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.
- 1:56
- 907 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 907 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1031 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 821 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 762 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 795 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 761 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 783 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1072 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 2887 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 2670 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 2478 times
-
Access to your recent documents
- 1:14
- Viewed 2447 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 2055 times
-
Edit and enhance messages
- 1:57
- Viewed 1712 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 1511 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1505 times
-
Create a team and add members
- 1:37
- Viewed 1343 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 1139 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 1081 times
-
Take notes in meetings
- 0:35
- Viewed 1077 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1060 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 1000 times
-
Create a SharePoint site
- 2:58
- Viewed 988 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 987 times
-
Managing Teams and Channels
- 2:15
- Viewed 972 times
-
Posting in a Channel
- 2:15
- Viewed 964 times
-
Create a folder or a file in a library
- 1:46
- Viewed 952 times
-
Make a New Approval Request
- 1:26
- Viewed 939 times
-
Store files in conversations
- 1:38
- Viewed 935 times
-
Creating a Channel
- 2:05
- Viewed 924 times
-
Create Approval Templates
- 2:06
- Viewed 924 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 915 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 885 times
-
Create a SharePoint Lists
- 2:18
- Viewed 870 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 852 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 829 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 804 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 795 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 792 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 772 times
-
Work together on the same document
- 1:48
- Viewed 766 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 763 times
-
Use Templates for Document Creation
- 1:03
- Viewed 759 times
-
Manage Document Approval
- 0:56
- Viewed 753 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 751 times
-
Customise my site Homepage
- 3:03
- Viewed 741 times
-
Use version history
- 1:57
- Viewed 724 times
-
Open and work on a document
- 2:42
- Viewed 718 times
-
Add and Explore Workflows
- 1:35
- Viewed 711 times
-
Rename and find a document
- 2:00
- Viewed 707 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 704 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 259 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 258 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 145 times
-
Share a task list
- 03:10
- Viewed 137 times
-
Respond to a meeting
- 01:00
- Viewed 136 times
-
Manage Teams online meeting options
- 01:56
- Viewed 136 times
-
The Bcc Field in Detail
- 01:53
- Viewed 133 times
-
Create a task from a message
- 02:00
- Viewed 128 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 112 times
-
Create a Meeting Poll
- 02:48
- Viewed 102 times
-
Use a Shared Mailbox
- 01:18
- Viewed 102 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 100 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 100 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 98 times
-
Calendar Delegation Setup
- 01:21
- Viewed 94 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 92 times
-
Share Your Calendar
- 01:54
- Viewed 91 times
-
Open a Shared Calendar
- 01:29
- Viewed 90 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 88 times
-
View Other Calendars
- 00:50
- Viewed 86 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 81 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 78 times
-
Share a document securely with Outlook
- 02:21
- Viewed 74 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 70 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 64 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 63 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 37 times
-
Create an image with Copilot
- 00:42
- Viewed 42 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 38 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 37 times
-
Chat with Copilot
- 00:50
- Viewed 27 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 30 times
-
Data Privacy in Copilot
- 00:43
- Viewed 36 times
-
Access Copilot
- 00:25
- Viewed 36 times
-
Use a Copilot Agent
- 01:24
- Viewed 48 times
-
Modify with Pages
- 01:20
- Viewed 47 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 52 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 46 times
-
Generate the email for the recipient
- 00:44
- Viewed 47 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 41 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 38 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 34 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 58 times
-
Use the narrative Builder
- 01:31
- Viewed 56 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 50 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 57 times
-
Share a document with copilot
- 00:36
- Viewed 47 times
-
Configurate a page with copilot
- 01:47
- Viewed 61 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 171 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 79 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 89 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 133 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 147 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 138 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 202 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 140 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 154 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 77 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 80 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 65 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 67 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 61 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 148 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 241 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 126 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 120 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 98 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 73 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 57 times
