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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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.

résultat(s)
00:00:02
I'm using my SharePoint site for my
00:00:04
sales department and I would like
00:00:05
to make sure I know how to open the
00:00:08
documents and how to work on them.
00:00:09
What are the things needed to know?
00:00:13
Let's sit together in this library.
00:00:15
I have right now three different documents,
00:00:18
a Word, PowerPoint and an Excel.
00:00:22
By simply left clicking on any of these.
00:00:26
We can see that I just oened
00:00:28
them in a new tab online.
00:00:31
I am not in the desktop application,
00:00:33
I'm online, I can work on the document.
00:00:37
And simply add data.
00:00:41
Once I'm done working on it,
00:00:43
I do not have to save anything.
00:00:45
No control plus no white save.
00:00:47
Save as the save are automatic.
00:00:51
This symbol tells me that
00:00:53
my file is now saved.
00:00:55
Every single modification you
00:00:57
make is saved automatically.
00:00:58
Once you are done working on a document,
00:01:01
you simply have.
00:01:04
To close it.
00:01:06
It works the same for PowerPoint.
00:01:10
As we can see on the top left of your
00:01:12
screen we have the same cloud symbol.
00:01:15
Which says saved.
00:01:18
And Microsoft Word.
00:01:23
Right here. Please note
00:01:26
that whether it is Word,
00:01:28
PowerPoint or the Excel, these files
00:01:31
have been opened in the online tabs.
00:01:33
But what if you wish to work
00:01:37
on the desktop apps?
00:01:39
Well know that the owners of the site
00:01:42
can change a default settings which
00:01:44
will allow you once left clicking on the
00:01:47
document to open directly the desktop app.
00:01:49
But apart from that, as a user you
00:01:53
can click on the three ellipses.
00:01:56
Click on Open and choose A.
00:01:58
The Immersive Reader is only
00:02:01
available for Word and not PowerPoint
00:02:04
and allows you to consult your
00:02:07
document without any distraction.
00:02:09
If you are already.
00:02:12
In the Online A, you can click on
00:02:15
Editing at the top right of your screen.
00:02:18
And open in desktop A.
00:02:21
Remember whether you open it online
00:02:23
in the desktop app on the phone,
00:02:27
Windows computer, MacBook,
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no matter the device,
00:02:30
it will always be the same
00:02:33
documents which we can work on.
00:02:35
Everything will be saved.
00:02:38
And on night.

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résultat(s)
00:00:02
Estou a usar o meu site do SharePoint para o meu
00:00:04
departamento de vendas e eu gostaria
00:00:05
para ter a certeza de que sei como abrir o
00:00:08
documentos e como trabalhar neles.
00:00:09
Quais são as coisas que é preciso saber?
00:00:13
Vamos sentar-nos juntos nesta biblioteca.
00:00:15
Tenho neste momento três documentos diferentes,
00:00:18
um Word, PowerPoint e um Excel.
00:00:22
Basta clicar com o botão esquerdo em qualquer um destes.
00:00:26
Podemos ver que acabei de ter
00:00:28
num novo separador online.
00:00:31
Não estou na aplicação desktop,
00:00:33
Estou online, posso trabalhar no documento.
00:00:37
E basta adicionar dados.
00:00:41
Quando terminar de trabalhar nisso,
00:00:43
Não tenho de salvar nada.
00:00:45
Sem controlo e sem salvamento branco.
00:00:47
Salvar como o salvamento é automático.
00:00:51
Este símbolo diz-me que
00:00:53
o meu ficheiro está agora guardado.
00:00:55
Cada modificação que você
00:00:57
make é salvo automaticamente.
00:00:58
Quando terminar de trabalhar num documento,
00:01:01
simplesmente tem.
00:01:04
Para o encerrar.
00:01:06
Funciona da mesma forma para o PowerPoint.
00:01:10
Como podemos ver no canto superior esquerdo do seu
00:01:12
ecrã temos o mesmo símbolo de nuvem.
00:01:15
Que diz “Salvou”.
00:01:18
E o Microsoft Word.
00:01:23
Bem aqui. Por favor, note
00:01:26
que quer se trate do Word,
00:01:28
PowerPoint ou o Excel, estes ficheiros
00:01:31
foram abertos nas abas online.
00:01:33
Mas e se quiserem trabalhar?
00:01:37
nas aplicações de desktop?
00:01:39
Bem saiba que os donos do site
00:01:42
pode alterar uma predefinição que
00:01:44
permitir-lhe-á uma vez clicar com o botão esquerdo no
00:01:47
documento para abrir diretamente a aplicação desktop.
00:01:49
Mas fora isso, como utilizador, você
00:01:53
pode clicar nas três elipses.
00:01:56
Clique em Abrir e escolha A.
00:01:58
O Leitor Imersivo é apenas
00:02:01
disponível para Word e não PowerPoint
00:02:04
e permite consultar a sua
00:02:07
documento sem qualquer distração.
00:02:09
Se já o é.
00:02:12
No A Online, pode clicar em
00:02:15
Edição no canto superior direito do ecrã.
00:02:18
E abrir na área de trabalho A.
00:02:21
Lembre-se se o abre online
00:02:23
na aplicação desktop no telemóvel,
00:02:27
Computador Windows, MacBook,
00:02:28
independentemente do dispositivo,
00:02:30
será sempre a mesma
00:02:33
documentos em que podemos trabalhar.
00:02:35
Tudo será salvo.
00:02:38
E à noite.

