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.

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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.

résultat(s)
00:00:00
I've just been assigned a
00:00:02
new client for my sales
00:00:04
team and I wish to create a folder in which
00:00:07
to put all the files related
00:00:08
to that client. First,
00:00:10
let's go to the document
00:00:12
library and click on New.
00:00:14
I can now create a folder and
00:00:16
even give it a specific color.
00:00:18
Let's go with a light grid and
00:00:21
name that folder. Client one.
00:00:26
Once created, Please note that SharePoint
00:00:28
is a platform dedicated to collaboration.
00:00:31
Therefore every person that has
00:00:34
access to the SharePoint site has
00:00:37
by default an access to my folder.
00:00:41
In that folder I am now going to go ahead
00:00:44
and create well first a Word document.
00:00:48
I can also create an Excel and a PowerPoint.
00:00:51
I'm going to start by renaming
00:00:54
the Word document too. Contract.
00:00:59
And close the documents.
00:01:01
I do not have to save this modification.
00:01:04
Now if I just refresh the page,
00:01:07
the contract is here.
00:01:10
I'm also going to create an Excel
00:01:12
workbook that I will call Budget,
00:01:15
but this time I will not rename it
00:01:18
using this way I will go back to
00:01:22
the library by closing the Excel.
00:01:24
Click on the three ellipses.
00:01:28
And rename. And this
00:01:31
fight will be called Budget client one.
00:01:38
I can now save
00:01:39
the new name and I just created
00:01:42
a folder and new documents in
00:01:44
a SharePoint document library.

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résultat(s)
00:00:00
Acabei de ser designado um
00:00:02
novo cliente para as minhas vendas
00:00:04
a equipa e eu pretendemos criar uma pasta na qual
00:00:07
para colocar todos os ficheiros relacionados
00:00:08
a esse cliente. Em primeiro lugar,
00:00:10
vamos ao documento
00:00:12
biblioteca e clique em Novo.
00:00:14
Agora posso criar uma pasta e
00:00:16
até dá-lhe uma cor específica.
00:00:18
Vamos com uma grelha de luz e
00:00:21
nomeie essa pasta. Cliente um.
00:00:26
Uma vez criado, tenha em atenção que o SharePoint
00:00:28
é uma plataforma dedicada à colaboração.
00:00:31
Portanto, todas as pessoas que têm
00:00:34
o acesso ao site do SharePoint tem
00:00:37
por predefinição, um acesso à minha pasta.
00:00:41
Nessa pasta vou agora prosseguir
00:00:44
e criar bem primeiro um documento do Word.
00:00:48
Também posso criar um Excel e um PowerPoint.
00:00:51
Vou começar por renomear
00:00:54
o documento do Word também. Contrato.
00:00:59
E feche os documentos.
00:01:01
Não tenho de guardar esta alteração.
00:01:04
Agora, se eu apenas atualizar a página,
00:01:07
o contrato está aqui.
00:01:10
Vou também criar um Excel
00:01:12
livro de trabalho que chamarei de Orçamento,
00:01:15
mas desta vez não vou renomeá-lo
00:01:18
usando desta forma vou voltar para
00:01:22
a biblioteca fechando o Excel.
00:01:24
Clique nas três elipses.
00:01:28
E renomear. E isto
00:01:31
a luta chamar-se-á Budget client one.
00:01:38
Agora posso salvar
00:01:39
o novo nome e acabei de criar
00:01:42
uma pasta e novos documentos em
00:01:44
uma biblioteca de documentos do SharePoint.

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résultat(s)
00:00:00
Mi è appena stato assegnato un
00:00:02
nuovo cliente per le mie vendite
00:00:04
io e il team desideriamo creare una cartella in cui
00:00:07
per mettere tutti i file relativi
00:00:08
a quel cliente. Per prima cosa,
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andiamo al documento
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libreria e clicca su Nuovo.
00:00:14
Ora posso creare una cartella e
00:00:16
anche dargli un colore specifico.
00:00:18
Procediamo con una griglia luminosa e
00:00:21
assegna un nome a quella cartella. Cliente uno.
00:00:26
Una volta creato, tieni presente che SharePoint
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è una piattaforma dedicata alla collaborazione.
00:00:31
Quindi ogni persona che ha
00:00:34
l'accesso al sito di SharePoint ha
00:00:37
per impostazione predefinita, un accesso alla mia cartella.
00:00:41
In quella cartella ora vado avanti
00:00:44
e crea bene prima un documento Word.
00:00:48
Posso anche creare un Excel e un PowerPoint.
00:00:51
Inizierò rinominando
00:00:54
anche il documento Word. Contratto.
00:00:59
E chiudi i documenti.
00:01:01
Non è necessario salvare questa modifica.
00:01:04
Ora, se aggiorno la pagina,
00:01:07
il contratto è qui.
00:01:10
Ho intenzione di creare anche un Excel
00:01:12
cartella di lavoro che chiamerò Budget,
00:01:15
ma questa volta non lo rinominerò
00:01:18
usando questo modo tornerò a
00:01:22
la libreria chiudendo Excel.
00:01:24
Fai clic sulle tre ellissi.
00:01:28
E rinomina. E questo
00:01:31
la battaglia si chiamerà Budget Client One.
00:01:38
Ora posso salvare
00:01:39
il nuovo nome e l'ho appena creato
00:01:42
una cartella e nuovi documenti in
00:01:44
una libreria di documenti SharePoint.

