Office 365 Pinning Documents for Quick Access

Pinning Documents for Quick Access

Post type:
Knowledge

Posted by:
Sarah Chao

Published on:
9/14/2018

Suitable for:
Students; Teachers; Staff

Level of difficulty:
Basic

Office tool:
General Usage

Last modified: 10/12/2018 10:02 AM by

Sarah Chao

What you need to know

Pinning files that you frequently access is one of the quickest ways to get to documents you stored in Office 365 at VSB (both in your OneDrive or Collaboration Groups). Please note that you must had had accessed or worked on the document at least ONCE in order for you to be able to pin the document. This pinning functionality is only available for:

All Office Suite Document Types - Word, Excel, PowerPoint, OneNote
Sway Presentations

How to pin a file

Even though there are 3 methods discussed in this article on how to pin a file:

In the browser
In the Microsoft Office Suite Desktop tools
In the Microsoft Office Suite Mobile app

It is important to understand that the list of pinned files (stored in Office 365) will be reflected the same across all the platforms as long as you are logged in with your VSB account. This means that if you pin a file in the browser, you will also see the same file pinned in your corresponding Microsoft Office Suite tool and mobile app.

In the Browser

Log into Office 365 with your VSB email
Locate your file

A) If you have worked on it recently, find the Recent Section on the Office 365 landing page and skip to Step 4

OR

B) If you have not worked on them, then navigate to your file, open the file and continue to Step 3
click on "Office 365 " from the Quick App Launcher to return to your Office 365 landing page
Hover over the file and click on the pin icon to the right of the file name
Now your file is accessible under the Pinned Section

In the Microsoft Office Suite Desktop Tools

Please note: screenshots may vary slightly depending on whether you have the latest Office Suites, but the steps will be similar.

Click the Microsoft Office Suite tool (ex. Word) on your computer
Locate your file

A) If you have worked on it recently, look through the Recent sections on the tool home and skip to Step 4

OR

B) If you have not worked on them, then navigate to your file, open it and then continue to Step 3
Click on File > then the Home icon and you should see it under the Recent section
Hover over the file and click on the pin icon to the right at the end of the row
Now your file is accessible under the Pinned Section

In the Microsoft Office Suite Mobile Apps

Please note: screenshots may vary slightly depending on the type of tablet or mobile devices, but the steps will be similar.

Click on the Microsoft Office Suite Mobile App on your tablet or mobile phone
Locate your file

A) If you have worked on it recently, look through the Recent section of the app and then skip to Step 4

OR

B) If you have not worked on them, click on Open icon, find and open the file once, and close it
Click on the Recent icon to return to the list of Documents
Click on the " " to the right of the file name and select Pin to List
Now your file is accessible under the Pinned Section