SharePoint (Modern Sites) - Create a document library Tutorial
Learn how to create a document library in SharePoint to organize and manage your files effectively. Keep client-related folders in a separate location for easy access and prevent them from getting lost among other documents. Enhance collaboration and streamline your work process.
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SharePoint (Modern Sites) - Create a document library
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SharePoint (Modern Sites) - Prevent comments on modern pages
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SharePoint (Modern Sites) - Disable the OneDrive sync button
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SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
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SharePoint (Modern Sites) - Customise my SharePoint site navigation
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SharePoint (Modern Sites) - Delete a SharePoint site
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SharePoint (Modern Sites) - Configure the global Theme and logo
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Recovering deleted items (Recycle bin and Second-stage recycle bin)
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Create and modify a group
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Join a group
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Accessing applications from a group
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Creating a group
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Granting access to the SharePoint site to someone outside the company
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How to launch a New Teams Meeting in Outlook
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Work together on the same document
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Do I share with OneDrive, SharePoint, or TEAMS?
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Restoring an earlier version of your document
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Introducing Office 365 Groups
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Sharing a folder or document with someone outside the company
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Having a conversation within a group
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Creating a personalized permission level
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Targeting content using a specific audience
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Checking the granted shares
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Remove a member from a group
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Understanding the different types and roles of team sites in SharePoint
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Restricting a document to read-only mode (Extract a document)
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Create a meeting in the group calendar
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Creating a permission group
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Import, create, edit and share documents
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Use template to prepare your Agile SCRUM meeting
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How to approve a request
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Back up and saving notes
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Use and create a template
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Access to your recent documents
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How to request an approval
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Create a new group form or quiz in Microsoft Forms
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Creating or editing office documents in Engage
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Use Adobe sign
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Engaging and animating a group
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Create a team using a template
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Edit and enhance messages
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Reply to and react to a Teams conversation in an e-mail
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Share the link to collaborate or duplicate
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Interact in conversations
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Create a team and add members
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Creating or Joining a Team
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Creating and Joining a Meeting
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Manage a meeting
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Create a SharePoint news and send it via mail
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How to add Klaxoon to a current Teams meeting?
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Overview of conversations
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Private and small group chats
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How to integrate Klaxoon directly into a Teams meeting?
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How to start a Teams meeting from Klaxoon?
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Take notes in meetings
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Create a SharePoint site
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File Management
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Interact in a conversation
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Create a folder or a file in a library
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Collaborate within a conversation with Microsoft Loop
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Create Approval Templates
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Posting in a Channel
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Managing Teams and Channels
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Creating a Channel
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Store files in conversations
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Make a New Approval Request
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Create and publish a SharePoint page
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Copilot in Teams Conversations
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Create a SharePoint Lists
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Generate a usage report for my SharePoint site
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Customise my SharePoint site navigation
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Copilot During Teams Meetings
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Work together on the same document
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Customise my site Homepage
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Use version history
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Manage Document Approval
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Set Up Monitoring in a Channel with an RSS Feed
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Enable Klaxoon as an App in Teams
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Open and work on a document
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Manage Storage Spaces on Teams
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Rename and find a document
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Synchronise a SharePoint document library
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Add and Explore Workflows
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Find All Shares from the Same Person
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Make a File Request
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The Bcc Field in Detail
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Create your reservation page for appointment booking (Bookings)
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Share and Collaborate OneDrive
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Add and manage multiple accounts on Outlook
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Send a survey or questionnaire by email
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Create a Meeting Poll
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Create an appointment or meeting
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Send Emails on Behalf of Someone Else
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Use the Meeting Dashboard
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Respond to a meeting
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Share a task list
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Collaborate directly during an event with Microsoft Loop and Outlook
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Manage Teams online meeting options
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Create a collaborative email with Microsoft Loop and Outlook
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Respond to a Meeting Poll
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Prevent transfer for a meeting
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Create a task from a message
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Use the Scheduling Assistant
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Open a Shared Calendar
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Calendar Delegation Setup
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Share a document securely with Outlook
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Use a Shared Mailbox
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Share Your Calendar
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Mailbox Delegation Setup
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Respond to invitations as a delegate
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SharePoint Page Co-Editing: Collaborate in Real Time
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Relevant views to highlight your information
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Mobile access to your lists made simple
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A well-structured form for easy entry
- 01:17
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A quick setup with ready-made templates
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The key reasons to use Microsoft Lists
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Smooth updates and management for any list
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Easy sharing with your team or organization
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A fully custom list built from scratch
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Seamless collaboration inside Microsoft Teams
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Instant alerts tailored to your activities
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The essentials of the Lists interface
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Simple ways to add data to your list
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Excel data turned into a dynamic list
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The right column type for each data set
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Custom columns to match your needs
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Clear insights through filters and sorting
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Send an email with Power Apps and Outlook
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First steps with the patch function
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Create dynamic filters with named formulas
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Define centralized visibility rules
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Dynamic color palette with named formulas
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Introduction to named formulas
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First steps with variables
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Create new entries
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Easily edit your data
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Add a form to your app
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Customize data display
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Prepare your dynamic galleries
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Reusable components
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Structure your layout
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Master containers
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Optimize large data processing
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Galleries : a first look
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Add and manage data sources
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Controls explained and applied
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The Power Apps interface
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Why choose Power Apps?
