Week 3: Share & collaborate with files

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Complete this checklist to master cloud storage and collaboration

• Manage your Drive and Docs editors files
• Learn sharing best practices
• Collaborate on files with your team

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Manage your Drive and Docs editors files

Upload files to Google Drive to access them on every device

You can store any file in Drive: pictures, drawings, videos, and more. You only need to store a file in Drive on one device, and it will automatically be available on all your other devices. There are three ways to get your files into Drive.

Upload files to Drive on the web

 

On your computer, you can upload from drive.google.com or your desktop. You can upload files into private or shared folders.

1. On your computer, go to drive.google.com.
2. At the top left, click New   File Upload or Folder Upload.
3. Choose the file or folder you want to upload.

Learn more at the Drive Help Center

Upload files from your mobile device

Note: If you decide later to uninstall the app, your Drive files won’t be affected and can still be accessed from Drive on the web.

1. Depending on your device, choose one of these options:
   • Android phone or tablet: Tap Google Play .
   • iOS devices: Tap App Store .
2. Find and install the Drive app.
3. Open the app containing the file you want to upload, tap Share, and then tap Drive.

(Advanced) Upload files to Drive from your desktop

If you want to upload files from your desktop, install and use Google Drive for desktop.

Note: Drive for desktop is only available if your administrator has turned it on for your organization or team

Get started with Drive for desktop 

Create new Docs files with URL shortcuts

Instead of constantly creating new files in Google Docs, Sheets, Slides, or Forms you can use a shortcut URL.

In your browser, enter one of these URLs:

• docs.new
• sheets.new
• slides.new
• forms.new

Learn more

Highlight important folders with stars and folder colors

Star important files and folders

Flag important files or folders to find them later.

1. Right-click a file or folder.
2. Select Add to Starred.
3. (Optional) To see all your starred files and folders, in the left sidebar, click Starred.

Color-code Drive folder

Organize your Drive visually with color-coded folders.

1. Right-click the folder you want to change.
2. Click Change color and choose the color you want. 

Learn more 

Manage file versions

In the past, you might have kept multiple drafts of your files in case you needed to refer or switch to earlier versions. Drive keeps all your drafts in one file. You can easily view or restore earlier versions.

View or revert to earlier versions of Google Docs, Sheets, and Slides files

1. In Drive, open your file.
2. Click FileVersion historySee version history.
3. Click a timestamp to see a previous version of the file. Below the timestamp, you’ll see:
   • Names of people who edited the document.
   • A color next to each person’s name. The edits they made appear in that color.
4. (Optional) To revert to this version, click Restore this version.

Download or revert to earlier versions of non-Google files in Drive

1. In Drive, click the file and at the top right, click More Manage versions.
2. Click More Download to download the file.
3. (Optional) To revert to an earlier version (such as the one you downloaded above), click Upload New Version, find the version of the file, and click Open.
4. Click Close.

Learn more

Access your files offline

Internet outages shouldn’t prevent you from working in Drive. Set up offline access so you can view and edit your files any time.

Important: To make sure other people can’t see your files, set up offline access on devices that only belong to you.

On the web

Chrome Browser only

Set up offline access for Docs, Sheets, and Slides:

1. Install the Google Docs Offline extension.
2. In Drive, click Settings Settings.
3. In the Offline section, check the Create, open and edit your recent Google Docs, Sheets, and Slides files on this device while offline box.
4. Click Done.
5. Right-click a file and turn on Available offline.

On mobile

Chrome Browser only

Set up offline access for Docs, Sheets, and Slides:

1. On your Android or Apple iOS device, open the Google Docs, Sheets, or Slides app.
2. Tap Menu Settings.
3. Turn on Make recent files available offline.

On your computer

Set up offline access for PDFs, Microsoft Office files, and more on your desktop:

1. Click Drive for desktop Open Google Drive .
2. Right-click the file or folder you want to access offline.
3. Click Drive File StreamAvailable offline.

For details, see Access your files. 

Learn more 

Attach Drive files in emails and calendar events

Attach Drive files in Gmail

1. On your computer, open Gmail.
2. At the top left, click Compose.
3. Click Google Drive .
4. Select the files you want to attach.
5. At the bottom of the page, decide how you want to send the file:
   • Drive link: This works for any files stored in Drive, including files created using Google Docs, Sheets, Slides, or Forms.
   • Attachment: This only works for files that weren't created using Google Docs, Sheets, Slides, or Forms.
6. Click Insert.

Attach Drive files in Calendar events

1. On your computer, go to Google Calendar.
2. Click an eventEdit event .
3. Click the Add description or attachments field.
4. Click My Drive or Upload and select your file.
5. Click Select or Upload. Your file will be attached to the event

Note: If your administrator doesn’t allow sharing Google Drive files outside of your organization, you can send Gmail attachments to external guests instead.

