{"id":17754,"date":"2025-10-07T12:26:50","date_gmt":"2025-10-07T12:26:50","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=17754"},"modified":"2025-10-13T14:46:41","modified_gmt":"2025-10-13T14:46:41","slug":"how-to-save-scanned-pdfs-from-email-to-onedrive-and-move-them-to-sharepoint","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=17754","title":{"rendered":"How to Save Scanned PDFs from Email to OneDrive and Move Them to SharePoint"},"content":{"rendered":"\r\n

This guide will help you manage scanned documents (usually PDFs) that arrive by email, and organise them properly using OneDrive and SharePoint \u2014 without needing to download them to your computer.<\/span>\u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

\u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

Step 1: Download and save scanned document to OneDrive <\/div><\/span><\/p>\r\n\r\n\r\n\r\n
    \r\n
  1. Open <\/span>Outlook<\/span><\/b> and find the email with the scanned document attached.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
  2. Click the <\/span>downward arrow<\/span><\/b> next to the PDF attachment.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
  3. Select <\/span>Save to OneDrive<\/span><\/b>.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
  4. Choose the correct folder in your OneDrive (e.g., \u201cGovernance Documents\u201d).<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
  5. Click <\/span>Save<\/span><\/b>.<\/span>\u00a0<\/span><\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n

    Your document is now stored safely in OneDrive.<\/span>\u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

    \u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

    <\/span>Step 2: Rename the File in OneDrive<\/span><\/b> <\/div><\/span><\/p>\r\n\r\n\r\n\r\n
      \r\n
    1. Open <\/span>OneDrive<\/span><\/b> via Office.com or the OneDrive app.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
    2. Navigate to the folder where you saved the PDF.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
    3. Click the <\/span>three dots (\u2022\u2022\u2022)<\/span><\/b> next to the file name.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
    4. Select <\/span>Rename<\/span><\/b>.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
    5. Enter a clear and descriptive name \u2014 for example:<\/span>
      Colorectal_Governance_Sept2025.pdf<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
    6. Press <\/span>Enter<\/span><\/b> to confirm.<\/span>\u00a0<\/span><\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n

      \u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

      <\/span>Step 3: Move the File to SharePoint<\/span><\/b> <\/div><\/span><\/p>\r\n\r\n\r\n\r\n
        \r\n
      1. In OneDrive, click the <\/span>three dots (\u2022\u2022\u2022)<\/span><\/b> next to the renamed file.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
      2. Select <\/span>Move to<\/span><\/b>.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
      3. Choose the correct <\/span>SharePoint site<\/span><\/b> and folder:<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
      4. You may need to scroll or search for the site name.<\/span>\u00a0<\/span><\/li>\r\n\r\n\r\n\r\n
      5. Click <\/span>Move here<\/span><\/b> to complete the transfer.<\/span>\u00a0<\/span><\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n

        \u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

        \u2753<\/span><\/b> Need Help?<\/span><\/b>\u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

        Get in touch \u2014 <\/span>nuth.IT.Training@nhs.net<\/span><\/a>\u00a0<\/span>\u00a0<\/span><\/p>\r\n\r\n\r\n\r\n

        \u00a0<\/div>\r\n\r\n\r\n\r\n
        \r\n
        SharePoint Top tips homepage<\/strong><\/a><\/div>\r\n<\/div>\r\n\r\n\r\n\r\n

         <\/p>\r\n","protected":false},"excerpt":{"rendered":"

        This guide will help you manage scanned documents (usually PDFs) that arrive by email, and organise them properly using OneDrive and SharePoint \u2014 without needing to download them to your computer.\u00a0 \u00a0 Your document is now stored safely in OneDrive.\u00a0 \u00a0 \u00a0 \u00a0 \u2753 Need Help?\u00a0 Get in touch \u2014 nuth.IT.Training@nhs.net\u00a0\u00a0  <\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"eRecord.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[399],"tags":[],"class_list":["post-17754","page","type-page","status-publish","hentry","category-sharepoint"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/17754","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17754"}],"version-history":[{"count":11,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/17754\/revisions"}],"predecessor-version":[{"id":22072,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/17754\/revisions\/22072"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}