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Visualize and group using Copilot in Excel with Python
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Improve a quiz with Copilot
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Sort and project using Copilot in Excel with Python
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Adapt Your Communication
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Adopt good meeting habits with Viva Insights
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Prepare and Run Your Meetings Effectively
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Organize Your Work Environment
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The DESC Method
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Use the Whiteboard Tool
- 01:04
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Use Microsoft Forms to Survey Your Team
- 02:06
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Motivators and Blockers
- 01:53
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The 5 Whys
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Use the F.A.I.R. Method
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Adapt Your Feedback to the Dominant Energy Tendency
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Use the Microsoft 365 Ecosystem
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The Pomodoro Method
- 01:38
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Use Microsoft 365 to Foster Motivation
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Use Planner to Align My Team's Priorities
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Set SMART Goals with Microsoft 365 Tools
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Is a hacker always a cybercriminal?
- 01:31
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Will I know what to do if I get hacked?
- 01:16
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Do I have to be an IT expert to protect myself?
- 01:14
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Do cybercriminals only target large companies?
- 01:21
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Are all files safe as long as I open them with trusted software?
- 01:24
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Is contactless payment safe ?
- 01:26
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Are online payments riskier than in-store ones?
- 01:21
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Is cloud storage less secure than my personal computer?
- 01:37
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Is scanning a QR code always safe?
- 01:21
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Can my mobile apps do anything without my permission?
- 01:19
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Is public Wi-Fi safe if no password is required?
- 01:26
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Is the sender’s email address enough to verify a message?
- 01:29
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Can I safely click a link in a message?
- 01:46
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Does connecting to a well-known website guarantee its safety?
- 01:27
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Am I safe online if I’m careful?
- 01:22
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Does private browsing make me anonymous?
- 01:27
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Are updates useless if everything works fine?
- 01:28
- Viewed 27 times
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Is a firewall the same as an antivirus?
- 01:31
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Does my antivirus block all threats?
- 01:46
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Is a free antivirus good enough?
- 01:38
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Is signing in with Google or Facebook a bad idea ?
- 01:34
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Is my password secure if it contains an @ and a number?
- 01:41
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Is a strong password all I need to stay safe?
- 01:55
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Unlock new possibilities with the Mistral Canvas
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Mistral at the service of coding
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Analyze and compare your documents with Mistral
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Generate your images and visuals with Mistral AI
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Use Mistral AI to summarize online information
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Exchange and manage your conversations with Mistral AI
- 03:31
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Explore Mistral AI's generative options
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Set up your Mistral workspace
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Discover Mistral, the French-style AI
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Instant alerts tailored to your activities
- 01:53
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Seamless collaboration inside Microsoft Teams
- 01:22
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Easy sharing with your team or organization
- 01:12
- Viewed 53 times
-
Relevant views to highlight your information
- 01:52
- Viewed 61 times
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Clear insights through filters and sorting
- 02:06
- Viewed 47 times
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A well-structured form for easy entry
- 01:17
- Viewed 56 times
-
The right column type for each data set
- 02:35
- Viewed 48 times
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Custom columns to match your needs
- 02:09
- Viewed 47 times
-
Smooth updates and management for any list
- 01:06
- Viewed 53 times
-
Simple ways to add data to your list
- 01:06
- Viewed 50 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 49 times
-
A fully custom list built from scratch
- 01:34
- Viewed 52 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 55 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 59 times
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The essentials of the Lists interface
- 02:01
- Viewed 51 times
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The key reasons to use Microsoft Lists
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- Viewed 54 times
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Personality and tone for a believable rendering
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
- 01:09
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Introduction to Microsoft Insights
- 02:04
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Introduction to Microsoft Viva
- 01:22
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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- Viewed 514 times
Objectifs :
This video aims to guide users on how to create a new document library in SharePoint, specifically for organizing client-related folders, ensuring they are easily accessible and not lost among other documents.
