SharePoint (Modern Sites) - Rename and find a document Video
Learn how to rename and find documents in SharePoint classic sites. Discover effective ways to search for and rename documents in your SharePoint library for easier document management. Improve your productivity and collaboration with these simple tips.
- 2:00
- 706 views
-
SharePoint (Modern Sites) - Share a document to someone outside of my SharePoint site
- 3:57
- Viewed 725 times
-
SharePoint (Modern Sites) - Use the filter pane in a library
- 2:00
- Viewed 732 times
-
SharePoint (Modern Sites) - Use version history
- 1:57
- Viewed 724 times
-
SharePoint (Modern Sites) - Create a folder or a file in a library
- 1:46
- Viewed 951 times
-
SharePoint (Modern Sites) - Work together on the same document
- 1:48
- Viewed 765 times
-
SharePoint (Modern Sites) - Open and work on a document
- 2:42
- Viewed 716 times
-
SharePoint (Modern Sites) - Rename and find a document
- 2:00
- Viewed 706 times
-
SharePoint (Modern Sites) - Create a SharePoint site
- 2:58
- Viewed 987 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 4347 times
-
Join a group
- 1:34
- Viewed 3444 times
-
Create and modify a group
- 2:19
- Viewed 3437 times
-
Accessing applications from a group
- 1:59
- Viewed 3346 times
-
Work together on the same document
- 1:07
- Viewed 3248 times
-
Creating a group
- 2:38
- Viewed 3246 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3189 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3157 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 2966 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 2945 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 2886 times
-
Creating a personalized permission level
- 2:46
- Viewed 2759 times
-
Targeting content using a specific audience
- 3:35
- Viewed 2747 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2710 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 2689 times
-
Checking the granted shares
- 2:27
- Viewed 2684 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2669 times
-
Remove a member from a group
- 0:29
- Viewed 2662 times
-
Having a conversation within a group
- 3:21
- Viewed 2586 times
-
Creating a permission group
- 3:53
- Viewed 2573 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2548 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2512 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2499 times
-
Use and create a template
- 2:40
- Viewed 2477 times
-
Access to your recent documents
- 1:14
- Viewed 2446 times
-
Back up and saving notes
- 0:32
- Viewed 2390 times
-
How to approve a request
- 1:30
- Viewed 2265 times
-
How to request an approval
- 2:20
- Viewed 2185 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2159 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2057 times
-
Use Adobe sign
- 1:20
- Viewed 2054 times
-
Edit and enhance messages
- 1:57
- Viewed 1711 times
-
Create a team using a template
- 1:03
- Viewed 1669 times
-
Engaging and animating a group
- 1:55
- Viewed 1655 times
-
Interact in conversations
- 1:30
- Viewed 1510 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1504 times
-
Create a team and add members
- 1:37
- Viewed 1342 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1317 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1298 times
-
Creating or Joining a Team
- 1:11
- Viewed 1268 times
-
Overview of conversations
- 1:02
- Viewed 1150 times
-
Manage a meeting
- 2:08
- Viewed 1138 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1129 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1119 times
-
Private and small group chats
- 2:03
- Viewed 1080 times
-
Take notes in meetings
- 0:35
- Viewed 1075 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1058 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1022 times
-
File Management
- 1:04
- Viewed 1003 times
-
Interact in a conversation
- 2:03
- Viewed 999 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 987 times
-
Create a SharePoint site
- 2:58
- Viewed 987 times
-
Managing Teams and Channels
- 2:15
- Viewed 971 times
-
Posting in a Channel
- 2:15
- Viewed 962 times
-
Create a folder or a file in a library
- 1:46
- Viewed 951 times
-
Make a New Approval Request
- 1:26
- Viewed 938 times
-
Store files in conversations
- 1:38
- Viewed 935 times
-
Creating a Channel
- 2:05
- Viewed 924 times
-
Create Approval Templates
- 2:06
- Viewed 923 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 915 times
-
Create a document library
- 1:56
- Viewed 906 times
-
Create a SharePoint Lists
- 2:18
- Viewed 870 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 852 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 795 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 791 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 771 times
-
Work together on the same document
- 1:48
- Viewed 765 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 763 times
-
Use Templates for Document Creation
- 1:03
- Viewed 758 times
