How to Use Delve for Office 365: Grouping and Sharing Documents

This is part one of a two-part series of posts on Office Delve, Office 365’s tool for finding, displaying, and sharing information like documents and files. If you’re not familiar with Delve, check out our post What is Office Delve?

The best way to group and share documents in Delve is through boards. The seconds below teach you how to create, find, follow, and share boards in Delve.

How to create a board in Delve

At the time of publishing, you can only create boards via existing content, and keep in mind that you can’t delete boards (yet).

To create a board:

  1. Find the file you’d like to create the board from, and click the + Add to board button in the lower left corner of the content card.
  2. A field will appear where you can type the name of the new board you wish to create. It will also populate the names of existing boards as you type that you can select if you’d prefer to add the content to a board you’ve already created.
  3. To view your new board, click on its name on the content card.

How to find, follow, and share boards in Delve

Similar to other social networks like Pinterest, Delve allows you to follow a board you find interesting, so you can come back to it easily and keep track of changes. According to Microsoft,

  • When you create a board, or add new content to one, you automatically follow the board. You can also click Follow at the top of a board to start following it.
  • To stop following a board, go to the board and click Unfollow at the top.
  • To get back to a board, you can either use the Boards list on the left, or search for the board by name.

It’s also easy to share a link to a board with your colleagues. At the top of the board’s page, you’ll see a Send a link button; simply click that and an email window will appear.

To see following and finding boards in action, check out this video:

We hope you begin to use Delve in Office 365 for Business and find it a helpful tool for content management and collaboration. Let us know if you have any tips or questions about Delve.

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