Learn more

Learn sharing best practices

Customize sharing settings for files and folders

Share a file or folder with specific people and set access levels

1. Select the file you want to share.
2. Click Share or Share .
3. Enter the email address or Google group you want to share with.
4. To decide what role people will have on your file, select Viewer, Commenter, or Editor.
5. If your account is eligible, you can add an expiration date for access.
6. Choose to notify people.
   • If you want to notify people that you shared an item with them, check the box next to Notify people. If you notify people, each email address you enter will be included in the email.
   • If you don't want to notify people, uncheck the box.
7. Click Send or Share.

Learn more

Choose a sharing expiration date

1. Open a file in Google Drive, Google Docs, Google Sheets, or Google Slides.
2. Click Share  find the user you'd like to give temporary permissions to.
   • If you haven't shared the file with that person yet, add the user's email and click Send or Share. At the top right of the document, click Share again.
3. Next to the person's name, click the Down arrow   Give temporary access.
4. Next to "Access expires," click a date to set as the expiration date. Choose a date within one year of the current date.
5. Click Save.

Learn more

Allow general access to a file

 

You can choose if your file should be available to anyone or restricted to only the people with access. If you allow access to anyone with the link, your folder won't restrict who can access it.

1. Select the file you want to share.
2. Click Share or Share .
3. Under “General access”, click the Down arrow .
4. Choose who can access the file.

5. To decide what role people will have with your file, select Viewer, Commenter, or Editor.
   • Learn more about how others view, comment, or edit files.
6. Click Done.

Choose to share a file from a shared drive folder

Requires at least Contributor access

Just like in Drive, there are different ways to share files in shared drives with people who aren't members of the shared drive.

Note: Folders in shared drives can't be shared. Also, your ability to share files might be limited by your organization. Ask your administrator for more information.

Share files with individuals or groups

1. Select the file you want to share.
2. Click Share or Share .
3. Enter the email address or Google group you want to share with.
4. To decide what role people will have on your file, select Viewer, Commenter, or Editor.
5. If your account is eligible, you can add an expiration date for access.
6. Choose to notify people.
   • If you want to notify people that you shared an item with them, check the box next to Notify people. If you notify people, each email address you enter will be included in the email.
   • If you don't want to notify people, uncheck the box.
7. Click Send or Share.

Share a link

To make a file widely accessible and avoid managing access in your organization, you can share the file with a link. Anyone in your organization who gets the link can access the file. Optionally, you can let other users share the link with people that are not in your organization.

1. In a shared drive, choose an option:
   • Select one file or folder you want to share.
   • Press and hold Shift and select multiple files or folders to share.
2. At the top, click Share .
3. (Optional) To specify what people can do with your file or folder when you share it, under your organization name, click Change:
   • To change the permission, at right, click the Down arrow  and select Viewer, Commenter, or Editor for files; Viewer, Commenter, Contributor, or Content Manager for folders.
   • To allow sharing the link outside of your organization, next to your organization name, click the Down arrow Public.

     Note: If you don't see this option, contact your administrator.

4. Click Copy link.
5. Click Done.
6. Paste the link in an email, on a website, or wherever you need to share it.

Create and collaborate on files with your team

Edit documents simultaneously with your team

After you've shared a Docs, Sheets, or Slides file, multiple people can work at the same time. You'll see people's changes as they make them, and every change is saved automatically.

Add comments and assign action items

1. In Docs, Sheets, or Slides, select the text you'd like to comment on.
2. Click Add comment .
3. Enter your comment in the box.
4. (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want. Each person will get an email with your comment and a link to the file.
5. (Optional) To assign the comment to a specific person, check the Assign to box.
6. Click Comment or Assign.

Note: If a file reaches the maximum number of comments, you can make a copy of the file without copying over any comments.

Set up comment notifications

1. Open a file in Docs, Sheets, or Slides.
2. Click Comment Notifications.
3. Choose when you want to receive notifications:
   • All: Whenever any comments are made.
   • Only yours: Whenever others reply to your comments or comments you are added to.
   • None: Never receive emails about comments for that file.

Learn more

Add and review suggested edits

You can propose changes directly in a document without editing the text by suggesting an edit. Your suggestions won’t change the original text until the document owner approves them. You must have edit or comment access to the document to suggest changes.

	In the top corner, make sure you’re in Suggesting mode, which may also appear as .
	To suggest an edit, simply begin typing where you think the edit should be made in the document. Your suggestions appear in a new color, and text you mark to delete or replace is crossed out (but not actually deleted until the document owner approves the suggestion).
	The document’s owner will receive an email with your suggestions. When they click any suggestion, they can Accept or Reject it.

