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Send To Operation between SharePoint and OneDrive library

Posted by Paul on June 18, 2014


In this article we can explore how to use the Send To option between a SharePoint library & OneDrive library.

What is Send To?

The Send To option enables easier copying of files between different document locations.

image

What are the Steps involved?

Following are the major steps involved in configuring Send To locations:

1. Extract the target document library URL excluding the special characters & page names

2. Configure the URL in document library > Advanced Settings

3. Add target URL to trusted sites in your browser, if source & target are different sites

Practical

Please follow the steps below to achieve the same. I am using SharePoint 2013 Online version for the demonstration as the same should work in On-Premise too.

Step 1: Create source document

Open your source SharePoint site & create a document as shown below.

image

Step 2: Construct Target URL

Open your Target location. In this case it is OneDrive.

image

Construct the Target URL using the document library name. In my case the target raw URL is:

https://yourname/personal/_layouts/15/start.aspx#/Documents/Forms/All.aspx

I modified it to following:

https://yourname/personal /Documents

Ensure the URL is working when you copy-paste it in the browser.

Step 3: Configure the URL

Come back to the source-library > library settings > advanced settings. Scroll down and you can find the Custom Send To Destination section as shown below.

image

Enter a Destination name & enter Target URL in the URL textbox.

image

Click Ok to save changes.

Step 4: Add to Trusted file location

Open your browser settings & add the Target URL to the Trusted file location:

image

Step 5: Perform Copy

Now you are ready to try the Send To option. Open your source library, check the file and choose File > Send To option. Choose the configured location from the drop down.

image

You will get the following page.

image

You may wish to choose the automatic update feature. For time being choose No.

image

Click Ok to start the copying operation. You will get a dialog, Click Ok to continue. You will get the success message as shown below.

image

Step 6: Verify copy

You can open the target OneDrive location to see the file is being copied there.

image

This confirms the Send To operation.

image

Please note that through Content Organization feature, more locations can be added for the copying purpose.

References

http://bit.ly/1x9F2PK

Summary

In this article we have explored how to configure Send To between different SharePoint library locations. Please note the trusted sites step while working with different site collections.

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2 Responses to “Send To Operation between SharePoint and OneDrive library”

  1. AKS said

    Quite Informative! Thank you Sir for sharing… : )

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