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Top 10+1 OneDrive Tips & Tricks

John Michaloudis
OneDrive by Microsoft is a tool that helps you store your files on the cloud and access them from anywhere.
It is a very handy tool, especially in a world where data is evolving and eating up more and more space on your devices.
Top 10+1 OneDrive Tips & Tricks | MyExcelOnline Top 10+1 OneDrive Tips & Tricks | MyExcelOnline

Today, let’s go over some OneDrive tips and tricks on your Phone, PC, or online. These tips will help you utilize the best of OneDrive in an efficient manner. You will also get more accustomed to using OneDrive on all your devices, making it an even more convenient tool for you.

Below are the Top 10 + 1 tips that you must know if you plan on using OneDrive:

  1. Backing Up Photos from Smartphone to OneDrive
  2. Scanning a Document From Smartphone to OneDrive
  3. Sharing Options via Email or Link from Your PC
  4. File Security Options from Your PC
  5. Managing Sharing Access to Files on Your PC
  6. PC Icon Explanation
  7. Using the Personal Vault on Your PC and on The Cloud
  8. Version History on Your PC and on The Cloud
  9. Generating Code for Embedding a File from The Cloud
  10. Using the Recycle Bin on The Cloud
  11. BONUS TIP

Watch Top 10 OneDrive Tips & Tricks on YouTube and give it a thumbs-up!

 

Tip 1: Backing Up Photos from Smartphone to OneDrive

You can easily sync photos from your camera roll to OneDrive via your smartphone. Let’s see how!

  • On the OneDrive app, go to Photos.

Top 10+1 OneDrive Tips & Tricks

You will see that the Camera upload option is off.

Top 10+1 OneDrive Tips & Tricks

  • Turn on the Camera Upload option.

Top 10+1 OneDrive Tips & Tricks

  • Allow access to OneDrive when the pop-up window appears.

Top 10+1 OneDrive Tips & Tricks

Upon doing the above steps, you will notice that your camera roll has backed up in OneDrive.

Top 10+1 OneDrive Tips & Tricks

Now if you go to the Pictures folder in your OneDrive, you will find a folder named Camera Roll. You will notice that inside the folder, all your photos will be organized year-wise.

Top 10+1 OneDrive Tips & Tricks

One thing to note is that OneDrive will not extract files from a different cloud such as iCloud. It will only back up photos that are physically present on your device.

You can also turn this feature off if you do not want to upload to the cloud. To turn off camera roll backup –

  • Click on your profile icon.

Top 10+1 OneDrive Tips & Tricks

  • Go to Settings.

Top 10+1 OneDrive Tips & Tricks

  • Go to Camera Upload.

Top 10+1 OneDrive Tips & Tricks

  • Turn off the sync from your account.

Top 10+1 OneDrive Tips & Tricks

 

Tip 2: Scanning a Document From Smartphone to OneDrive

Making your work easier, this next OneDrive tip on your smartphone is pretty handy. If you want to click a picture of something important and upload it to the cloud, you can directly do that from the OneDrive app!

  • Click on the camera icon in the OneDrive app.

Top 10+1 OneDrive Tips & Tricks

  • Line up your document and click a photo.

Top 10+1 OneDrive Tips & Tricks

  • You can edit and confirm those changes.

Top 10+1 OneDrive Tips & Tricks

  • Click on Done.

Top 10+1 OneDrive Tips & Tricks

  • Select the folder that you want to save the file to.

Top 10+1 OneDrive Tips & Tricks

  • Click on the check mark to confirm it.

Top 10+1 OneDrive Tips & Tricks

Now if you look into that folder, you will see that the photo you clicked has been uploaded as a document.

Top 10+1 OneDrive Tips & Tricks

 

Tip 3: Sharing Options via Email or Link from Your PC

Let’s go over some OneDrtive tips on your PC. To open OneDrive –

  • Go to the search bar on your Taskbar.

Top 10+1 OneDrive Tips & Tricks

  • Type OneDrive.

Top 10+1 OneDrive Tips & Tricks

  • Open the OneDrive folder.

Top 10+1 OneDrive Tips & Tricks

Now we’ll explore the different possibilities offered when sharing a file with someone.

  • Start by right-clicking on any file you want to share.

Top 10+1 OneDrive Tips & Tricks

  • Click on Share.

Top 10+1 OneDrive Tips & Tricks

  • In the pop-up window – you can directly enter someone’s email ID and share the file.

