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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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

résultat(s)
00:00:00
We have been working with our
00:00:01
team for quite some time in a
00:00:04
SharePoint site and we have been
00:00:05
using the default Documents library.
00:00:08
The thing is, I would like to make
00:00:10
sure that the folders related to
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our clients are actually regrouped
00:00:14
in a specific place and not in the
00:00:17
middle of all the other documents,
00:00:19
just to make sure that these do not get lost.
00:00:22
To do so, I'm going to go and
00:00:25
create a second library.
00:00:27
I'm going to start by going to the home
00:00:30
page and click on New Document Library.
00:00:35
Here a few choices.
00:00:36
I can start with a blank library
00:00:39
which will contain no metadata from
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an existing one, which will copy
00:00:45
the metadata from another library.
00:00:47
Be careful if you use this option,
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it will complete the metadata,
00:00:51
but not the files and folders inside
00:00:54
of the library you choose to copy.
00:00:57
You can also use templates that will
00:01:00
already have metadata applied to them.
00:01:03
Let's create a black one.
00:01:06
This one will be dedicated for the
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clients for this and would like
00:01:11
to show it in the site navigation.
00:01:15
Here I am in the new document library.
00:01:19
Please note that when you create a
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document library, the authorizations
00:01:23
are the same as your sites.
00:01:26
The members can modify things,
00:01:28
the visitors can only read the documents
00:01:31
and the owners can do just about anything.
00:01:34
If you now wish to navigate between your
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libraries in a time efficient manner, you
00:01:40
have this button on the right of the name.
00:01:43
By left clicking on it you can
00:01:45
find the other document libraries.
00:01:48
Do I want to go back to the
00:01:51
template one next click?
00:01:53
And here I am.

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résultat(s)
00:00:00
Temos trabalhado com os nossos
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equipa há algum tempo numa
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Site do SharePoint e já fomos
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utilizando a biblioteca de Documentos predefinida.
00:00:08
O problema é que eu gostaria de fazer
00:00:10
certifique-se de que as pastas relacionadas com
00:00:12
os nossos clientes estão realmente reagrupados
00:00:14
num local específico e não no
00:00:17
no meio de todos os outros documentos,
00:00:19
apenas para garantir que estes não se percam.
00:00:22
Para isso, vou e
00:00:25
criar uma segunda biblioteca.
00:00:27
Vou começar por ir para casa
00:00:30
página e clique em Nova Biblioteca de Documentos.
00:00:35
Aqui estão algumas opções.
00:00:36
Posso começar com uma biblioteca em branco
00:00:39
que não conterão metadados de
00:00:42
um existente, que copiará
00:00:45
os metadados de outra biblioteca.
00:00:47
Tenha cuidado se utilizar esta opção,
00:00:49
completará os metadados,
00:00:51
mas não os ficheiros e pastas dentro
00:00:54
da biblioteca que opta por copiar.
00:00:57
Também pode usar modelos que
00:01:00
já têm metadados aplicados a eles.
00:01:03
Vamos criar um preto.
00:01:06
Este será dedicado ao
00:01:09
clientes para isso e gostariam
00:01:11
para o mostrar na navegação do site.
00:01:15
Estou aqui na nova biblioteca de documentos.
00:01:19
Por favor, note que quando cria um
00:01:22
biblioteca de documentos, as autorizações
00:01:23
são iguais aos seus sites.
00:01:26
Os membros podem modificar as coisas,
00:01:28
os visitantes só podem ler os documentos
00:01:31
e os proprietários podem fazer praticamente qualquer coisa.
00:01:34
Se agora deseja navegar entre o seu
00:01:37
bibliotecas de uma forma eficiente em termos de tempo, vocês
00:01:40
tem este botão à direita do nome.
00:01:43
Ao clicar com o botão esquerdo do rato, pode
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encontrar as outras bibliotecas de documentos.
00:01:48
Eu quero voltar para o
00:01:51
modelo com um próximo clique?
00:01:53
E aqui estou eu.

