SharePoint (Modern Sites) - Create a folder or a file in a library Tutorial

Learn how to create a folder or file in a library using SharePoint. This tutorial guides you through the process and highlights the platform's collaboration features. Start organizing your files efficiently and collaborate seamlessly with your team.

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Objectifs :

This video aims to guide users through the process of creating a folder and documents in SharePoint, emphasizing collaboration and document management within a sales team context.

Chapitres :

  1. Introduction to SharePoint Document Management
    SharePoint is a powerful platform designed for collaboration among team members. In this video, we will explore how to effectively manage documents related to a new client by creating a dedicated folder within the SharePoint document library.
  2. Creating a New Folder
    To begin, navigate to the document library in SharePoint. Follow these steps to create a new folder: 1. Click on the 'New' button. 2. Select 'Folder' from the dropdown menu. 3. Choose a specific color for the folder; for this example, we will select a light green color. 4. Name the folder 'Client One'. Once created, remember that all users with access to the SharePoint site will automatically have access to this folder.
  3. Adding Documents to the Folder
    Now that the folder is set up, we can start adding documents. The following steps outline how to create different types of documents: - **Creating a Word Document:** 1. Click on 'New' and select 'Word Document'. 2. Rename the document to 'Contract'. 3. Close the document; there is no need to save changes manually. - **Creating an Excel Workbook:** 1. Click on 'New' and select 'Excel Workbook'. 2. Initially, do not rename it. 3. Close the Excel workbook to return to the document library. 4. Click on the three ellipses next to the workbook to rename it. 5. Change the name to 'Budget Client One' and save the new name.
  4. Conclusion
    In this video, we successfully created a folder and added new documents within a SharePoint document library. This process not only organizes files related to a specific client but also enhances collaboration among team members. By following these steps, users can efficiently manage their documents in SharePoint.

FAQ :

What is SharePoint used for?

SharePoint is used for collaboration, document management, and sharing information within organizations. It allows teams to work together on projects and access shared resources.

How do I create a folder in SharePoint?

To create a folder in SharePoint, go to the document library, click on 'New', select 'Folder', and then name your folder. You can also choose a color for the folder.

Can I create different types of documents in SharePoint?

Yes, in SharePoint, you can create various types of documents including Word documents, Excel workbooks, and PowerPoint presentations.

What happens when I create a folder in SharePoint?

When you create a folder in SharePoint, it is accessible to all users who have access to the SharePoint site, allowing for collaborative work.

How do I rename a document in SharePoint?

To rename a document in SharePoint, click on the three ellipses next to the document name, select 'Rename', and then enter the new name.

Quelques cas d'usages :

Client Project Management

A sales team can use SharePoint to create a dedicated folder for each client, organizing all related documents such as contracts, budgets, and presentations in one place. This improves collaboration and ensures all team members have access to the latest information.

Document Collaboration

Multiple team members can work on different types of documents (Word, Excel, PowerPoint) within the same SharePoint folder, allowing for real-time collaboration and updates. This can enhance productivity and streamline project workflows.

Organizing Marketing Materials

Marketing teams can create folders for various campaigns in SharePoint, storing all related documents, presentations, and budgets. This helps in maintaining organization and easy access to materials needed for campaign execution.

Budget Tracking

Finance teams can create an Excel workbook in SharePoint to track budgets for different projects. By renaming and organizing these workbooks, they can easily monitor expenses and share updates with stakeholders.

Glossaire :

SharePoint

A web-based collaboration platform developed by Microsoft that allows users to create, manage, and share documents and information within an organization.

Document Library

A storage location in SharePoint where documents and files can be uploaded, organized, and shared among users.

Folder

A virtual container used to organize files and documents within a document library.

Word Document

A file created using Microsoft Word, typically used for text-based documents.

Excel Workbook

A file created using Microsoft Excel, used for organizing data in spreadsheets.

PowerPoint

A presentation software developed by Microsoft used to create slideshows composed of text, images, and other media.

Renaming

The process of changing the name of a file or folder to better reflect its content or purpose.

Ellipses

A set of three dots (...) used in user interfaces to indicate that more options are available.

résultat(s)
00:00:00
I've just been assigned a
00:00:02
new client for my sales
00:00:04
team and I wish to create a folder in which
00:00:07
to put all the files related
00:00:08
to that client. First,
00:00:10
let's go to the document
00:00:12
library and click on New.
00:00:14
I can now create a folder and
00:00:16
even give it a specific color.
00:00:18
Let's go with a light grid and
00:00:21
name that folder. Client one.
00:00:26
Once created, Please note that SharePoint
00:00:28
is a platform dedicated to collaboration.
00:00:31
Therefore every person that has
00:00:34
access to the SharePoint site has
00:00:37
by default an access to my folder.
00:00:41
In that folder I am now going to go ahead
00:00:44
and create well first a Word document.
00:00:48
I can also create an Excel and a PowerPoint.
00:00:51
I'm going to start by renaming
00:00:54
the Word document too. Contract.
00:00:59
And close the documents.
00:01:01
I do not have to save this modification.
00:01:04
Now if I just refresh the page,
00:01:07
the contract is here.
00:01:10
I'm also going to create an Excel
00:01:12
workbook that I will call Budget,
00:01:15
but this time I will not rename it
00:01:18
using this way I will go back to
00:01:22
the library by closing the Excel.
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Click on the three ellipses.
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And rename. And this
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fight will be called Budget client one.
00:01:38
I can now save
00:01:39
the new name and I just created
00:01:42
a folder and new documents in
00:01:44
a SharePoint document library.

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