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résultat(s)
00:00:00
Мне только что назначили
00:00:02
новый клиент для моих продаж
00:00:04
мы с командой хотим создать папку, в которой
00:00:07
поместить все связанные файлы
00:00:08
этому клиенту. Во-первых,
00:00:10
давайте перейдем к документу
00:00:12
библиотека и нажмите «Создать».
00:00:14
Теперь я могу создать папку и
00:00:16
даже придайте ей определенный цвет.
00:00:18
Давайте воспользуемся световой сеткой и
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назовите эту папку. Клиент один.
00:00:26
После создания обратите внимание, что SharePoint
00:00:28
это платформа, предназначенная для совместной работы.
00:00:31
Поэтому каждый, у кого есть
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доступ к сайту SharePoint имеет
00:00:37
по умолчанию доступ к моей папке.
00:00:41
В этой папке я сейчас пойду дальше
00:00:44
и сначала создайте документ Word.
00:00:48
Я также могу создать Excel и PowerPoint.
00:00:51
Я начну с переименования
00:00:54
документ Word тоже. Контракт.
00:00:59
И закройте документы.
00:01:01
Мне не нужно сохранять эту модификацию.
00:01:04
Теперь, если я просто обновлю страницу,
00:01:07
контракт здесь.
00:01:10
Я также собираюсь создать Excel
00:01:12
рабочая книга, которую я назову «Бюджет»,
00:01:15
но на этот раз я не буду ее переименовывать
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используя этот способ, я вернусь к
00:01:22
библиотеку, закрыв Excel.
00:01:24
Нажмите на три эллипса.
00:01:28
И переименуйте. И это
00:01:31
Поединок будет называться «Бюджетный клиент один».
00:01:38
Теперь я могу сэкономить
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новое имя, которое мы только что создали
00:01:42
папка и новые документы в
00:01:44
библиотека документов SharePoint.

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résultat(s)
00:00:00
Me acaban de asignar un
00:00:02
nuevo cliente para mis ventas
00:00:04
equipo y yo queremos crear una carpeta en la que
00:00:07
para poner todos los archivos relacionados
00:00:08
a ese cliente. En primer lugar,
00:00:10
vayamos al documento
00:00:12
biblioteca y haga clic en Nuevo.
00:00:14
Ahora puedo crear una carpeta y
00:00:16
incluso darle un color específico.
00:00:18
Vamos con una rejilla de luz y
00:00:21
ponle nombre a esa carpeta. Cliente uno.
00:00:26
Una vez creado, tenga en cuenta que SharePoint
00:00:28
es una plataforma dedicada a la colaboración.
00:00:31
Por lo tanto, cada persona que tiene
00:00:34
el acceso al sitio de SharePoint tiene
00:00:37
de forma predeterminada, un acceso a mi carpeta.
00:00:41
En esa carpeta, ahora voy a continuar
00:00:44
y cree bien primero un documento de Word.
00:00:48
También puedo crear un Excel y un PowerPoint.
00:00:51
Voy a empezar por cambiar el nombre
00:00:54
el documento de Word también. Contrato.
00:00:59
Y cierra los documentos.
00:01:01
No tengo que guardar esta modificación.
00:01:04
Ahora, si tan solo actualizo la página,
00:01:07
el contrato está aquí.
00:01:10
También voy a crear un Excel
00:01:12
libro de trabajo que llamaré Presupuesto,
00:01:15
pero esta vez no le cambiaré el nombre
00:01:18
usando esta forma volveré a
00:01:22
la biblioteca cerrando el Excel.
00:01:24
Haga clic en las tres elipses.
00:01:28
Y cámbiale el nombre. Y esto
00:01:31
La pelea se llamará Budget Client One.
00:01:38
Ahora puedo ahorrar
00:01:39
el nuevo nombre y lo acabo de crear
00:01:42
una carpeta y nuevos documentos en
00:01:44
una biblioteca de documentos de SharePoint.

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