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résultat(s)
00:00:00
Abbiamo lavorato con i nostri
00:00:01
squadra da parecchio tempo in un
00:00:04
sito di SharePoint e lo siamo stati
00:00:05
utilizzando la libreria Documenti predefinita.
00:00:08
Il fatto è che mi piacerebbe fare
00:00:10
assicurati che le cartelle relative a
00:00:12
i nostri clienti sono effettivamente raggruppati
00:00:14
in un luogo specifico e non nel
00:00:17
in mezzo a tutti gli altri documenti,
00:00:19
solo per fare in modo che questi non vadano perduti.
00:00:22
Per farlo, ho intenzione di andare e
00:00:25
creare una seconda libreria.
00:00:27
Comincerò andando a casa
00:00:30
pagina e fai clic su Nuova libreria di documenti.
00:00:35
Ecco alcune scelte.
00:00:36
Posso iniziare con una libreria vuota
00:00:39
che non conterrà metadati da
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uno esistente, che verrà copiato
00:00:45
i metadati di un'altra libreria.
00:00:47
Fai attenzione se usi questa opzione,
00:00:49
completerà i metadati,
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ma non i file e le cartelle all'interno
00:00:54
della libreria che scegli di copiare.
00:00:57
Puoi anche usare modelli che lo faranno
00:01:00
sono già stati applicati dei metadati.
00:01:03
Creiamone uno nero.
00:01:06
Questo sarà dedicato al
00:01:09
clienti per questo e vorrebbero
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per mostrarlo nella navigazione del sito.
00:01:15
Eccomi nella nuova libreria di documenti.
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Tieni presente che quando crei un
00:01:22
libreria di documenti, le autorizzazioni
00:01:23
sono gli stessi dei tuoi siti.
00:01:26
I membri possono modificare le cose,
00:01:28
i visitatori possono solo leggere i documenti
00:01:31
e i proprietari possono fare qualsiasi cosa.
00:01:34
Se ora desideri navigare tra i tuoi
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biblioteche in modo efficiente in termini di tempo, tu
00:01:40
tieni questo pulsante a destra del nome.
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Facendo clic con il pulsante sinistro del mouse su di esso puoi
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trova le altre librerie di documenti.
00:01:48
Voglio tornare al
00:01:51
modello al clic successivo?
00:01:53
Ed eccomi qui.

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résultat(s)
00:00:00
Мы работаем с нашими
00:00:01
команда уже довольно давно в
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Сайт SharePoint, и мы были
00:00:05
используя стандартную библиотеку документов.
00:00:08
Дело в том, что я хотел бы сделать
00:00:10
уверен, что папки, относящиеся к
00:00:12
наши клиенты действительно перегруппированы
00:00:14
в определенном месте, а не в
00:00:17
в середине всех остальных документов,
00:00:19
просто чтобы убедиться, что они не потеряются.
00:00:22
Для этого я пойду и
00:00:25
создайте вторую библиотеку.
00:00:27
Я начну с того, что пойду домой
00:00:30
страница и нажмите «Новая библиотека документов».
00:00:35
Вот несколько вариантов.
00:00:36
Я могу начать с пустой библиотеки
00:00:39
которая не будет содержать метаданных из
00:00:42
существующий, который будет скопирован
00:00:45
метаданные из другой библиотеки.
00:00:47
Будьте осторожны при использовании этой опции,
00:00:49
он дополнит метаданные,
00:00:51
но не файлы и папки внутри
00:00:54
библиотеки, которую вы хотите скопировать.
00:00:57
Вы также можете использовать шаблоны, которые помогут
00:01:00
к ним уже применены метаданные.
00:01:03
Давайте создадим чёрный файл.
00:01:06
Эта книга будет посвящена
00:01:09
клиенты за это и хотели бы
00:01:11
показать это в навигации по сайту.
00:01:15
Вот я в новой библиотеке документов.
00:01:19
Обратите внимание, что когда вы создаете
00:01:22
библиотека документов, разрешения
00:01:23
совпадают с вашими сайтами.
00:01:26
Участники могут что-то изменять,
00:01:28
посетители могут читать только документы
00:01:31
а владельцы могут делать что угодно.
00:01:34
Если теперь вы хотите переключаться между своими
00:01:37
библиотеки в кратчайшие сроки, вы
00:01:40
у этой кнопки справа от имени.
00:01:43
Нажав на нее левой кнопкой мыши, вы можете
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найдите другие библиотеки документов.
00:01:48
Хочу ли я вернуться к
00:01:51
шаблон в следующий клик?
00:01:53
И вот я здесь.