-
Manage Document Approval
- 0:56
- Viewed 752 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 750 times
-
Customise my site Homepage
- 3:03
- Viewed 739 times
-
Use version history
- 1:57
- Viewed 724 times
-
Open and work on a document
- 2:42
- Viewed 716 times
-
Add and Explore Workflows
- 1:35
- Viewed 711 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 703 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 681 times
-
Make a File Request
- 01:24
- Viewed 283 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 258 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 257 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 181 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 152 times
-
Create an appointment or meeting
- 01:44
- Viewed 143 times
-
Manage Teams online meeting options
- 01:56
- Viewed 136 times
-
Respond to a meeting
- 01:00
- Viewed 135 times
-
Share a task list
- 03:10
- Viewed 135 times
-
The Bcc Field in Detail
- 01:53
- Viewed 133 times
-
Create a task from a message
- 02:00
- Viewed 126 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 111 times
-
Create a Meeting Poll
- 02:48
- Viewed 101 times
-
Use a Shared Mailbox
- 01:18
- Viewed 100 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 99 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 98 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 97 times
-
Calendar Delegation Setup
- 01:21
- Viewed 94 times
-
Share Your Calendar
- 01:54
- Viewed 90 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 90 times
-
Open a Shared Calendar
- 01:29
- Viewed 89 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 86 times
-
View Other Calendars
- 00:50
- Viewed 85 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 80 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 76 times
-
Share a document securely with Outlook
- 02:21
- Viewed 73 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 69 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 62 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 61 times
-
Action Function
- 04:18
- Viewed 34 times
-
Search Function
- 03:42
- Viewed 47 times
-
Date and Time Function
- 02:53
- Viewed 34 times
-
Logical Function
- 03:14
- Viewed 60 times
-
Text Function
- 03:25
- Viewed 41 times
-
Basic Function
- 02:35
- Viewed 34 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 49 times
-
Introduction to Power Fx
- 01:09
- Viewed 36 times
-
The New Calendar
- 03:14
- Viewed 75 times
-
Sections
- 02:34
- Viewed 40 times
-
Customizing Views
- 03:25
- Viewed 33 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 67 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 51 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 37 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 58 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 201 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 139 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 72 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 153 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 76 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 78 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 204 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 63 times
-
Share Power Automate Flows
- 02:20
- Viewed 60 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 71 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 65 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 72 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 87 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 60 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 147 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 241 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 125 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 119 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 97 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 72 times
-
Discover the “Build Space”
- 02:26
- Viewed 62 times
-
The Power Automate Mobile App
- 01:39
- Viewed 62 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 70 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 74 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 56 times
-
Access Power Automate for the Web
- 01:25
- Viewed 86 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 81 times
-
Add a third-party application
- 02:40
- Viewed 96 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 97 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 90 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 86 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 63 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 111 times
-
Share a document securely with Outlook
- 02:21
- Viewed 73 times
-
Block a sender
- 01:54
- Viewed 107 times
-
Identify a fraudulent email
- 02:06
- Viewed 70 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 69 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 86 times
-
