SharePoint (Modern Sites) - Synchronise a SharePoint document library Video

Learn how to synchronize a SharePoint document library with your File Explorer. Access your documents not only through Microsoft SharePoint but also conveniently through your File Explorer. Watch the video to discover how to set it up and enhance collaboration with your sales team.

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Objectifs :

This video aims to guide users on how to synchronize Microsoft SharePoint with File Explorer, allowing seamless access to documents and folders directly from their computer. It emphasizes the importance of proper synchronization management to avoid data loss.

Chapitres :

  1. Introduction to Microsoft SharePoint Synchronization
    In this section, we introduce the concept of using Microsoft SharePoint for document management within your sales team. The goal is to access documents not only through SharePoint but also via File Explorer, enhancing convenience and efficiency.
  2. Accessing the Template Library
    To begin, navigate to the template library within SharePoint. This library contains essential documents that your team will frequently use. The next step is to synchronize this library with your File Explorer.
  3. Synchronizing SharePoint with File Explorer
    To synchronize, follow these steps: 1. **Left Click on Sync**: Locate the 'Sync' option in SharePoint and click on it. This action initiates the synchronization process for the selected document library. 2. **Close the Pop-Up Window**: After clicking sync, a pop-up window will appear indicating that synchronization is in progress. You can close this window. 3. **Check File Explorer**: Open your File Explorer. You will notice a blue cloud icon representing OneDrive. Below this, you will find a new symbol indicating SharePoint, which now includes your template library.
  4. Creating and Managing Folders
    Once synchronization is complete, you can manage your files directly from File Explorer. For example, you can create a new folder: - **Right Click**: In the SharePoint section of File Explorer, right-click and select 'New Folder'. - **Name the Folder**: Name the folder 'Yosemite'. - **Refresh the Library**: Go back to the SharePoint library and refresh the page to see the newly created folder. This folder is a direct link to the library, meaning any changes made will reflect on both platforms.
  5. Stopping Synchronization
    If you wish to stop the synchronization, it is crucial to follow the correct procedure to avoid data loss: - **Right Click on OneDrive**: Instead of simply deleting the folder, right-click on the OneDrive icon. - **Select 'Stop Sync'**: Click on 'Stop sync' to properly disconnect the synchronization. This ensures that the content remains intact and is not deleted inadvertently.
  6. Conclusion
    In summary, synchronizing Microsoft SharePoint with File Explorer allows for efficient document management. By following the outlined steps, users can easily access and manage their files while ensuring that synchronization is handled correctly to prevent data loss.

FAQ :

What is Microsoft SharePoint used for?

Microsoft 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 synchronize SharePoint with my File Explorer?

To synchronize SharePoint with File Explorer, go to SharePoint, click on the 'Sync' option, and follow the prompts. This will create a link in File Explorer to access your SharePoint documents directly.

What happens if I delete a folder in File Explorer that is synchronized with SharePoint?

Simply deleting the folder in File Explorer will not stop synchronization. You must right-click on OneDrive and select 'Stop sync' to properly disconnect the folder without losing content.

Can I create new folders in the SharePoint template library through File Explorer?

Yes, you can create new folders in the SharePoint template library through File Explorer, and any changes will be reflected in both locations.

What does the blue cloud icon represent in File Explorer?

The blue cloud icon in File Explorer represents OneDrive, indicating that the files are stored in the cloud and can be accessed from any device.

Quelques cas d'usages :

Sales Team Document Management

Sales teams can use SharePoint to store and manage sales templates and documents. By synchronizing with File Explorer, team members can easily access and update these documents without needing to navigate through the SharePoint web interface.

Project Collaboration

Project teams can create a shared template library in SharePoint for project documentation. Synchronizing this library with File Explorer allows team members to work on documents offline and have their changes automatically updated when they reconnect.

Remote Work Efficiency

Remote workers can benefit from synchronizing SharePoint with File Explorer, allowing them to access important documents quickly and efficiently from their local file system, improving productivity and reducing time spent navigating online.

