SharePoint (Modern Sites) - Open and work on a document Tutorial
Learn how to open and work on documents using SharePoint. This video takes you through the process step-by-step, showing you how to access and edit Word, PowerPoint, and Excel files. Whether you're new to SharePoint or need a refresher, this tutorial has you covered!
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SharePoint (Modern Sites) - Share a document to someone outside of my SharePoint site
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SharePoint (Modern Sites) - Use the filter pane in a library
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SharePoint (Modern Sites) - Use version history
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SharePoint (Modern Sites) - Create a folder or a file in a library
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SharePoint (Modern Sites) - Work together on the same document
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SharePoint (Modern Sites) - Open and work on a document
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SharePoint (Modern Sites) - Rename and find a document
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SharePoint (Modern Sites) - Create a SharePoint site
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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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Work together on the same document
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How to launch a New Teams Meeting in Outlook
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Do I share with OneDrive, SharePoint, or TEAMS?
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Granting access to the SharePoint site to someone outside the company
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Introducing Office 365 Groups
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Restoring an earlier version of your document
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Targeting content using a specific audience
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Sharing a folder or document with someone outside the company
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Creating a personalized permission level
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Understanding the different types and roles of team sites in SharePoint
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Checking the granted shares
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Remove a member from a group
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Restricting a document to read-only mode (Extract a document)
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Having a conversation within a group
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Import, create, edit and share documents
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Creating a permission group
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Create a meeting in the group calendar
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Use and create a template
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Access to your recent documents
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Back up and saving notes
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How to approve a request
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Create a new group form or quiz in Microsoft Forms
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How to request an approval
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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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Edit and enhance messages
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Create a team using a template
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Share the link to collaborate or duplicate
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Interact in conversations
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Reply to and react to a Teams conversation in an e-mail
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Create a team and add members
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Creating and Joining a Meeting
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Creating or Joining a Team
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Manage a meeting
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Overview of conversations
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How to add Klaxoon to a current Teams meeting?
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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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Private and small group chats
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Create a SharePoint news and send it via mail
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Take notes in meetings
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File Management
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Interact in a conversation
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Create a SharePoint site
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Create Approval Templates
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Create a folder or a file in a library
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Posting in a Channel
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Collaborate within a conversation with Microsoft Loop
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Managing Teams and Channels
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Make a New Approval Request
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Create a document library
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Store files in conversations
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Creating a Channel
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Copilot in Teams Conversations
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Create and publish a SharePoint page
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Create a SharePoint Lists
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Generate a usage report for my SharePoint site
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Copilot During Teams Meetings
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Customise my SharePoint site navigation
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Work together on the same document
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Use Templates for Document Creation
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Integrate Klaxoon in a Teams Channel
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Manage Document Approval
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Enable Klaxoon as an App in Teams
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Customise my site Homepage
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Use version history
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Synchronise a SharePoint document library
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Manage Storage Spaces on Teams
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Rename and find a document
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Add and Explore Workflows
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Set Up Monitoring in a Channel with an RSS Feed
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Make a File Request
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Find All Shares from the Same Person
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Share and Collaborate OneDrive
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The Bcc Field in Detail
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Add and manage multiple accounts on Outlook
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Use the Meeting Dashboard
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Create your reservation page for appointment booking (Bookings)
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Send a survey or questionnaire by email
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Create an appointment or meeting
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Share a task list
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Create a Meeting Poll
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Send Emails on Behalf of Someone Else
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Create a task from a message
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Respond to a meeting
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Manage Teams online meeting options
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Respond to a Meeting Poll
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Open a Shared Calendar
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Use a Shared Mailbox
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Use the Scheduling Assistant
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Calendar Delegation Setup
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Create a collaborative email with Microsoft Loop and Outlook
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Share a document securely with Outlook
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Share Your Calendar
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Mailbox Delegation Setup
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Prevent transfer for a meeting
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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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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
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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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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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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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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Objectifs :
This video aims to guide users on how to effectively use SharePoint for managing documents within a sales department. It covers how to open, edit, and save documents in both online and desktop applications, ensuring users understand the automatic saving feature and how to access different document types.
