How to Save Directly to SharePoint: A Simple Guide for Seamless File Uploads

Preface

Have you ever wished you could avoid the time-consuming manual upload process and save files directly to SharePoint? Well, you’re not alone. Many users are looking for an efficient way to save spreadsheets, documents, and other files to SharePoint without manual intervention and synchronization. In this post, you will see 3 ways.

Why is Saving Directly to SharePoint Such a Popular Option?

Converting manual file transfers to automatic FTP is beneficial because files are sent quicker thus increasing momentum to the more important issues.

A Complete Guide on How to Save Directly to SharePoint

Now that you know the advantages of saving directly in SharePoint, let’s look at some useful strategies to achieve this goal.

Method 1: Save Directly in an Office Application

For users who regularly use Microsoft Office applications, this method is ideal. You can save files to SharePoint without leaving the Office application.

1. Open the document: Open the document you want to save in your desired Microsoft Office program, such as Word, Excel, or PowerPoint.

2. Click the "Save As" button: Locate the "Save As" button. This button is usually located in the top-left corner of the application window.

3. Select "SharePoint" as the storage location: In the "Save As" dialog box, select "SharePoint" as the file storage location.

4. Log in to your SharePoint account: If you are not already logged in, log in to your SharePoint account.

5. Select the desired SharePoint library: Select the SharePoint library in which to save the file.

6. Save the file: To save the file to the selected SharePoint library immediately, click the "Save" button.

Method 2: Use the SharePoint Ribbon

This method is ideal for users who want to work directly in SharePoint. There is no need to open another app to save files to SharePoint.

1. Go to the selected SharePoint library: After opening the SharePoint site, navigate to the library where you want to save the file.

2. Click the "New" icon: Look for the “New” button at the top of the SharePoint page.

3. Choose the file type: Select the type of file you want to create. For example, Presentation, Spreadsheet, or Document.

4. Create a new file: The default Office application opens the newly created file.

5. Modify and save: After making the necessary changes, click the "Save" button in the Office program to save the file directly to SharePoint.

Method 3: Use a Third-party Service

For advanced users, third-party tools can be a useful option if you want automation and more flexibility. Additional features such as workflow automation, versioning, and synchronization are often available in these tools.

1. Choose the right third-party tool: Do your research to find a third-party tool that fits your needs and works well with SharePoint.

2. Setup and install the tool: Follow the installation instructions provided by the tool manufacturer.

3. Set up a SharePoint connection: Set up your application to connect to your SharePoint environment.

4. Save files directly to SharePoint: Use the tool’s interface to save files directly to SharePoint. Depending on the tool you choose, these steps may vary.

Bonus Tip: How to Save Directly to SharePoint from Other Clouds

This article addresses the question "how to save directly to SharePoint?" If you’re considering migrating files from your current cloud service to SharePoint, or vice versa, MultCloud can be extremely useful. Trusted by over 3 million users, MultCloud is a multi-cloud management tool that facilitates the transfer or synchronization of files between various cloud services.

For instance, it allows for seamless file transfers from cloud drives like Google Drive to SharePoint Online without the need to download and then re-upload files. MultCloud also enables you to access and manage all your cloud accounts via a single application. Currently, it supports more than 30 different cloud services, including Google Drive, OneDrive, Dropbox, Box, Google Photos, iCloud Photos, FTP, WebDAV, and more.

Conclusion

These techniques make it easy to save files directly to SharePoint, which can help increase efficiency and streamline your work processes. The best method for you will depend on your individual needs and preferences, so experiment with different strategies to find the one that works best for you.