Protect an email by encrypting
- 01:10
- Viewed 69 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 61 times
-
Recover deleted items
- 01:09
- Viewed 169 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 92 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 61 times
-
Use a Shared Mailbox
- 01:18
- Viewed 100 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 76 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 98 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 62 times
-
Calendar Delegation Setup
- 01:21
- Viewed 94 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 156 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 152 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 99 times
-
Create a Meeting Poll
- 02:48
- Viewed 101 times
-
Display Three Time Zones
- 01:52
- Viewed 74 times
-
View Other Calendars
- 00:50
- Viewed 85 times
-
Open a Shared Calendar
- 01:29
- Viewed 89 times
-
Share Your Calendar
- 01:54
- Viewed 90 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 80 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 76 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 80 times
-
Translate Emails in Outlook
- 01:32
- Viewed 80 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 69 times
-
Add Accessible Tables and Lists
- 02:32
- Viewed 96 times
-
Improve the Accessibility of Images in Emails
- 01:18
- Viewed 75 times
-
Improve Email Accessibility
- 02:02
- Viewed 76 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 87 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 94 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 63 times
-
Delay Email Delivery
- 01:10
- Viewed 82 times
-
Use Conversation View
- 01:47
- Viewed 73 times
-
Clean Up Your Inbox
- 01:18
- Viewed 90 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 343 times
-
Use Categories
- 02:51
- Viewed 67 times
-
Easily Sort Your Mails
- 01:38
- Viewed 73 times
-
Automate Routine Actions
- 02:19
- Viewed 78 times
-
Create an Email Template
- 01:40
- Viewed 101 times
-
Create a task from a message
- 02:00
- Viewed 126 times
-
Share a task list
- 03:10
- Viewed 135 times
-
Create a task or reminder
- 01:50
- Viewed 135 times
-
Task Module Overview
- 01:56
- Viewed 173 times
-
Manage Teams online meeting options
- 01:56
- Viewed 136 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 233 times
-
Create a reminder for yourself
- 01:59
- Viewed 144 times
-
Respond to a meeting
- 01:00
- Viewed 135 times
-
Create an appointment or meeting
- 01:44
- Viewed 143 times
-
Create different types of events
- 01:46
- Viewed 147 times
-
Edit and customize views
- 01:55
- Viewed 151 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 157 times
-
Search options
- 01:23
- Viewed 130 times
-
Sort and filter emails
- 02:51
- Viewed 146 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 207 times
-
The Bcc Field in Detail
- 01:53
- Viewed 133 times
-
Save and Print a Message
- 01:48
- Viewed 151 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 184 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 141 times
-
Process an incoming message
- 01:53
- Viewed 131 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 166 times
-
Organize into Folders
- 01:57
- Viewed 148 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 137 times
-
Create and add a signature to messages
- 01:26
- Viewed 147 times
-
Manage new message notifications
- 01:40
- Viewed 133 times
-
Change the default font of your emails
- 01:05
- Viewed 128 times
-
Manage Views
- 02:36
- Viewed 120 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 181 times
-
Explore the Interface
- 03:22
- Viewed 135 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 142 times
-
Manage Storage Space
- 02:08
- Viewed 250 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 241 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 273 times
-
Make a File Request
- 01:24
- Viewed 283 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 246 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 258 times
-
Modify Sharing Rules
- 00:53
- Viewed 254 times
-
Check Granted Shares
- 00:48
- Viewed 249 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 266 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 232 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 252 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 262 times
-
Search for Documents
- 01:31
- Viewed 235 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 330 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 260 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 249 times
-
Edit, Delete a Share
- 02:16
- Viewed 385 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 257 times
-
Power and Manage OneDrive
- 01:36
- Viewed 244 times
-
What is OneDrive ?
- 01:14
- Viewed 527 times
Objectifs :
This video aims to provide users with practical methods for renaming and locating documents within a SharePoint site, enhancing their efficiency in document management.
