Saving a file to a MyBC SharePoint site

Summary

There are a few options for saving a file to a MyBC SharePoint site.  Option 1 or 2 is the simplest way.  Option 3 can be used when you need to save an attachment or a file directly to SharePoint without having to save it to a local drive first. 

How To Save a file to a MyBC site

Option 1:The best practice and simplest way to save a file to a site is by opening the SharePoint site library first and then select New file from within the site. When you are ready to save it, click on File and choose Save As.  

Option 2: If the file is already saved on the local computer, you can choose Upload or Drag the files over to the SharePoint site location.

Option 3:  Save a document directly to a SharePoint Library without having to download the document to a local drive first.  You must use Internet Explorer for the following steps.

• This method of saving to a SharePoint site will be helpful if:
  • You receive an attachment in an email and want to save it directly to a SharePoint Library 
  • You opened a new file on your computer (did not open from within SharePoint) and need to save it directly to a SharePoint Library 

Note: Before you can take advantage of saving a file directly to the SharePoint Library in Windows Explorer, you need to configure the SharePoint Library just once.

1. Go to the SharePoint Document Library using Internet Explorer browser
2. Click on the Library tab
3. Click on Open With Explorer (see screen shot below) 
4. 
5. Windows Explorer will open.  Keep Windows Explorer open for use in the next few steps. 

Choose the instructions below that match the operating system of the computer you are working on. 

Windows 10

1. Using Windows Explorer that you opened previously, Click on Pin to Quick access (see screen shot below)
2. 
3. The Document Library will now be in the list of items under Quick Access in Windows Explorer.

This will allow easy access for saving local documents to the SharePoint library. When you click Save a document, you can choose the Document Library name from the list in Windows Explorer. 

Win 7 or Win8

Using Windows Explorer that you opened previously,

1. Right click on Favorites in the left Navigation bar (see screen shots)
2. Choose Add current location to Favorites
3. 
4. The Document Library will now be in the list of items under Favorites in the Navigation bar

This will allow easy access for saving local documents to the SharePoint library. When you click Save a document, you can choose the Document Library name from the list in Windows Explorer. 

Option 4 is another option for saving a file from a local drive: If you create a new file from a location outside of a MyBC site (your local computer), and want to save it directly to the MyBC site, it will take a few more steps and time.

1. Save to the MyBC site from your computer following the instructions below.
2. Copy the URL from the location on the MyBC site before you proceed to the next steps.
3. You will need to paste the URL into the location for saving if it is not already populated in the list under Save As.
4. Click File
5. Save As
6. Click on the Browse Folder  
7. Copy the URL from the site you want to save the document and Paste it in address bar   
8. Click on Save
9. The file should now be visible in the URL location