Organizing Company Resources

Companies can use SharePoint to organize resources and templates. By synchronizing with File Explorer, employees can create new folders and organize files directly, ensuring that all changes are reflected in the central library.

Glossaire :

Microsoft SharePoint

A web-based collaboration platform that integrates with Microsoft Office, allowing users to create, manage, and share documents and information within an organization.

File Explorer

A file management application in Windows that allows users to browse, manage, and organize files and folders on their computer.

Template Library

A collection of pre-designed documents or templates that can be used as a starting point for creating new documents.

Sync (Synchronization)

The process of ensuring that two or more locations (such as SharePoint and File Explorer) have the same data by updating changes made in one location to the other.

OneDrive

A cloud storage service from Microsoft that allows users to store files and data online, enabling access from any device with internet connectivity.

Right Click

A mouse action that involves pressing the right button on a mouse to open context menus or perform specific actions.

résultat(s)
00:00:00
You are using Microsoft SharePoint
00:00:02
for you and your sales team and we
00:00:07
have right here a template library.
00:00:10
You would like though to have
00:00:12
access to these documents not only
00:00:14
through Microsoft SharePoint but
00:00:16
also through your File Explorer.
00:00:18
The idea for you would be to go ahead and
00:00:21
access it to the left of your File Explorer,
00:00:25
just as you did your previous networks.
00:00:28
To do so, let's go back to SharePoint.
00:00:31
Let's discover the synchronizing option.
00:00:32
By left clicking on Sync,
00:00:34
you will start synchronizing a document.
00:00:37
You can now close this pop up window.
00:00:40
That simply tells you the
00:00:42
synchronising is happening.
00:00:43
And if we go back to the File Explorer,
00:00:47
you may be familiar with the blue
00:00:49
cloud which represents OneDrive.
00:00:51
If we look down,
00:00:52
we will see this time the symbol which
00:00:55
now represents SharePoint and here it is,
00:00:58
the template library.
00:01:01
If I go ahead,
00:01:02
right click and create a new
00:01:04
folder which will call Yosemite,
00:01:06
I can now go back to the library,
00:01:09
refresh the page and the folder is here.
00:01:12
This is a direct access to the library,
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it is not a copy.
00:01:17
Whatever you do on either side
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will be updated on the other side.
00:01:21
If you now wish to stop the synchronization,
00:01:24
do not go ahead and simply delete the folder.
00:01:28
Make sure you right click.
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Then go into OneDrive and click on.
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Stop sync.
00:01:34
Doing anything else to stop
00:01:36
the synchronization will simply
00:01:38
delete the content.
00:01:40
Right click OneDrive to sync.

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résultat(s)
00:00:00
Está a utilizar o Microsoft SharePoint
00:00:02
para si e a sua equipa de vendas e nós
00:00:07
ter aqui mesmo uma biblioteca de modelos.
00:00:10
No entanto, gostaria de ter
00:00:12
acesso a estes documentos não só
00:00:14
através do Microsoft SharePoint mas
00:00:16
também através do seu Explorador de Ficheiros.
00:00:18
A ideia para si seria ir em frente e
00:00:21
aceda à esquerda do seu Explorador de Ficheiros,
00:00:25
tal como fez com as suas redes anteriores.
00:00:28
Para isso, vamos voltar ao SharePoint.
00:00:31
Vamos descobrir a opção de sincronização.
00:00:32
Ao clicar com o botão esquerdo em Sincronizar,
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irá começar a sincronizar um documento.
00:00:37
Agora pode fechar esta janela pop-up.
00:00:40
Isso simplesmente lhe diz o
00:00:42
a sincronização está a acontecer.
00:00:43
E se voltarmos ao Explorador de Ficheiros,
00:00:47
pode estar familiarizado com o azul
00:00:49
nuvem que representa o OneDrive.
00:00:51
Se olharmos para baixo,
00:00:52
veremos desta vez o símbolo que
00:00:55
agora representa o SharePoint e aqui está,
00:00:58
a biblioteca de modelos.
00:01:01
Se eu prosseguir,
00:01:02
clique com o botão direito e crie um novo
00:01:04
pasta que chamará Yosemite,
00:01:06
Agora posso voltar para a biblioteca,
00:01:09
atualize a página e a pasta está aqui.
00:01:12
Trata-se de um acesso directo à biblioteca,
00:01:15
não é uma cópia.
00:01:17
O que quer que fazes em ambos os lados
00:01:19
serão actualizados do outro lado.
00:01:21
Se pretender agora parar a sincronização,
00:01:24
não vá em frente e simplesmente apague a pasta.
00:01:28
Certifique-se de clicar com o botão direito do rato.
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Em seguida, aceda ao OneDrive e clique em.
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Parar a sincronização.
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Fazer qualquer outra coisa para parar
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a sincronização será simplesmente
00:01:38
apagar o conteúdo.
00:01:40
Clique com o botão direito do rato em OneDrive para sincronizar.

