SharePoint (Modern Sites) - Create a folder or a file in a library Video
Learn how to create a folder or file in a library using SharePoint. This tutorial guides you through the process and highlights the platform's collaboration features. Start organizing your files efficiently and collaborate seamlessly with your team.
- 1:46
- 1578 views
-
Teams - Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3833 times
-
SharePoint (Classic Sites) - Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 4179 times
-
SharePoint (Classic Sites) - Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3648 times
-
SharePoint (Classic Sites) - Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 3386 times
-
SharePoint (Classic Sites) - Creating a permission group
- 3:53
- Viewed 3283 times
-
SharePoint (Classic Sites) - Targeting content using a specific audience
- 3:35
- Viewed 3521 times
-
SharePoint (Modern Sites) - Open and work on a document
- 2:42
- Viewed 1186 times
-
SharePoint (Modern Sites) - Synchronise a SharePoint document library
- 1:42
- Viewed 1168 times
-
Remove a watermark
- 2:20
- Viewed 34364 times
-
Activate the features of Teams Premium
- 3:48
- Viewed 17956 times
-
Change the default font for your emails
- 1:09
- Viewed 15997 times
-
How to recall or replace a sent email in Outlook Web
- 0:53
- Viewed 15989 times
-
Collapsible headings
- 3:03
- Viewed 15644 times
-
How do I prevent the transfer of an email?
- 2:07
- Viewed 13905 times
-
Create automatic reminders
- 4:10
- Viewed 11616 times
-
Protect a document shared by password
- 1:41
- Viewed 11309 times
-
Morph transition
- 0:43
- Viewed 10411 times
-
Creating a Report
- 2:54
- Viewed 9595 times
-
Summary of the Microsoft 365 task management system
- 02:46
- Viewed 51 times
-
Track in Planner and Lists and summarize in Teams
- 05:55
- Viewed 38 times
-
Automate task creation and deadline reminders
- 06:49
- Viewed 82 times
-
Choose between Forms, Lists, and Power Apps to collect and manage tasks
- 02:22
- Viewed 41 times
-
Track your daily tasks with To Do and Planner
- 03:33
- Viewed 64 times
-
Manage team tasks with Microsoft Planner
- 02:06
- Viewed 41 times
-
Collaborate on tasks with Team, Loop, and Planner
- 02:11
- Viewed 45 times
-
Create tasks automatically from a SharePoint list
- 02:25
- Viewed 47 times
-
Create a task tracking board in Microsoft Lists
- 02:42
- Viewed 45 times
-
Centralize emails, conversations, and forms into a single task management flow
- 02:28
- Viewed 40 times
Objectifs :
This video aims to guide users through the process of creating a folder and documents in SharePoint, emphasizing collaboration and document management within a sales team context.
Chapitres :
-
Introduction to SharePoint Document Management
SharePoint is a powerful platform designed for collaboration among team members. In this video, we will explore how to effectively manage documents related to a new client by creating a dedicated folder within the SharePoint document library. -
Creating a New Folder
To begin, navigate to the document library in SharePoint. Follow these steps to create a new folder: 1. Click on the 'New' button. 2. Select 'Folder' from the dropdown menu. 3. Choose a specific color for the folder; for this example, we will select a light green color. 4. Name the folder 'Client One'. Once created, remember that all users with access to the SharePoint site will automatically have access to this folder. -
Adding Documents to the Folder
Now that the folder is set up, we can start adding documents. The following steps outline how to create different types of documents: - **Creating a Word Document:** 1. Click on 'New' and select 'Word Document'. 2. Rename the document to 'Contract'. 3. Close the document; there is no need to save changes manually. - **Creating an Excel Workbook:** 1. Click on 'New' and select 'Excel Workbook'. 2. Initially, do not rename it. 3. Close the Excel workbook to return to the document library. 4. Click on the three ellipses next to the workbook to rename it. 5. Change the name to 'Budget Client One' and save the new name. -
Conclusion
In this video, we successfully created a folder and added new documents within a SharePoint document library. This process not only organizes files related to a specific client but also enhances collaboration among team members. By following these steps, users can efficiently manage their documents in SharePoint.
FAQ :
What is SharePoint used for?
SharePoint is used for collaboration, document management, and sharing information within organizations. It allows teams to work together on projects and access shared resources.
How do I create a folder in SharePoint?
To create a folder in SharePoint, go to the document library, click on 'New', select 'Folder', and then name your folder. You can also choose a color for the folder.
Can I create different types of documents in SharePoint?
Yes, in SharePoint, you can create various types of documents including Word documents, Excel workbooks, and PowerPoint presentations.
What happens when I create a folder in SharePoint?
When you create a folder in SharePoint, it is accessible to all users who have access to the SharePoint site, allowing for collaborative work.
How do I rename a document in SharePoint?
To rename a document in SharePoint, click on the three ellipses next to the document name, select 'Rename', and then enter the new name.
Quelques cas d'usages :
Client Project Management
A sales team can use SharePoint to create a dedicated folder for each client, organizing all related documents such as contracts, budgets, and presentations in one place. This improves collaboration and ensures all team members have access to the latest information.
Document Collaboration
Multiple team members can work on different types of documents (Word, Excel, PowerPoint) within the same SharePoint folder, allowing for real-time collaboration and updates. This can enhance productivity and streamline project workflows.
Organizing Marketing Materials
Marketing teams can create folders for various campaigns in SharePoint, storing all related documents, presentations, and budgets. This helps in maintaining organization and easy access to materials needed for campaign execution.
Budget Tracking
Finance teams can create an Excel workbook in SharePoint to track budgets for different projects. By renaming and organizing these workbooks, they can easily monitor expenses and share updates with stakeholders.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that allows users to create, manage, and share documents and information within an organization.
Document Library
A storage location in SharePoint where documents and files can be uploaded, organized, and shared among users.
Folder
A virtual container used to organize files and documents within a document library.
Word Document
A file created using Microsoft Word, typically used for text-based documents.
Excel Workbook
A file created using Microsoft Excel, used for organizing data in spreadsheets.
PowerPoint
A presentation software developed by Microsoft used to create slideshows composed of text, images, and other media.
Renaming
The process of changing the name of a file or folder to better reflect its content or purpose.
Ellipses
A set of three dots (...) used in user interfaces to indicate that more options are available.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise
