How to Save Scanned PDFs from Email to OneDrive and Move Them to SharePoint

This guide will help you manage scanned documents (usually PDFs) that arrive by email, and organise them properly using OneDrive and SharePoint — without needing to download them to your computer. 

1. Open Outlook and find the email with the scanned document attached. 
2. Click the downward arrow next to the PDF attachment. 
3. Select Save to OneDrive. 
4. Choose the correct folder in your OneDrive (e.g., “Governance Documents”). 
5. Click Save. 

Your document is now stored safely in OneDrive. 

1. Open OneDrive via Office.com or the OneDrive app. 
2. Navigate to the folder where you saved the PDF. 
3. Click the three dots (•••) next to the file name. 
4. Select Rename. 
5. Enter a clear and descriptive name — for example:
   Colorectal_Governance_Sept2025.pdf 
6. Press Enter to confirm. 

1. In OneDrive, click the three dots (•••) next to the renamed file. 
2. Select Move to. 
3. Choose the correct SharePoint site and folder: 
4. You may need to scroll or search for the site name. 
5. Click Move here to complete the transfer. 

❓ Need Help? 

Get in touch — nuth.IT.Training@nhs.net