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Using OneDrive and SharePoint for Business Document Management
Jun 5, 2024
Using OneDrive and SharePoint for Business Document Management
Importance of Secure and Accessible Documents
Business documents need to be:
Secure
Accessible from any device
Easily shareable between employees and customers
Solutions for these requirements:
OneDrive
SharePoint
Both are part of Microsoft 365 subscription.
OneDrive
Purpose
: Store individual or personal files.
Only the owner can see and edit unless shared.
Integration
: Tightly integrated with Microsoft apps like Word, Excel, PowerPoint.
Usage Examples
:
Private or sensitive information
Confidential business plans
Financial records
Performance reviews
SharePoint
Purpose
: Collaborate on files with a team.
Everyone with access to the SharePoint site can see and edit.
Access Methods
:
SharePoint site
Teams files (pointing to the same location)
Features
:
Create libraries, pages, workflows
Change document permissions
Content management system
Ideal for
: Team or project collaboration
Collaborative documents
Company policies
Project schedules
Training materials
Summary
OneDrive for individual tasks and sensitive information.
SharePoint for team-based projects and collaborative work.
Both ensure secure cloud-based document management.
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