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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Available in Microsoft365

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?

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Let's sit together in this library.

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I have right now three different documents,

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a Word, PowerPoint and an Excel.

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By simply left clicking on any of these.

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We can see that I just oened

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them in a new tab online.

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I am not in the desktop application,

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I'm online, I can work on the document.

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And simply add data.

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Once I'm done working on it,

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I do not have to save anything.

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No control plus no white save.

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Save as the save are automatic.

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This symbol tells me that

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my file is now saved.

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Every single modification you

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make is saved automatically.

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Once you are done working on a document,

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you simply have.

00:01:04

To close it.

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It works the same for PowerPoint.

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As we can see on the top left of your

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screen we have the same cloud symbol.

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Which says saved.

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And Microsoft Word.

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Right here. Please note

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that whether it is Word,

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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.

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Click on Open and choose A.

00:01:58

The Immersive Reader is only

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available for Word and not PowerPoint

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and allows you to consult your

00:02:07

document without any distraction.

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If you are already.

00:02:12

In the Online A, you can click on

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Editing at the top right of your screen.

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And open in desktop A.

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Remember whether you open it online

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in the desktop app on the phone,

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Windows computer, MacBook,

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no matter the device,

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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.

DiLeaP AI: THIS MIGHT BE HELPFUL

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Phishing emails often mimic legitimate ones, using logos and information from reputable companies.
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Even clicking on a link can install malware on your computer.
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