Top 10+1 OneDrive Tips & Tricks

Or,

  • At the bottom, click on copy

Top 10+1 OneDrive Tips & Tricks | MyExcelOnline

  • It will create a link to the file which you can copy and send to someone. They will be able to see and edit the file through that link.

Top 10+1 OneDrive Tips & Tricks

A nice feature is that here, the recipient is not only able to view the file but is able to view the file on your drive. This means that any updates that they make will be visible to you as well.

 

Tip 4: File Security Options from Your PC (expiration date and password)

You can even add different levels of security to your shared file.

In the file-sharing pop-up window mentioned above, click on the arrow down button next to the edit icon.

Top 10+1 OneDrive Tips & Tricks

Click on Link settings.

Top 10+1 OneDrive Tips & Tricks

Here, under the Other settings area, you can set an expiration date. The other party with whom you have shared this document will only be able to edit this file till the date mentioned as the expiration date.

Top 10+1 OneDrive Tips & Tricks

You can also set a password for additional security.

Top 10+1 OneDrive Tips & Tricks

 

Tip 5: Managing Sharing Access to Files on Your PC

Now let’s see how you can manage the access of different people with whom you have shared any file.

1. Right-click on any file you want to manage access to.

Top 10+1 OneDrive Tips & Tricks

2. Click on Share.

Top 10+1 OneDrive Tips & Tricks

3. In the pop-up window, click on the three dots on the top and click on Manage access.

Top 10+1 OneDrive Tips & Tricks

Here you can see everyone who has access to this file.

Top 10+1 OneDrive Tips & Tricks

If there are certain people with whom you do not want to share this file, you can remove their access. To do so, simply click on the arrow under their name and select Stop sharing.

Top 10+1 OneDrive Tips & Tricks

If you want the link that you shared to not exist anymore, simply click on the X icon next to the link and select Remove link.

Top 10+1 OneDrive Tips & Tricks

 

Tip 6: PC Icon Explanation

The next tip is one where the files in OneDrive actually reside. The different OneDrive icons can tell you the destination for the files –

Top 10+1 OneDrive Tips & Tricks

  • Green circle with white checkmark – It means that your file resides on both PC and cloud. These files are marked as “Always keep on this device”
  • Blue Cloud – It means that your files are on the cloud only. It does not take up space on your device and to edit those files you need to be connected to WiFi.

 

Tip 7: Using the Personal Vault on Your PC and on The Cloud

One neat feature available in both mediums of Onedrive,i.e, PC as well as on the cloud is the Personal Vault.

Top 10+1 OneDrive Tips & Tricks

It is a place where you would want to keep sensitive material. Personal Vault keeps these files extra safe as it requires two-factor authentication to access the vault.

You can keep important documents such as ID card pictures, social security number, your signed will, or anything that contains sensitive information.

 

Tip 8: Version History on Your PC and on The Cloud

You can also right-click on any file and select Version history.

Top 10+1 OneDrive Tips & Tricks

This will show all the previous versions of the file after which some changes might have been done in the file. In case of any error in the current file, you can restore the file to a previous version that does not contain the error.

Top 10+1 OneDrive Tips & Tricks

 

Tip 9: Generating Code for Embedding a File from The Cloud

You can also right-click on any file, while using the online version of OneDrive, and click on Embed.

Top 10+1 OneDrive Tips & Tricks

In the pop-up window, click on Generate.

Top 10+1 OneDrive Tips & Tricks

This will generate a link directly to this file which you can embed on a website.

Top 10+1 OneDrive Tips & Tricks

 

Tip 10: Using the Recycle Bin on The Cloud

Lastly, the Recycle bin shows you files that have been recently deleted.

Top 10+1 OneDrive Tips & Tricks

Just like your PC, OneDrive also keeps a recycle bin where deleted files are kept for 30 days before being deleted permanently. So if you accidentally delete any file, you can restore it easily from the Recycle bin.

 

BONUS TIP: Viewing the Number of Files in a Folder on The Cloud

Before ending this article, here is a bonus OneDrive tip for you. On the OneDrive cloud, you can see small numbers on the bottom of your folder icons. That number indicates the number of files within that folder.

Top 10+1 OneDrive Tips & Tricks

Hope this article has given you some new information on using OneDrive, on different mediums as well. Now you can start using OneDrive efficiently, and if you want to revise these OneDrive tips that went through today, you can always come back here!

 

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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