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résultat(s)
00:00:00
Hemos estado trabajando con nuestros
00:00:01
equipo desde hace bastante tiempo en un
00:00:04
sitio de SharePoint y hemos estado
00:00:05
utilizando la biblioteca de documentos predeterminada.
00:00:08
La cosa es que me gustaría hacer
00:00:10
asegúrese de que las carpetas estén relacionadas con
00:00:12
nuestros clientes están realmente reagrupados
00:00:14
en un lugar específico y no en el
00:00:17
en medio de todos los demás documentos,
00:00:19
solo para asegurarnos de que no se pierdan.
00:00:22
Para hacerlo, voy a ir a
00:00:25
crea una segunda biblioteca.
00:00:27
Voy a empezar por ir a la casa
00:00:30
página y haga clic en Nueva biblioteca de documentos.
00:00:35
He aquí algunas opciones.
00:00:36
Puedo empezar con una biblioteca en blanco
00:00:39
que no contendrá metadatos de
00:00:42
uno existente, que se copiará
00:00:45
los metadatos de otra biblioteca.
00:00:47
Tenga cuidado si usa esta opción,
00:00:49
completará los metadatos,
00:00:51
pero no los archivos y carpetas que contiene
00:00:54
de la biblioteca que decidas copiar.
00:00:57
También puedes usar plantillas que
00:01:00
ya tienen metadatos aplicados.
00:01:03
Vamos a crear uno negro.
00:01:06
Este se dedicará a la
00:01:09
clientes para esto y les gustaría
00:01:11
para mostrarlo en la navegación del sitio.
00:01:15
Aquí estoy en la nueva biblioteca de documentos.
00:01:19
Tenga en cuenta que al crear un
00:01:22
biblioteca de documentos, las autorizaciones
00:01:23
son los mismos que sus sitios.
00:01:26
Los miembros pueden modificar cosas,
00:01:28
los visitantes solo pueden leer los documentos
00:01:31
y los propietarios pueden hacer casi cualquier cosa.
00:01:34
Si ahora desea navegar entre sus
00:01:37
bibliotecas de manera eficiente en cuanto al tiempo, usted
00:01:40
tiene este botón a la derecha del nombre.
00:01:43
Al hacer clic con el botón izquierdo sobre él, puede
00:01:45
buscar las demás bibliotecas de documentos.
00:01:48
¿Quiero volver a la
00:01:51
plantilla con un clic siguiente?
00:01:53
Y aquí estoy.

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résultat(s)
00:00:00
We hebben samengewerkt met onze
00:00:01
al geruime tijd een team in een
00:00:04
SharePoint-site en we zijn geweest
00:00:05
met behulp van de standaard documentenbibliotheek.
00:00:08
Het punt is, ik zou graag willen maken
00:00:10
zorg ervoor dat de mappen gerelateerd zijn aan
00:00:12
onze klanten zijn feitelijk gehergroepeerd
00:00:14
op een specifieke plaats en niet in de
00:00:17
midden tussen alle andere documenten,
00:00:19
gewoon om ervoor te zorgen dat deze niet verloren gaan.
00:00:22
Om dat te doen, ga ik en
00:00:25
maak een tweede bibliotheek.
00:00:27
Ik ga beginnen door naar huis te gaan
00:00:30
pagina en klik op Nieuwe documentenbibliotheek.
00:00:35
Hier een paar keuzes.
00:00:36
Ik kan beginnen met een lege bibliotheek
00:00:39
die geen metagegevens zal bevatten van
00:00:42
een bestaand exemplaar, dat zal worden gekopieerd
00:00:45
de metagegevens van een andere bibliotheek.
00:00:47
Wees voorzichtig als je deze optie gebruikt,
00:00:49
het zal de metagegevens aanvullen,
00:00:51
maar niet de bestanden en mappen erin
00:00:54
van de bibliotheek die je wilt kopiëren.
00:00:57
U kunt ook sjablonen gebruiken die
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er zijn al metagegevens op toegepast.
00:01:03
Laten we een zwarte maken.
00:01:06
Deze zal gewijd zijn aan de
00:01:09
klanten hiervoor en willen
00:01:11
om het in de sitenavigatie weer te geven.
00:01:15
Hier ben ik in de nieuwe documentenbibliotheek.
00:01:19
Houd er rekening mee dat wanneer u een
00:01:22
documentenbibliotheek, de autorisaties
00:01:23
zijn hetzelfde als uw sites.
00:01:26
De leden kunnen dingen aanpassen,
00:01:28
de bezoekers kunnen alleen de documenten lezen
00:01:31
en de eigenaren kunnen zo ongeveer alles doen.
00:01:34
Als u nu wilt navigeren tussen uw
00:01:37
bibliotheken op een tijdbesparende manier, jij
00:01:40
heb deze knop aan de rechterkant van de naam.
00:01:43
Door er met de linkermuisknop op te klikken, kunt u
00:01:45
vind de andere documentbibliotheken.
00:01:48
Wil ik terug naar de
00:01:51
sjabloon één volgende klik?
00:01:53
En hier ben ik dan.

