​​Saving Office 365 files to SharePoint​

SharePoint is an online file storage system that holds records and working documents for Dietitians Australia. Saving to SharePoint allows documents to be easily accessed across the organization. Documents on SharePoint are backed up through the internet and do not rely on a specific computer or external drive, making SharePoint a reliable place to keep documents. Saving documents to SharePoint is simple and can be done directly from an Office 365 document on a personal device.

Saving directly to SharePoint

1. After creating a new Office 365 document (Word, Powerpoint, Excel, etc.), it can be saved directly to SharePoint. With the document open, first click ‘File’ in the top left of the window. 

2. Select ‘Save As’ from the left-hand menu.

3. Select "Sites - Dietitians Australia" to save to SharePoint. This option will have the green icon with an "S", indicating that it is SharePoint.

4. This will present a set of options. Navigate to the top folder of the SharePoint filing system by selecting "DA SharePoint". Other options will be presented below "DA SharePoint" and can be selected to quickly navigate to a folder if an appropriate folder for the file you are saving is shown. Each business area will have a specific location that is appropriate for files.

First menu options

After selecting "DA SharePoint" the top of the SharePoint filing system is presented

5. Navigate through the filing system to the appropriate sub-folder. If you are not sure which sub-folder is appropriate, discuss how your team manages files with your manager.

If the wrong folder is selected, click the ‘Up’ arrow to navigate back towards the top folders. 

From the Membership subfolder we can navigate back up using the ‘Up’ arrow.

6. After navigating to the correct folder, enter a name for your document and click "Save" to save the document to SharePoint.