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résultat(s)
00:00:00
Stai usando Microsoft SharePoint
00:00:02
per te, il tuo team di vendita e per noi
00:00:07
hai qui una libreria di modelli.
00:00:10
Ti piacerebbe però avere
00:00:12
accesso a questi documenti non solo
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tramite Microsoft SharePoint ma
00:00:16
anche tramite il tuo File Explorer.
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L'idea per te sarebbe quella di andare avanti e
00:00:21
accedi alla sinistra del tuo File Explorer,
00:00:25
proprio come facevi con le tue reti precedenti.
00:00:28
Per farlo, torniamo a SharePoint.
00:00:31
Scopriamo l'opzione di sincronizzazione.
00:00:32
Facendo clic con il tasto sinistro su Sincronizza,
00:00:34
inizierai a sincronizzare un documento.
00:00:37
Ora puoi chiudere questa finestra pop-up.
00:00:40
Questo ti dice semplicemente che
00:00:42
la sincronizzazione sta avvenendo.
00:00:43
E se torniamo a File Explorer,
00:00:47
potresti avere familiarità con il blu
00:00:49
cloud che rappresenta OneDrive.
00:00:51
Se guardiamo in basso,
00:00:52
vedremo questa volta il simbolo che
00:00:55
ora rappresenta SharePoint ed eccolo qui,
00:00:58
la libreria di modelli.
00:01:01
Se vado avanti,
00:01:02
fai clic con il pulsante destro del mouse e creane uno nuovo
00:01:04
cartella che chiamerà Yosemite,
00:01:06
Ora posso tornare in biblioteca,
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aggiorna la pagina e la cartella è qui.
00:01:12
Si tratta di un accesso diretto alla libreria,
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non è una copia.
00:01:17
Qualunque cosa tu faccia su entrambi i lati
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verrà aggiornato dall'altra parte.
00:01:21
Se ora desideri interrompere la sincronizzazione,
00:01:24
non andate avanti e cancellate semplicemente la cartella.
00:01:28
Assicurati di fare clic con il pulsante destro del mouse.
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Quindi vai in OneDrive e fai clic su.
00:01:33
Interrompi la sincronizzazione.
00:01:34
Sto facendo qualsiasi altra cosa per smettere
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la sincronizzazione avverrà semplicemente
00:01:38
eliminare il contenuto.
00:01:40
Fai clic con il pulsante destro del mouse su OneDrive per la sincronizzazione.

