A starting point on where to place your documents in Office 365

With all the options of Apps in Office 365 it can be very confusing to decide what document to store where exactly. There is no strict rule on this, exactly because Office 365 is designed to be used as fits you best.

CloudFolderTo make your life as a user or administrator more easy you could start with the following concept and build onwards/adjust from there.

       OneDriveFull       |        TeamsFull       |        SharePointFull       |        YammerFull

I did not visually work it out (yet) but as a starting point I use the following “ruling”:

OneDrive

  • Personal documents with incidental sharing (HINT: point the Windows My Documents to the local OneDrive sync folders location)

Teams

  • Team collaboration “work in progress”/draft documents (The digital war room principle)

SharePoint Team sites

  • Document archive and publishing to a larger team/ department/group of people (SharePoint Team site)
  • “Public” documents (Intranet site) / News page related (published) documents
  • Documents with a minimal archiving period
  • Documents with specific version management
  • Documents with publishing approval

Yammer (in case Yammer is actively used as an inter company social platform)

  • Documents with social info / nonwork related data – not important who does or does not read or can access the document – no retention requirements

This is only a guide so you can start working with documents within some kind of boundary concept with the benefit of “all faces in the same direction” group work.

Review this working method/policy within your group and adapt based on your experience and needs.

 

Have filing fun!

Author: Martinus Hamers

Hi, My Name is Martinus and I am a self made Office365, focus on SharePoint Online and Teams, administrator and architect. I have been spending my time the last years with an international organisation as a functional application manager for SharePoint Online providing administration, architecture, setup, providing training info and updates and second line support tasks for all the global sites worldwide.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s