Body

Topic

Onedrive - Requesting Documents from Another Person

Environment

Instructions

How to Request Documents from Another Person

To get to OneDrive, you can type “onedrive” into a web browser, or, from the web version of any Office application account, click on the “Apps” button in the bottom left hand corner of the page. Then click on “OneDrive”. You can get to online Office by typing this in a web browser: office.com

Once OneDrive is open, create a folder where the documents you are requesting will be stored. You can do this on the main page, or within another folder if you would like. In our example, we are going to create a folder on the main page. Click the “+” button at the top of the dashboard. A drop-down will appear. Select “Folder”

A new pop-up will appear for you to name the folder. Name the folder something you will remember or that is relevant to the information you are requesting. Then hit “Create”.

Your new folder has been created. To find it, go to the “My files” section on the left-hand side.

When you hover the mouse over the folder, there will be a settings button that looks like three dots. Click on it. A drop-down will appear. Click on “Request Files”.

A pop-up will appear prompting you to enter the description of the document you are requesting. After entering a description, click “Next”.

Next, a new pop-up will appear. Here, you can enter the email address you would like to send the link to and include an optional message. You could also copy the link provided and insert it in an email of your own or any other form of communication medium. Once you have copied the link or included the email you want to send it to, hit “Done”.

When the user clicks on the link, it will look similar to the following where the first portion is your name, and the last portion is the name of the files you are requesting that you typed in earlier.

The recipient can click the “Select files” button to open up file explorer and to navigate to the files that you are requesting. Once they select the files they want, they may be prompted to enter their first and last name If a name is not detected VIA email. Then they can hit upload.

The files will appear in the folder we created once they are uploaded.
NOTE: You can follow this process with the same folder as many times as you would like. You can reuse the link for more than one person as well.