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résultat(s)
00:00:00
Вы используете Microsoft SharePoint
00:00:02
для вас, вашего отдела продаж и для нас
00:00:07
у вас есть библиотека шаблонов.
00:00:10
Тем не менее, вы хотели бы иметь
00:00:12
доступ не только к этим документам
00:00:14
через Microsoft SharePoint, но
00:00:16
также через ваш файловый менеджер.
00:00:18
Идея для вас состояла бы в том, чтобы пойти дальше и
00:00:21
откройте его в левой части Проводника файлов,
00:00:25
так же, как и в предыдущих сетях.
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Для этого давайте вернемся к SharePoint.
00:00:31
Давайте откроем для себя опцию синхронизации.
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Нажав левой кнопкой мыши на «Синхронизировать»,
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вы начнете синхронизацию документа.
00:00:37
Теперь вы можете закрыть это всплывающее окно.
00:00:40
Это просто говорит о том, что
00:00:42
Происходит синхронизация.
00:00:43
И если мы вернемся к проводнику файлов,
00:00:47
возможно, вы знакомы с синим цветом
00:00:49
облако, представляющее OneDrive.
00:00:51
Если мы посмотрим вниз,
00:00:52
на этот раз мы увидим символ, который
00:00:55
теперь представляет SharePoint, и вот он,
00:00:58
библиотека шаблонов.
00:01:01
Если я пойду дальше,
00:01:02
щелкните правой кнопкой мыши и создайте новый
00:01:04
папку, которая будет называться Yosemite,
00:01:06
Теперь я могу вернуться в библиотеку,
00:01:09
обновите страницу, и папка здесь.
00:01:12
Это прямой доступ к библиотеке,
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это не копия.
00:01:17
Что бы вы ни делали с обеих сторон
00:01:19
будет обновлено с другой стороны.
00:01:21
Если теперь вы хотите остановить синхронизацию,
00:01:24
не идите дальше и просто удаляйте папку.
00:01:28
Убедитесь, что вы щелкнули правой кнопкой мыши.
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Затем зайдите в OneDrive и нажмите кнопку.
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Остановите синхронизацию.
00:01:34
Делаю что-нибудь еще, чтобы остановиться
00:01:36
синхронизация будет просто
00:01:38
удалите содержимое.
00:01:40
Щелкните правой кнопкой мыши OneDrive для синхронизации.

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résultat(s)
00:00:00
Estás usando Microsoft SharePoint
00:00:02
para usted y su equipo de ventas y para nosotros
00:00:07
tenemos aquí una biblioteca de plantillas.
00:00:10
Sin embargo, te gustaría tener
00:00:12
el acceso a estos documentos no solo
00:00:14
a través de Microsoft SharePoint, pero
00:00:16
también a través de su Explorador de archivos.
00:00:18
La idea para ti sería seguir adelante y
00:00:21
acceda a él a la izquierda de su Explorador de archivos,
00:00:25
tal como lo hacías con tus redes anteriores.
00:00:28
Para hacerlo, volvamos a SharePoint.
00:00:31
Descubramos la opción de sincronización.
00:00:32
Al hacer clic con el botón izquierdo en Sincronizar,
00:00:34
empezarás a sincronizar un documento.
00:00:37
Ahora puede cerrar esta ventana emergente.
00:00:40
Eso simplemente te dice que
00:00:42
la sincronización está ocurriendo.
00:00:43
Y si volvemos al Explorador de archivos,
00:00:47
puede que estés familiarizado con el azul
00:00:49
nube que representa OneDrive.
00:00:51
Si miramos hacia abajo,
00:00:52
veremos esta vez el símbolo que
00:00:55
ahora representa a SharePoint y aquí está,
00:00:58
la biblioteca de plantillas.
00:01:01
Si sigo adelante,
00:01:02
haga clic con el botón derecho y cree una nueva
00:01:04
carpeta que llamará a Yosemite,
00:01:06
Ahora puedo volver a la biblioteca,
00:01:09
actualiza la página y la carpeta está aquí.
00:01:12
Este es un acceso directo a la biblioteca,
00:01:15
no es una copia.
00:01:17
Hagas lo que hagas en ambos lados
00:01:19
se actualizará en el otro lado.
00:01:21
Si ahora desea detener la sincronización,
00:01:24
no continúe y simplemente borre la carpeta.
00:01:28
Asegúrese de hacer clic con el botón derecho.
00:01:30
A continuación, vaya a OneDrive y haga clic en.
00:01:33
Detenga la sincronización.
00:01:34
¿Hacer cualquier otra cosa para detenerlo
00:01:36
la sincronización será simplemente
00:01:38
eliminar el contenido.
00:01:40
Haz clic con el botón derecho en OneDrive para sincronizarlo.

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