Microsoft Teams - Sharing Files, Creating a New file in a Channel

Overview

Files can be shared among team members with in chats and channels. Team members can view, edit and collaborate on Word, Excel or PowerPoint files vary easily within teams.

Procedures 

Share a file in a Chat message

1. Click the attachment paperclip icon at the bottom of the chat or channel window.

2. Choose OneDrive or Upload from my computer and double-click on a file.

3. Click Send.

OR

1. Click Chat - Files - Upload and then add a file.
2. Click Chat and the file is added to the chat window.

Share a File in a Channel

Every Chat and Channel has a Files tab at the top of the window, which shows all the files that have been uploaded under Files. All the files below can be shared using a link or each one can be selected individually.

1. Share all the files in the General view: While in a channel, click Files at the top and then choose Share. Complete the email addresses, add a message, and then Send or Copy a link to the General view.

A Share window appears

[Share window to add email addresses, a message with a Copy link and Send button]

2.  Share a specific file(s): Click to the left of a specific file(s) to select and then click Share. Add a name, group, or email, type a message, and then click Send or you can click copy link and send the link in an email.

[Files Share windows showing a single file selected]

Creating a New file in a Channel

You can start a new Word, Excel, PowerPoint, OneNote, Forms, and Visio drawing while in a channel.

1. While in a Channel, click Files.
2. Click the + New button.
3. Choose an application.
4. Name the document and then click Create.

The application opens in the channel window.

5. Once the document is complete, click Close in the upper right corner and the document appears below in the files area of the channel.

Working on a File Together

1. Select the three dots … to the right of the Word/Excel/PowerPoint file and then slide down to Open in and then Teams

[Three dots and Open in Teams selected under files in the chat window]

The application opens within the Teams window.

Teams will let you know who is currently working on the file.

[PowerPoint file open in Teams with name selected who is working on the file]

NOTE: If you have any questions regarding the file or need to get more information, click the chat icon from the top right of the window to start a conversation. These in-file discussions stay with the file in your chat/channel thread.

2. Click Close located in the top right corner to close the app window.

References/Links 

Sharing Files in Teams

Last Reviewed:   28-Feb-2023