Chapitres :
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Introduction to Document Libraries in SharePoint
In this section, we discuss the importance of organizing documents within SharePoint. The default Documents library can become cluttered, making it difficult to locate client-related folders. Therefore, creating a dedicated document library is essential for better organization. -
Creating a New Document Library
To create a new document library, start by navigating to the SharePoint homepage. Click on 'New Document Library'. You will have several options: - **Blank Library**: This option creates a library without any metadata. - **Existing Library**: This option copies metadata from another library but does not include the files and folders. - **Templates**: You can also choose from pre-existing templates that come with metadata already applied. For this tutorial, we will create a blank library dedicated to client documents. -
Setting Up the New Library
Once you have created the new document library, you can set it up to be visible in the site navigation. This ensures that users can easily find and access it. Remember that the permissions for the new library will mirror those of the site: - **Members**: Can modify documents. - **Visitors**: Can only read documents. - **Owners**: Have full control over the library. -
Navigating Between Document Libraries
To efficiently navigate between your document libraries, use the button located to the right of the library name. By left-clicking on this button, you can quickly access other document libraries, enhancing your workflow. -
Conclusion
Creating a dedicated document library for client-related folders in SharePoint is a straightforward process that significantly improves document organization. By following the steps outlined in this video, users can ensure that important client documents are easily accessible and not lost among other files.
FAQ :
What is a SharePoint document library?
A SharePoint document library is a storage location within SharePoint where users can upload, manage, and share documents. It allows for organization through folders and metadata.
How do I create a new document library in SharePoint?
To create a new document library in SharePoint, go to the homepage, click on 'New', and select 'Document Library'. You can choose to start with a blank library or use a template.
What is the difference between a blank library and a library with copied metadata?
A blank library contains no pre-existing metadata, while a library with copied metadata will have the metadata structure from another library but will not include the actual files or folders.
Can I customize the permissions for a document library?
Yes, when you create a document library, the permissions can be customized. Members can modify documents, visitors can only read them, and owners have full control.
How can I navigate between different document libraries in SharePoint?
You can navigate between document libraries by using the navigation button located next to the library name. Left-clicking on it will show you the other document libraries available.
Quelques cas d'usages :
Organizing Client Documents
A marketing agency can create a dedicated document library for each client to store all related documents in one place. This helps in maintaining organization and ensures that client files are easily accessible without getting lost among other documents.
Using Templates for Consistency
A legal firm can use document library templates to ensure that all new libraries created for different cases have the same metadata structure. This consistency aids in document retrieval and management across various cases.
Managing Permissions for Sensitive Documents
A financial institution can set up a document library with strict permissions, allowing only certain team members to modify sensitive financial documents while others can only view them. This enhances security and compliance.
Efficient Document Retrieval
A project management team can utilize the navigation feature to quickly switch between different document libraries for various projects. This saves time and improves workflow efficiency.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Document Library
A SharePoint feature that allows users to store and manage documents in a centralized location. Document libraries can include metadata, versioning, and permissions.
Metadata
Data that provides information about other data. In the context of SharePoint, metadata can include details like author, date created, and document type, which help in organizing and retrieving documents.
Template
A pre-designed document or library structure that includes predefined settings and metadata. Templates can be used to create new libraries with consistent configurations.
Authorization
The permissions assigned to users or groups in SharePoint that determine what actions they can perform, such as viewing, editing, or managing documents.
Navigation
The process of moving through different sections or libraries within SharePoint. Effective navigation helps users find documents quickly and efficiently.
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