Chapitres :
-
Introduction to Document Management in SharePoint
In this section, we will explore how to effectively manage documents within the Sales SharePoint site. The focus will be on renaming documents and utilizing search functionalities to find them easily. -
Renaming a Document in the SharePoint Library
Renaming a document in the SharePoint library is a straightforward process. To rename a document, follow these steps: - Navigate to the document you wish to rename. - Click on the three ellipses (•••) next to the document name. - Select 'Rename' from the dropdown menu. - Enter the new name for the document, for example, 'KPI PowerPoint'. This simple method allows for quick updates to document titles, ensuring they are relevant and easily identifiable. -
Searching for Documents
To locate documents within the SharePoint library, you can utilize the search bar located at the top of the screen. Here’s how: - Click on the search bar. - Type in a keyword related to the document, such as 'Ki'. - Press 'Enter'. The search results will display relevant documents, making it easy to find what you need without scrolling through the entire library. -
Using Filters to Find Specific File Types
In addition to searching, you can apply filters to narrow down your search results. This is particularly useful when looking for specific types of files. By selecting the appropriate filter options, you can quickly locate the documents you need. -
Renaming a Document from Within the File
If you are currently working on a document and wish to rename it, the process is equally simple: - Click on the top left of your screen while in the document. - Choose the option to rename the file. - For instance, change the name from 'Client One' to 'Client Two'. This method allows for seamless renaming without having to navigate away from the document. -
Understanding File Locations
When renaming or searching for files, it is important to know their locations. The file path is displayed underneath the document name, indicating: - The SharePoint site where the file is located. - The specific section within the site. If you see a person's name in the file location, it indicates that the file is stored in that person's OneDrive, which is essential for understanding file accessibility. -
Conclusion
In summary, this video has covered essential techniques for renaming and finding documents in SharePoint. By utilizing the rename function, search bar, and filters, users can enhance their document management skills, making their workflow more efficient.
FAQ :
How do I rename a document in SharePoint?
To rename a document in SharePoint, navigate to the document library, click on the ellipses next to the document you want to rename, and select 'Rename'. Enter the new name and save.
What is the purpose of the search bar in SharePoint?
The search bar in SharePoint allows users to quickly find documents by typing keywords related to the document's name or content. Simply enter your search term and press Enter to see the results.
Can I filter documents in SharePoint?
Yes, you can filter documents in SharePoint by using the filter options available in the document library. This allows you to search for specific types of files or documents based on various criteria.
What does it mean if a file is located in a person's OneDrive?
If a file is located in a person's OneDrive, it means that the file is stored in that individual's personal cloud storage space, which is separate from the SharePoint site.
How can I find the location of a file in SharePoint?
To find the location of a file in SharePoint, click on the file to view its details. The location will be displayed, indicating which SharePoint site and library the file is stored in.
Quelques cas d'usages :
Renaming Documents for Clarity
In a sales team, members often need to rename documents to reflect their content accurately. For example, renaming a presentation file to 'KPI PowerPoint' helps team members quickly identify its purpose, improving collaboration and efficiency.
Searching for Specific Files
A project manager can use the search bar in SharePoint to find specific project documents by typing relevant keywords. This saves time and ensures that the right documents are accessed quickly, enhancing productivity.
Filtering Files by Type
In a marketing department, team members can filter files in SharePoint to find only image files or presentations. This targeted approach allows them to focus on the materials they need for their campaigns without sifting through unrelated documents.
Managing Personal Files in OneDrive
An employee can store personal work documents in OneDrive, ensuring they are accessible from any device. This is particularly useful for remote work, allowing for seamless access to important files without cluttering the SharePoint site.
Tracking Document Locations
A compliance officer can track the location of important documents by checking their details in SharePoint. Knowing whether a document is in a shared library or an individual's OneDrive helps maintain proper document management and compliance.
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.
KPI
Key Performance Indicator, a measurable value that demonstrates how effectively a company is achieving key business objectives.
OneDrive
A cloud storage service from Microsoft that allows users to store files and data online securely and access them from any device.
Library
In SharePoint, a library is a location on a site where you can create, collect, update, and manage files with other site members.
Ellipses
A graphical user interface element represented by three dots (…). In SharePoint, clicking on the ellipses provides additional options for managing files.
Search Bar
A user interface element that allows users to enter text queries to find specific documents or information within a platform.
Filter
A tool that allows users to narrow down search results based on specific criteria, such as file type or date modified.