Syncing SharePoint Document Libraries with OneDrive
Below are details on syncing SharePoint document libraries to your local computer using the OneDrive app.
NOTE: Don't confuse this option with Add Shortcut to OneDrive - this will not synchronize files
These are the important steps to perform to sync your files. More detailed information is below is in the collapsible sections below:
1. Make sure you have the latest OneDrive agent installed and your account is connected
If you have a “blue” cloud in the lower taskbar like below, you are connected to OneDrive already.
Otherwise, open your OneDrive app from the Windows Start menu
Sign-in using your Microsoft 365 account. You will be prompted for you password and multifactor.
Once signed in – accept the defaults to finish the OneDrive setup. Note if you have a large number of files, this could take some time to sync your individual OneDrive data.
You will now have a OneDrive folder available in your Windows Explorer with your Firstname-VetEvolve
2. Browse to your Document Library and Sync the library
If you want to have files from SharePoint synced to your computer you can browse the Document Library within the Sharepoint site/Team site you want to sync.
For example to Sync the Business Development document library – browse to https://vetevolve.sharepoint.com/sites/BusinessDevelopment/Shared%20Documents
Click the ellipsis in the menu if you don’t see the Sync option and then choose Sync
Or
Click Open to start the sync.
You can click the close button on any other pop-up windows
This will give you a VetEvolve section within your Explorer window that houses all your synced document libraries:
3. IMPORTANT: Change the settings on whether you want to keep a full copy of the files local
The default option for the files you sync is for them to be available when online as shown by the blue cloud outline in the status column:
If you travel and want these files available even when not connected to the internet, you can change the folder to always be available.
Right click on the folder and choose Always keep on this device.
This will change the status symbol to a green circled checkmark:
4. Optional: Favorite the SharePoint site to make it easy to find in your OneDrive interface
You may want to use the Follow and Pin to Quick Access options within the site to make them easier to find in your OneDrive interface. NOTE: This does not have an effect on your view within Windows Explorer
You can also Favorite individual folders so they will appear in your OneDrive favorites
No Comments