatic-reply (Out of Office) messages.
  • You don't have to use the Inbox Rules tab to create a rule. You can also create rules directly from messages. To create a rule directly from a message:
  • Right-click the message in the message list pane, then click Create Rule.
  • Or while you view the message in the reading pane, select the extended menu and then choose Create Rule from the menu.
  • Each rule you create will take up space in a hidden section of your mailbox. This section is limited to 64 KB. The actual amount of space a rule uses depends on several factors, such as how long the name is and how many conditions you've applied. When you reach the 64 KB limit, you'll be warned that you can't create any more rules. If that happens, you'll have to delete or simplify some of your existing rules before you can create more. Some ways you can reduce the space used by rules are:
  • Delete rules you no longer need.
  • Shorten the names of your rules.
  • Combine one or more rules that do the same thing.
  • Remove criteria from rules.
  • When you create a forwarding rule, you can add more than one address to forward to. The number of addresses you can forward to may be limited, depending on the settings for your account. If you add more addresses than are allowed, your forwarding rule won’t work. If you create a forwarding rule with more than one address, test it to be sure it works.

Documentation Source: Microsoft.com

Retrieved from "https://techhelp.mcla.edu/index.php?title=O365_-_OneDrive_in_Office_365&oldid=6217"