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résultat(s)
00:00:02
Sto usando il mio sito di SharePoint per
00:00:04
ufficio vendite e vorrei
00:00:05
per assicurarmi di sapere come aprire il
00:00:08
documenti e come lavorarci.
00:00:09
Quali sono le cose da sapere?
00:00:13
Sediamoci insieme in questa biblioteca.
00:00:15
Al momento ho tre documenti diversi,
00:00:18
un Word, PowerPoint e un Excel.
00:00:22
Facendo semplicemente clic con il pulsante sinistro del mouse su uno di questi.
00:00:26
Possiamo vedere che ho appena aperto
00:00:28
li trovi in una nuova scheda online.
00:00:31
Non sono nell'applicazione desktop,
00:00:33
Sono online, posso lavorare sul documento.
00:00:37
E aggiungi semplicemente i dati.
00:00:41
Una volta che avrò finito di lavorarci,
00:00:43
Non devo salvare nulla.
00:00:45
Nessun controllo e nessun salvataggio in bianco.
00:00:47
Salva in quanto i salvataggi sono automatici.
00:00:51
Questo simbolo mi dice che
00:00:53
il mio file è ora salvato.
00:00:55
Ogni tua singola modifica
00:00:57
make viene salvato automaticamente.
00:00:58
Una volta terminato di lavorare su un documento,
00:01:01
semplicemente l'hai fatto.
00:01:04
Per chiuderlo.
00:01:06
Funziona allo stesso modo per PowerPoint.
00:01:10
Come possiamo vedere in alto a sinistra del tuo
00:01:12
sullo schermo abbiamo lo stesso simbolo della nuvola.
00:01:15
Che dice salvato.
00:01:18
E Microsoft Word.
00:01:23
Proprio qui. Nota per favore
00:01:26
che sia Word,
00:01:28
PowerPoint o Excel, questi file
00:01:31
sono stati aperti nelle schede online.
00:01:33
Ma cosa succede se desideri lavorare
00:01:37
sulle app desktop?
00:01:39
Sappi bene che i proprietari del sito
00:01:42
può modificare un'impostazione predefinita che
00:01:44
ti permetterà, una volta fatto clic con il pulsante sinistro del mouse
00:01:47
documento per aprire direttamente l'app desktop.
00:01:49
Ma a parte questo, come utente tu
00:01:53
puoi fare clic sulle tre ellissi.
00:01:56
Fai clic su Apri e scegli A.
00:01:58
L'Immersive Reader è solo
00:02:01
disponibile per Word e non per PowerPoint
00:02:04
e ti permette di consultare il tuo
00:02:07
documento senza alcuna distrazione.
00:02:09
Se lo sei già.
00:02:12
Nella sezione Online A, puoi fare clic su
00:02:15
Modifica in alto a destra dello schermo.
00:02:18
E apri nel desktop A.
00:02:21
Ricorda se lo apri online
00:02:23
nell'app desktop del telefono,
00:02:27
Computer Windows, MacBook,
00:02:28
indipendentemente dal dispositivo,
00:02:30
sarà sempre lo stesso
00:02:33
documenti su cui possiamo lavorare.
00:02:35
Tutto verrà salvato.
00:02:38
E di notte.

