Get started in Microsoft 365

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Office.com is the best place to start your day,

get back to work or
create something new.

To get started, go to
Office.com and sign in.

At the top recommended
highlights

content with recent activity
that is important to you,

like upcoming meetings,

add mentions or edits.

Quick access shows files
with recent activity.

View content as a
list or grid and with

different filters
such as recently

open, shared and favorites.

Personalize the view by adding
your own custom filter.

My content shows all
your content across

file types and storage
locations in one place.

Choose one of the
filters or find

a file by typing part of

the document name into
filter by keyword.

Select "Filter" to open
a robust set of options,

including File Type,

Activity, and Time.

Right click or select
the three dots next to

the file to choose actions
like Open or Share.

Depending on the file type,

you may see options like
convert to PDF and more.

Want to create a new file?

From the left hand
menu select "Create".

Choose one of the options
to immediately get started.

Or use one of the
available templates.

New content is automatically
saved to your OneDrive,

making it easy to share and
collaborate with others.

You can directly open
Microsoft 365 apps such

as Word from the left hand menu

or by selecting
the app launcher.

Can't find what
you're looking for?

The search bar at the top,

helps you find content from

across your entire organization.

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When you're ready to save a document
in apps like Word, Excel, or PowerPoint,
select File, Save

Select OneDrive or Sites like a SharePoint
or Microsoft Teams site.

If your OneDrive or site isn't listed,
choose Add a Place and sign
in to the service you want.

Select where you wanna save the file,
Enter a File name, and Save.

Your document is now
saved, and any changes
are auto saved to the cloud.

If you're working online
with Office for the Web,
your doc starts saving as
soon as you start a new doc.
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In Teams, docs also automatically save
as you create and edit them.
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So you can access the latest
version from anywhere.

As you work in Microsoft 365,

it's simple to share
your documents

with others and collaborate.

Select "Share", enter a
name or e-mail address,

type a message if you
want, and select "Send".

Or select Copy link and share
the link wherever you want,

like in a document,
e-mail, or chat message.

Need to change the permissions

of the link before sharing?

Select Link settings,
and choose an option.

Anyone gives access to
anyone who receives

the link even if they're
outside of your organization.

People in your
organization gives anyone

in your org who has the
link access to the file.

People with existing access
is for when you want to

send the link to somebody
who already has access.

Specific people gives access

only to the people you specify,

and the link will only work for

people who you give access to.

You can also choose if you want

recipients to allow editing,

open in review mode only,

set an expiration date,

or set a password.

Select "Apply" and then "Send".

Sharing works the same
throughout Microsoft 365.

Select "Share" and the same
dialog box opens everywhere;

in File Explorer, in apps,

on the web, on Mac,

and even on your mobile device.

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>> Use comments, @mentions,

and tasks to give feedback
and communicate with

collaborators and guide them

to specific parts
of the document.

Add a comment, @mention
a co-worker if you want,

select the arrow to
post the comment.

Your co-worker will receive
an e-mail notification.

They can respond right from

the e-mail or select

the link to go directly
to the comment.

When you @mention someone
in a comment in the web,

you can also add a
task to track work.

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