Learn more

Chat within Docs files

You can collaborate within documents, spreadsheets, or presentations over chat, too. If more than one person has your file open, just click Show chat  to open a group chat. You can get instant feedback without ever leaving your file.

Learn more

See who changed your files

See all changes to a file or revert to a previous version

In Google Drive, open your file. From Docs, Sheets, or Slides, select FileVersion historySee version history. Note: You need Owner or Editor access to the file. Click a timestamp to see a previous version of the file. Below the timestamp, you’ll see: Names of people who edited the document. A color next to each person’s name. The edits they made appear in that color. (Optional) To revert, name, or copy a previous version, click: Restore this version to make it the active version. MoreName this version to name a previous version.  MoreMake a copy to create a copy of a previous version.

See who commented, edited, moved, or shared a file

1. In Drive, at the top right, click View details .
2. The Activity tab is automatically selected and all the activity for My Drive is listed. For each activity, the details include:
   • The file or folder affected
   • The user that made the change
   • The date and time of the activity
   • Any other users affected by the activity
3. In My Drive, select any item to see specific details.

Learn more

Use the Docs editors Explore tool

Use the Explore tool with Docs

Find and add suggested content to documents in Google Docs. The suggested content is related to what’s in your document. You can also search your docs and the web from within a document.

Use a suggested topic

1. At the bottom of your document, click Explore .

   On the right, you’ll see suggestions based on your content.

2. Click a topic.
3. Click links that are relevant to your topic.
4. Copy and paste any text from suggested content into your document.

   Tip: To clear any text formatting, select the text and click FormatClear formatting.

5. In the document, select where you want the footnote. Then, in the Explore results, hover over the source you quoted and click Cite to add a footnote.

Use related research

1. At the bottom of your document, click Explore .

   On the right, you’ll see suggestions based on your content.

2. (Optional) Click a research item to see the entire contents online.
3. Hover over a research item and click Add to add the text and a footnote.

Search for a topic

1. At the bottom of your document, click Explore .
2. In the Search box, enter information that is relevant to your citation (book, author, article title, and so on).
3. Click links that are relevant to your topic.
4. Copy and paste any text from suggested content into your document..

   Tip: To clear any text formatting, select the text and click FormatClear formatting.

5. In the document, select where you want the footnote. Then, in the Explore results, hover over the source you quoted and click Cite to add a footnote.

Learn more

Use the Explore tool with Sheets

A spreadsheet full of data can be daunting. Get summaries and charts of your data with the click of a button in Google Sheets.

Start exploring your data

1. In Sheets, open a spreadsheet with data.
2. Select a range of cells, columns, or rows. Otherwise, you’ll get insights based on where your cursor is.
3. At the bottom, click Explore .
4. Depending on the data in the sheet, you can:
   1. See which data a chart is based on—Hover over a chart to highlight its data in the spreadsheet.
   2. Ask questions about your data—Enter a search or choose a suggested question. If your answer includes a formula, you can drag it into a cell to add it.
   3. Add a chart—Hover over a chart and click Insert chart .
   4. Add a pivot table—Hover over a pivot table and click Insert pivot table .

Learn more

Use the Explore tool with Slides

You don’t have to switch to another application or own additional software to add and edit great images for your documents and presentations.

Add and edit an image

1. In Google Drive, open your document or presentation.
2. Drag an image from your computer, or do the following:
   1. Click InsertImage and choose where to get your image from (Drive, Photos, the web, and more).
   2. Double-click the image you want to add.
3. (Optional) To edit the image, click the imageImage options or Format options.
4. Make any changes:
   • Choose a different color option.
   • Adjust the transparency, brightness, or contrast.
   • In Slides, add a drop shadow.
   • In Slides, add a reflection.

   To undo these changes, click Reset image .

Crop an image

1. Click your image to select it.
2. Choose an option:
   • Click Crop  and drag the box where you want it.
   • In Slides, to crop your image into a shape, click the Down arrow  next to Crop  and select a shape.

   To revert to the original image, select the image and click Reset image .

Get suggestions for images

1. At the bottom of your presentation or document, click Explore .
2. In the Explore window, click Search  and search for text related to the image you want.
3. Click Images, then hover over an image and click Add .

Get suggested content for presentations

1. In Slides, open a presentation and click Explore .
2. In the Explore window, next to Search , enter your query and press Enter.
3. Choose an option:

   • To open a web result, under Web, click a link.
   • To add an image, click Images. Hover over an image and click Add .
   • To open a Drive file, click Drive and then click a file.

Learn more

Create surveys and quizzes

Forms lets you manage event registrations, create quizzes, analyze responses, and more.

Learn more

Next steps

Week 4: Run efficient projects 

 

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