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résultat(s)
00:00:02
Я использую свой сайт SharePoint для своих
00:00:04
отдел продаж, и я хотел бы
00:00:05
чтобы убедиться, что я знаю, как открыть
00:00:08
документы и способы работы с ними.
00:00:09
Что нужно знать?
00:00:13
Давайте посидим вместе в этой библиотеке.
00:00:15
Сейчас у меня есть три разных документа,
00:00:18
Word, PowerPoint и Excel.
00:00:22
Просто щелкнув левой кнопкой мыши на любом из них.
00:00:26
Мы видим, что я только что открыла
00:00:28
их в новой вкладке онлайн.
00:00:31
Меня нет в настольном приложении,
00:00:33
Я в сети, могу работать над документом.
00:00:37
И просто добавьте данные.
00:00:41
Как только я закончу работать над этим,
00:00:43
Мне не нужно ничего сохранять.
00:00:45
Нет управления и нет белого сохранения.
00:00:47
Сохраните, так как сохранение происходит автоматически.
00:00:51
Этот символ говорит мне об этом
00:00:53
мой файл теперь сохранен.
00:00:55
Каждая модификация вы
00:00:57
внесенные изменения сохраняются автоматически.
00:00:58
Как только вы закончите работу над документом,
00:01:01
у вас просто есть.
00:01:04
Закрыть его.
00:01:06
То же самое работает с PowerPoint.
00:01:10
Как мы видим в левом верхнем углу вашего
00:01:12
на экране у нас один и тот же символ облака.
00:01:15
Там написано «сохранено».
00:01:18
И Microsoft Word.
00:01:23
Прямо здесь. Обратите внимание
00:01:26
что будь то Word,
00:01:28
PowerPoint или Excel, эти файлы
00:01:31
были открыты на онлайн-вкладках.
00:01:33
Но что делать, если вы хотите работать
00:01:37
в настольных приложениях?
00:01:39
Хорошо известно, что владельцы сайта
00:01:42
могут изменить настройки по умолчанию, которые
00:01:44
позволит вам один раз нажать левой кнопкой мыши на
00:01:47
документ для открытия непосредственно в настольном приложении.
00:01:49
Но кроме того, как пользователь вы
00:01:53
можете нажать на три эллипса.
00:01:56
Нажмите «Открыть» и выберите A.
00:01:58
Приложение Immersive Reader — это только
00:02:01
доступно для Word, а не для PowerPoint
00:02:04
и позволяет вам проконсультироваться с вашим
00:02:07
документ, не отвлекаясь.
00:02:09
Если вы уже есть.
00:02:12
В разделе «А» в Интернете вы можете нажать на
00:02:15
Редактирование в правом верхнем углу экрана.
00:02:18
И откройте на рабочем столе A.
00:02:21
Запомните, открываете ли вы его онлайн
00:02:23
в настольном приложении на телефоне,
00:02:27
компьютер под управлением Windows, MacBook,
00:02:28
независимо от устройства,
00:02:30
оно всегда будет одним и тем же
00:02:33
документы, над которыми мы можем работать.
00:02:35
Все будет сохранено.
00:02:38
И ночью.

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résultat(s)
00:00:02
Estoy usando mi sitio de SharePoint para
00:00:04
departamento de ventas y me gustaría
00:00:05
para asegurarme de que sé cómo abrir el
00:00:08
documentos y cómo trabajar en ellos.
00:00:09
¿Qué es lo que hay que saber?
00:00:13
Sentémonos juntos en esta biblioteca.
00:00:15
Tengo ahora mismo tres documentos diferentes,
00:00:18
un Word, un PowerPoint y un Excel.
00:00:22
Simplemente haciendo clic con el botón izquierdo del ratón en cualquiera de ellas.
00:00:26
Podemos ver que acabo de abrir
00:00:28
en una nueva pestaña en línea.
00:00:31
no estoy en la aplicación de escritorio,
00:00:33
Estoy en línea, puedo trabajar en el documento.
00:00:37
Y solo tiene que añadir datos.
00:00:41
Cuando termine de trabajar en ello,
00:00:43
No tengo que guardar nada.
00:00:45
Sin control y sin guardar en blanco.
00:00:47
Guardar ya que los guardados son automáticos.
00:00:51
Este símbolo me lo dice
00:00:53
mi archivo ya está guardado.
00:00:55
Cada modificación que hagas
00:00:57
hacer se guarda automáticamente.
00:00:58
Cuando haya terminado de trabajar en un documento,
00:01:01
simplemente tienes.
00:01:04
Para cerrarlo.
00:01:06
Funciona igual para PowerPoint.
00:01:10
Como podemos ver en la esquina superior izquierda de su
00:01:12
en la pantalla tenemos el mismo símbolo de nube.
00:01:15
que dice guardado.
00:01:18
Y Microsoft Word.
00:01:23
Justo aquí. Tenga en cuenta
00:01:26
que ya sea Word,
00:01:28
PowerPoint o Excel, estos archivos
00:01:31
se han abierto en las pestañas en línea.
00:01:33
Pero, ¿y si quieres trabajar
00:01:37
en las aplicaciones de escritorio?
00:01:39
Bien sabemos que los propietarios del sitio
00:01:42
puede cambiar una configuración predeterminada que
00:01:44
le permitirá, una vez que haga clic con el botón izquierdo del ratón
00:01:47
documento para abrir directamente la aplicación de escritorio.
00:01:49
Pero aparte de eso, como usuario tú
00:01:53
puede hacer clic en las tres elipses.
00:01:56
Haga clic en Abrir y seleccione A.
00:01:58
El lector inmersivo es solo
00:02:01
disponible para Word y no para PowerPoint
00:02:04
y le permite consultar sus
00:02:07
documento sin ninguna distracción.
00:02:09
Si ya lo estás.
00:02:12
En la sección A en línea, puede hacer clic en
00:02:15
Edita en la parte superior derecha de la pantalla.
00:02:18
Y ábrelo en el escritorio A.
00:02:21
Recuerda si lo abres en línea
00:02:23
en la aplicación de escritorio del teléfono,
00:02:27
computadora Windows, MacBook,
00:02:28
sin importar el dispositivo,
00:02:30
siempre será lo mismo
00:02:33
documentos en los que podemos trabajar.
00:02:35
Todo se guardará.
00:02:38
Y por la noche.

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