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résultat(s)
00:00:00
Pracowaliśmy z naszymi
00:00:01
zespół od dłuższego czasu w
00:00:04
Witryna SharePoint i byliśmy
00:00:05
przy użyciu domyślnej biblioteki dokumentów.
00:00:08
Chodzi o to, że chciałbym zrobić
00:00:10
upewnij się, że foldery związane z
00:00:12
Nasi klienci są rzeczywiście przegrupowani
00:00:14
w określonym miejscu, a nie w
00:00:17
w środku wszystkich pozostałych dokumentów,
00:00:19
tylko po to, aby upewnić się, że się nie zgubią.
00:00:22
Aby to zrobić, zamierzam iść i
00:00:25
Utwórz drugą bibliotekę.
00:00:27
Zacznę od pójścia do domu
00:00:30
strona i kliknij Nowa biblioteka dokumentów.
00:00:35
Oto kilka opcji.
00:00:36
Mogę zacząć od pustej biblioteki
00:00:39
który nie będzie zawierał metadanych
00:00:42
istniejący, który będzie kopiowany
00:00:45
Metadane z innej biblioteki.
00:00:47
Bądź ostrożny, jeśli korzystasz z tej opcji,
00:00:49
uzupełni metadane,
00:00:51
ale nie pliki i foldery wewnątrz
00:00:54
biblioteki, którą wybierzesz do skopiowania.
00:00:57
Możesz także użyć szablonów, które będą
00:01:00
mają już do nich zastosowane metadane.
00:01:03
Stwórzmy czarną.
00:01:06
Ten będzie dedykowany dla
00:01:09
Klienci za to i chcieliby
00:01:11
aby pokazać go w nawigacji witryny.
00:01:15
Oto jestem w nowej bibliotece dokumentów.
00:01:19
Należy pamiętać, że podczas tworzenia
00:01:22
biblioteka dokumentów, autoryzacje
00:01:23
są takie same jak Twoje witryny.
00:01:26
Członkowie mogą modyfikować rzeczy,
00:01:28
Odwiedzający mogą czytać tylko dokumenty
00:01:31
A właściciele mogą zrobić prawie wszystko.
00:01:34
Jeśli chcesz teraz nawigować między swoim
00:01:37
biblioteki w efektywny czasowo sposób,
00:01:40
Miej ten przycisk po prawej stronie nazwy.
00:01:43
Klikając lewym przyciskiem myszy możesz
00:01:45
Znajdź inne biblioteki dokumentów.
00:01:48
Czy chcę wrócić do
00:01:51
szablon jedno następne kliknięcie?
00:01:53
I oto jestem.

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résultat(s)
00:00:00
Együttműködünk a miénkkel
00:00:01
csapat jó ideje egy csapatban
00:00:04
SharePoint webhely, és már voltunk
00:00:05
az alapértelmezett Dokumentumok könyvtár használatával.
00:00:08
A helyzet az, hogy szeretnék csinálni
00:00:10
győződjön meg arról, hogy a mappák kapcsolódnak
00:00:12
Ügyfeleink valójában átcsoportosítottak
00:00:14
egy meghatározott helyen, és nem a
00:00:17
az összes többi dokumentum közepén,
00:00:19
Csak azért, hogy megbizonyosodjunk arról, hogy ezek nem vesznek el.
00:00:22
Hogy ezt megtegyem, megyek és
00:00:25
hozzon létre egy második könyvtárat.
00:00:27
Kezdem azzal, hogy hazamegyek
00:00:30
oldalt, és kattintson az Új dokumentumkönyvtár elemre.
00:00:35
Itt van néhány lehetőség.
00:00:36
Kezdhetem egy üres könyvtárral
00:00:39
amely nem tartalmaz metaadatokat
00:00:42
egy meglévő, amelyet másolni fog
00:00:45
egy másik könyvtárból származó metaadatok.
00:00:47
Legyen óvatos, ha ezt az opciót használja,
00:00:49
kitölti a metaadatokat,
00:00:51
de nem a benne lévő fájlokat és mappákat
00:00:54
a másolni kívánt könyvtárból.
00:00:57
Használhat olyan sablonokat is, amelyek
00:01:00
már vannak metaadatok is alkalmazva rájuk.
00:01:03
Készítsünk egy feketét.
00:01:06
Ezt szenteljük a
00:01:09
ügyfelek erre és szeretnék
00:01:11
hogy megjelenítse a webhely navigációjában.
00:01:15
Itt vagyok az új dokumentumkönyvtárban.
00:01:19
Kérjük, vegye figyelembe, hogy amikor létrehozza
00:01:22
dokumentumkönyvtár, az engedélyek
00:01:23
megegyeznek a webhelyeivel.
00:01:26
A tagok módosíthatják a dolgokat,
00:01:28
A látogatók csak a dokumentumokat olvashatják
00:01:31
És a tulajdonosok szinte bármit megtehetnek.
00:01:34
Ha most navigálni szeretne a saját között
00:01:37
Könyvtárak időhatékony módon,
00:01:40
legyen ez a gomb a név jobb oldalán.
00:01:43
A bal gombbal kattintva megteheti
00:01:45
Keresse meg a többi dokumentumkönyvtárat.
00:01:48
Vissza akarok menni a
00:01:51
sablon egy következő kattintással?
00:01:53
És itt vagyok.

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