-
Access Power Automate for the Web
- 01:25
- Viewed 87 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 81 times
-
Add a third-party application
- 02:40
- Viewed 97 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 98 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 92 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 88 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 63 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 112 times
-
Share a document securely with Outlook
- 02:21
- Viewed 74 times
-
Block a sender
- 01:54
- Viewed 108 times
-
Identify a fraudulent email
- 02:06
- Viewed 70 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 70 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 88 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 170 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 93 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 63 times
-
Use a Shared Mailbox
- 01:18
- Viewed 102 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 78 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 100 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 64 times
-
Calendar Delegation Setup
- 01:21
- Viewed 94 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 157 times
-
Make changes to a text
- 01:05
- Viewed 118 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 85 times
-
Search from emails with Copilot
- 00:53
- Viewed 358 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 75 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 96 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 88 times
-
Summarizing a Loop Page with Copilot
- 00:55
- Viewed 74 times
-
Generating Loop Content with Copilot
- 01:18
- Viewed 80 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 123 times
-
Generate formulas from a concept
- 01:02
- Viewed 81 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 97 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 117 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 152 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 100 times
-
Create a Meeting Poll
- 02:48
- Viewed 102 times
-
Display Three Time Zones
- 01:52
- Viewed 74 times
-
View Other Calendars
- 00:50
- Viewed 86 times
-
Open a Shared Calendar
- 01:29
- Viewed 90 times
-
Share Your Calendar
- 01:54
- Viewed 91 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 81 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 78 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 81 times
-
Translate Emails in Outlook
- 01:32
- Viewed 81 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 78 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 88 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 95 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 63 times
-
Delay Email Delivery
- 01:10
- Viewed 84 times
-
Use Conversation View
- 01:47
- Viewed 74 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 68 times
-
Easily Sort Your Mails
- 01:38
- Viewed 74 times
-
Automate Routine Actions
- 02:19
- Viewed 79 times
-
Create an Email Template
- 01:40
- Viewed 102 times
-
Create a task from a message
- 02:00
- Viewed 128 times
-
Share a task list
- 03:10
- Viewed 137 times
-
Create a task or reminder
- 01:50
- Viewed 135 times
-
Task Module Overview
- 01:56
- Viewed 175 times
-
Manage Teams online meeting options
- 01:56
- Viewed 136 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 235 times
-
Create a reminder for yourself
- 01:59
- Viewed 146 times
-
Respond to a meeting
- 01:00
- Viewed 136 times
-
Create an appointment or meeting
- 01:44
- Viewed 145 times
-
Create different types of events
- 01:46
- Viewed 147 times
-
Edit and customize views
- 01:55
- Viewed 153 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 158 times
-
Search options
- 01:23
- Viewed 130 times
-
Sort and filter emails
- 02:51
- Viewed 147 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 208 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 185 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 149 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 138 times
-
Create and add a signature to messages
- 01:26
- Viewed 149 times
-
Manage new message notifications
- 01:40
- Viewed 133 times
-
Change the default font of your emails
- 01:05
- Viewed 129 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
-
Survey Consumer Satisfaction Panel with ChatGPT
- 01:55
- Viewed 232 times
-
Enhance Your Product on Social Media with ChatGPT
- 02:13
- Viewed 247 times
-
Write a Product Description with ChatGPT
- 02:30
- Viewed 217 times
-
Structure Your Product Launch Project
- 01:51
- Viewed 266 times
-
Initiate a Market Research Study with ChatGPT
- 02:08
- Viewed 197 times
-
Manage Storage Space
- 02:08
- Viewed 252 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 274 times
-
Make a File Request
- 01:24
- Viewed 283 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 248 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 259 times
-
Modify Sharing Rules
- 00:53
- Viewed 254 times
-
Check Granted Shares
- 00:48
- Viewed 251 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 267 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 263 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 250 times
-
Edit, Delete a Share
- 02:16
- Viewed 385 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 258 times
-
Power and Manage OneDrive
- 01:36
- Viewed 245 times
-
What is OneDrive ?
- 01:14
- Viewed 527 times
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 :
-
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. -
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. -
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. -
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. -
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.