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Enhanced Document Management with OneDrive for Business & OnePlace Solutions

Jessica is a senior marketing professional with over 10 years in the industry.
Jessica Mckenzie
27 September 2021
Insert documents to emails from your OneDrive for Business 

What is OneDrive for Business? 

OneDrive for Business provides a personal location for users in Microsoft 365.   

This space allows for any documents to be stored in a personal location and also provides the ability to share individual documents stored in this location with selected team members. 

When creating a new document in Word or Excel with Microsoft 365, the default OneDrive for Business 'Documents' folder is selected. It is possible to create a hierarchy and folders within this location to organize documents in a meaningful way.  Once documents are stored here, there will still be requirements to work with the content here and even share the documents with other team members. 

Improve productivity  

OnePlace Solutions provides a central access point to allow you to access all your documents in Microsoft 365, regardless of where they may be saved. With enhanced document management capabilities delivered to the desktop, it is possible to rename a document, delete documents as required and reduce any need to context shift to the browser.  Users will also be able to view any version history, preview documents from their desktop, and download documents to continue working on them when they need, and keeping users productive.

OnePlace Solutions delivers a seamless connection to OneDrive for Business and provides a simplified option to select folders as favorite locations for efficient accessibility, as well as able to drag and drop directly to the OneDrive folder.

 OnePlace Solutions provides a central access point to allow you to access all your documents in Microsoft 365, regardless of where they may be saved.


Insert documents to emails from your OneDrive for Business 

When composing an email or responding to an email, OnePlace Solutions provides streamlined access to your documents in OneDrive for Business with seamless integration with Outlook, including the ability to select and attach a document to your email. 

It is easy to save attachments such as Word or PDF documents in emails and save them to OneDrive for future reference or as a working document including on mobile devices with the OnePlaceMail App.

Insert documents to emails from your OneDrive for Business 


Sharing content with other Microsoft 365 locations- SharePoint & Teams  

While OneDrive for Business is a great personal space to store documents for users, shared content that is for your team or business should be stored in Microsoft SharePoint or Microsoft Teams.  

Organizational workflows or processes may include the document being created in OneDrive, and when ready to be shared with the wider team or a larger audience the document should be stored in SharePoint as a record or official document, or further collaboration may be required in a smaller team through Microsoft Teams.

OnePlace Solutions provides the ability to move a document seamlessly from the OneDrive location to the SharePoint/Teams location, by providing an easy-to-use folder structure.  

Sharing content with other Microsoft 365 locations- SharePoint & Teams  


There may also be a requirement such as creating a template or structured document and the requirement to keep the original document in the source location and store a copy of the document with other team members. OnePlace Solutions provides these options within OnePlaceMail Desktop and OnePlaceDocs – allowing users to experience the complete M365 benefits without leaving their desktop.  

Install OnePlace Solutions here.

Latest news & blogs

| Jessica Mckenzie | Blog

ESPC23 Unwrapped: Navigating the Future with Microsoft Innovations

Europe’s top Microsoft technologies conference, ESPC23 took place last week, and we were there, thrilled to be part of it!

This event delivers the opportunity to learn the most up-to-date practices, advice, and techniques from the finest Microsoft 365, SharePoint, Teams, Power Platform, and Azure experts globally, including Microsoft Product team members and independent community leaders, including Regional Directors (RDs), MVPs, and Microsoft Certified Masters (MCMs). Because of this, an extraordinary community of like-minded people converge!

Thank you to everyone who visited our booth during the event or the demo in the community area – it was great to meet old and new faces alike, and hear your feedback and ideas – it shapes our future, so stay tuned for what's to come! If you would like to continue the conversation, please contact us.

Here are key takeaways from ESPC23:

Microsoft 365 Co-Pilot – The Next Big Thing!

  • Co-Pilot emerged as a game-changer, but success hinges on quality data input
  • Ensure data is centrally stored and easily accessible to maximize Co-Pilot's capabilities
  • Data cleanliness is paramount – you get out what you put in! Prioritize accurate data for Co-Pilot effectiveness
  • Eliminate outdated or conflicting data to prevent confusion and enhance Co-Pilot's decision-making prowess

SharePoint Embedded Public Preview - Now Available

  • Explore a revolutionary way to build custom content apps for enterprises and ISVs with SharePoint Embedded, now available for public preview.
  • Learn more about this exciting development announced at ESPC23.

The New Microsoft Teams Client: Performance, Rollout, and Feature Parity

  • Since Microsoft announced the general availability of the new rebuilt Teams client in October, ESPC23 delved into discussions about performance enhancements, technical rollout, change management, and achieving feature parity with Teams classic.
  • Discover the ins and outs of the new Microsoft Teams client Introducing the new Microsoft Teams client – Teams | Microsoft Learn

In-Person Conferences: The Power of Connection and Networking

  • Despite the digital era, in-person conferences remain an invaluable way to connect and network.
  • A Microsoft MVP captured the sentiment: "This is the only time I see people in person; I'm now 100% remote. I feel like this is my chance to come to the office and talk with my fellow speakers."

To learn more and explore how we provide a streamlined and consistent approach way for people to engage with business systems built on Microsoft 365 for better information management and governance, contact us for a personalized demo.

| Jessica Mckenzie | Blog

ESPC23: Visit the top European Microsoft Conference

Join us at the top European Microsoft Conference, ESPC23 - where an extraordinary community converges to explore the latest innovations and trends in the realm of Microsoft technologies

| Jessica Mckenzie | Upcoming

ESPC23 Amsterdam

Join us for Europe’s top Microsoft technologies conference, ESPC23, 27th – 30th November 2023, in Amsterdam.

At ESPC, you will hear the latest expertise on Copilot, Microsoft Teams, AI, Azure, Microsoft Viva, Microsoft Graph, Microsoft Power Platform, Governance, CoE, SharePoint, Migrations, PowerShell.

Schedule a demo

See the OnePlace Solutions product suite in action and unlock the potential of your data by leveraging the SharePoint platform.

Try free

Download and try the full OnePlace Solutions product suite for Windows Desktop and Apps for Microsoft 365.

Contact us

We're here to help, so please don’t hesitate to get touch with any questions you may have.