Chapitres :
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Introduction to SharePoint Document Management
In this section, we will explore how to utilize SharePoint for managing documents in the sales department. Understanding the basics of document handling in SharePoint is essential for efficient workflow. -
Opening Documents in SharePoint
To open documents in SharePoint, simply left-click on the desired file. You can work with various document types, including Word, PowerPoint, and Excel. When you click on a document, it opens in a new online tab, allowing you to edit directly without needing to download it. -
Editing and Saving Documents
While working on a document, any changes you make are saved automatically. There is no need to manually save your work using 'Control + S' or 'Save As.' A cloud symbol indicates that your file is saved, ensuring that every modification is recorded in real-time. -
Closing Documents
Once you finish editing a document, simply close the tab. This process is the same for all document types, including Word, PowerPoint, and Excel. The cloud symbol will confirm that your work has been saved before closing. -
Using Desktop Applications
If you prefer to work in desktop applications, site owners can adjust settings to allow documents to open directly in the desktop app. Alternatively, you can click on the three ellipses next to the document name, select 'Open,' and choose the desktop application option. -
Immersive Reader Feature
The Immersive Reader feature is available for Word documents only. It provides a distraction-free environment for reading and reviewing your document. To access it, ensure you are in the online version of Word. -
Editing Across Devices
Regardless of whether you are using a Windows computer, MacBook, or mobile device, you can access and edit the same documents. All changes will be saved across all platforms, ensuring a seamless experience. -
Conclusion
In summary, SharePoint offers a user-friendly interface for managing documents in a sales department. By understanding how to open, edit, and save documents both online and in desktop applications, users can enhance their productivity and collaboration.
FAQ :
How do I open documents in SharePoint?
You can open documents in SharePoint by left-clicking on the file. This will open the document in a new online tab.
Do I need to save my work in SharePoint?
No, you do not need to manually save your work in SharePoint. All modifications are saved automatically.
Can I work on documents using desktop applications?
Yes, you can work on documents using desktop applications. You can change the default settings to open files directly in the desktop app or use the ellipses menu to select 'Open' and choose the desktop application.
What is the Immersive Reader and how do I use it?
The Immersive Reader is a feature available in Microsoft Word that allows you to read documents without distractions. You can access it from the editing options in Word.
Will my changes be saved if I switch between devices?
Yes, your changes will be saved regardless of whether you are using a phone, Windows computer, or MacBook, as long as you are working on the same document.
Quelques cas d'usages :
Collaborative Document Editing
In a sales department, team members can collaboratively edit a Word document in SharePoint. Each member can add their input in real-time, ensuring that everyone is on the same page without the need for multiple versions of the document.
Creating Presentations
A marketing team can use PowerPoint in SharePoint to create a presentation for an upcoming product launch. Team members can access the presentation from different locations, make edits, and see changes instantly.
Data Analysis and Reporting
An analyst can use Excel in SharePoint to analyze sales data. By working on the document online, they can share insights with the team immediately and ensure that everyone has access to the latest data.
Training and Onboarding
New employees can access training materials stored in SharePoint. They can open and review documents in Word or PowerPoint, ensuring they have the necessary information to get started without needing to download files.
Remote Work Flexibility
Employees working remotely can access and edit documents in SharePoint from any device. This flexibility allows for seamless collaboration and productivity, regardless of location.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that allows users to store, organize, share, and access information from any device.
Document
A file that contains text, data, or information, which can be created and edited using applications like Word, PowerPoint, or Excel.
Word
Microsoft Word is a word processing application used for creating, editing, and formatting text documents.
PowerPoint
Microsoft PowerPoint is a presentation software used to create slideshows composed of text, images, and other multimedia.
Excel
Microsoft Excel is a spreadsheet application used for data organization, analysis, and visualization through tables and charts.
Online Tab
A browser-based version of an application that allows users to access and edit documents without needing to install the software on their device.
Automatic Saving
A feature that saves changes made to a document automatically, without requiring the user to manually save the file.
Desktop Application
A software application that is installed and runs on a personal computer or laptop, as opposed to being accessed through a web browser.
Immersive Reader
A tool available in Microsoft Word that provides a distraction-free reading experience, allowing users to focus on the text.
Ellipses
A set of three dots (•••) used in user interfaces to indicate that more options are available when clicked.