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How to Transfer Document Ownership to Work on Climate

Learn how to transfer document ownership to Work on Climate using shared drives. Follow this step-by-step tutorial to ensure your documents are properly managed.

By Felix Nguyen-Dalton

In this guide, we'll learn how to transfer ownership of a document from a personal email account to a Work on Climate shared drive. This ensures that the organization retains control and access to important documents. We'll cover the steps to make a copy of the document, move it to the correct shared drive, and change the ownership to the organization.

By following these steps, you can ensure that all team members have the appropriate access and that the document is properly managed within the organization's shared resources.

For documents created (accidentally) created using personal email

In this case, I've noticed that our document was created by someone using their personal email address.

Since we want our documents tied to Work on Climate, they should be created with a Work on Climate email address. Optimally, they will be created and shared in our shared drives, which will default to giving the organization ownership of the document. You can't transfer documents outside of the company. In this case, I'll make a copy of this document.

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Click on "File" → "Make a copy"
Step #1: Click on "File" → "Make a copy"
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You can save it directly to the correct location (shared drive) here. (Skip to
Step #2: You can save it directly to the correct location (shared drive) here. (Skip to
3
To move your document, click the folder icon next to the document title. In the location selection window, click All locations → Shared Drives → Team Drive
Step #3: To move your document, click the folder icon next to the document title. In the location selection window, click All locations → Shared Drives → Team Drive

How to Transfer Document Ownership to Work on Climate