Thursday, August 16, 2007

Quick SharePoint Tips


To Upload a Document:
1. From the menu bar, go to Documents and Lists.
Find a document library to use and click on its
name.
2. To upload a document from your local computer,
click Upload Document button. Browse to find the
file you want to upload and click Open. Click Save
and Close.
Editing a Document:
When you check out a document, other users cannot edit the document or see your changes to the document. If you later decide to check in the document without saving your changes, you can use the Discard changes and undo check out option on the Check In page. You lose any changes made while you checked out the document. The document reverts to the last checked-in version, and no version history is kept for the unsaved changes.
1. From the menu bar, go to Documents and Lists.
Find a document library to use and click on its
name.
2. Move the cursor over the document you want to
edit. A drop-down box will appear. Click the down
arrow of the drop-down box and select Edit to edit directly in SharePoint.
3. The document will open in the appropriate application. Go to File, Check Out. This will check the
document out to you and no other author will be
able to modify the document.
Adding Alerts and Announcements:
Alerts enable you to be notified by e-mail of any changes made to the content of your site. You can create alerts for lists and libraries, as well as for individual items and any files in them.
Adding Alerts:
You can specify how frequently you want to receive alerts. When you no longer need to follow changes for the list, library, item or file, you can delete your alerts at any time. Go to the page that displays the list or library for which you want to add an alert.
1. Under Actions, click Alert me.
2. In the Send Alerts To section, confirm that the
destination e-mail address is correct.
3. In the Change Type section, specify whether you
want to be notified when items have been added,
changed or deleted or click All changes to be notified
whenever any type of change occurs.
4. In the Alert Frequency section, click the number
that reflects how often you want to be notified of
changes.
5. Click OK.
Creating an Announcements List:
1. In the top link bar, click Create.
2. On the Create Page page, click one of the following
for the kind of list that you want to create:
a. Announcements
3. In the Name box, type a name for the list.
a. This field is required.
4. In the Description box, type a description of the
purpose of the list.
a. This field is optional.
5. In the Navigation section, if you want a hyperlink
to this list to appear on the Quick Launch bar, click
Yes.
6. Click Create.
Please visit http://newmeckweb/help/Training/Quick_Tips_for_SharePoint_End_Users.pdf for more SharePoint tips and hints.

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