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Collaborate on Shared Documents

You can upload a document on Teams and work on it with multiple people at once. Multidisciplinary Teams can collaborate on care plans and staff can edit and amend daily notes, shift rotas, or patient summaries.

Documents can be shared in 1-1 Chats, Group Chats and Teams Channels.

How can I share a file in a 1-1 Chat or Group Chat?

There are two ways in which you can share files in chats:

1.In the chat window where you wish to share a file, select ‘Files’. Then click ‘Share’ and locate the file you would like to upload from either OneDrive or your computer.

2. You can also upload a file by selecting the file icon, directly under the box where you type a message.

Share files in a Team/Channel

Select the channel in the Teams group that you would like to share a document to select ‘Files’, then ‘Upload’ and locate the file you wish to share.

Top Tips:

Creating folders: this is particularly useful in a Channel where lots of files are being shared as it  helps keep files organised. Create folders in the files tab by selecting ‘New’ > ’Folder’.

You can access all your recently shared files by selecting the ‘Files’ Tab on the left-hand side of the screen. This will show you all the files that have been shared with you and by you.

Please note:
  • When a Team in Microsoft Team is created, a SharePoint site is also automatically created. Each channel within your team will correspond to a folder in the document library
  • Files that are shared within a Teams conversation or via the channels files tab are automatically to the SharePoint
  • Any permissions are translated from the SharePoint directly to the Teams site

 

Updated on 07/05/2020

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