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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SharePoint (Modern Sites) - Open and work on a document
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Join a group
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Create and modify a group
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Creating a group
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Work together on the same document
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Do I share with OneDrive, SharePoint, or TEAMS?
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Granting access to the SharePoint site to someone outside the company
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Introducing Office 365 Groups
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Restoring an earlier version of your document
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Creating a personalized permission level
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Targeting content using a specific audience
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Understanding the different types and roles of team sites in SharePoint
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Sharing a folder or document with someone outside the company
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Checking the granted shares
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Remove a member from a group
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Restricting a document to read-only mode (Extract a document)
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Having a conversation within a group
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Creating a permission group
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Import, create, edit and share documents
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Create a meeting in the group calendar
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Use and create a template
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Access to your recent documents
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Back up and saving notes
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How to approve a request
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How to request an approval
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Create a new group form or quiz in Microsoft Forms
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Use Adobe sign
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Creating or editing office documents in Engage
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Edit and enhance messages
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Create a team using a template
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Engaging and animating a group
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Interact in conversations
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Share the link to collaborate or duplicate
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Create a team and add members
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Reply to and react to a Teams conversation in an e-mail
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Creating and Joining a Meeting
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Creating or Joining a Team
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Overview of conversations
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Manage a meeting
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How to integrate Klaxoon directly into a Teams meeting?
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How to add Klaxoon to a current Teams meeting?
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Private and small group chats
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Take notes in meetings
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How to start a Teams meeting from Klaxoon?
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File Management
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Create a SharePoint news and send it via mail
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Interact in a conversation
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Collaborate within a conversation with Microsoft Loop
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Create a SharePoint site
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Managing Teams and Channels
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Posting in a Channel
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Create a folder or a file in a library
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Make a New Approval Request
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Creating a Channel
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Store files in conversations
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Create Approval Templates
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Create and publish a SharePoint page
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Create a document library
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Copilot in Teams Conversations
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Create a SharePoint Lists
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Create and Send Signatures with Dedicated Services
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Customise my SharePoint site navigation
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Generate a usage report for my SharePoint site
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Enable Klaxoon as an App in Teams
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Work together on the same document
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Manage Document Approval
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Customise my site Homepage
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Synchronise a SharePoint document library
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Use version history
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Add and Explore Workflows
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Set Up Monitoring in a Channel with an RSS Feed
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Rename and find a document
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Manage Storage Spaces on Teams
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Make a File Request
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Find All Shares from the Same Person
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Share and Collaborate OneDrive
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Add and manage multiple accounts on Outlook
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Create an appointment or meeting
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Respond to a meeting
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Use the Meeting Dashboard
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The Bcc Field in Detail
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Manage Teams online meeting options
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Share a task list
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Create a task from a message
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Create your reservation page for appointment booking (Bookings)
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Respond to a Meeting Poll
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Use a Shared Mailbox
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Send Emails on Behalf of Someone Else
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Create a Meeting Poll
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Share Your Calendar
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Open a Shared Calendar
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Calendar Delegation Setup
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Collaborate directly during an event with Microsoft Loop and Outlook
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Send a survey or questionnaire by email
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View Other Calendars
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Use the Scheduling Assistant
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Share a document securely with Outlook
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Create and Manage Appointments in Delegated Calendars
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Prevent transfer for a meeting
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Mailbox Delegation Setup
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Respond to invitations as a delegate
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Analyze a Supply Catalog Based on Needs and Budget
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
- 01:08
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Recover deleted items
- 01:09
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Recall or replace an e-mail message
- 01:45
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
- 02:04
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
- 01:02
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
- 02:48
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Respond to a Meeting Poll
- 01:30
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Create a Meeting Poll
- 02:48
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Display Three Time Zones
- 01:52
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View Other Calendars
- 00:50
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
- 02:02
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
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Delay Email Delivery
- 01:10
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Use Conversation View
- 01:47
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Clean Up Your Inbox
- 01:18
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Organize Your Messages with Rules
- 02:01
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Use Categories
- 02:51
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Easily Sort Your Mails
- 01:38
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Automate Routine Actions
- 02:19
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Create an Email Template
- 01:40
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
- 01:56
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
- 01:50
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Create a reminder for yourself
- 01:59
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Respond to a meeting
- 01:00
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Create an appointment or meeting
- 01:44
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
- 02:51
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Request a Read Receipt or Delivery Confirmation
- 02:01
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The Bcc Field in Detail
- 01:53
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Save and Print a Message
- 01:48
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Insert Elements in Emails (Tables, Charts, Images)
- 02:49
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Attach files efficiently in Outlook
- 02:20
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Process an incoming message
- 01:53
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Send an Email and Create a Draft in Outlook
- 03:10
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Organize into Folders
- 01:57
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Set Your Work Hours in Outlook
- 02:02
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Create and add a signature to messages
- 01:26
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Manage new message notifications
- 01:40
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Change the default font of your emails
- 01:05
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Manage Views
- 02:36
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Add and manage multiple accounts on Outlook
- 01:24
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
- 02:08
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Manage Storage Space
- 02:08
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Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
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Use Documents in a Synchronized Library Folder
- 01:32
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Make a File Request
- 01:24
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Restore Your OneDrive Space
- 01:42
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Find All Shares from the Same Person
- 01:08
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Modify Sharing Rules
- 00:53
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Check Granted Shares
- 00:48
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Protect My Document with a Password and Expiration Date
- 01:02
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Avoid Abusive Document Sharing
- 00:57
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Best Security Practices on OneDrive
- 01:27
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
- 02:11
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Discover the Meaning of OneDrive Icons
- 02:16
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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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 :
-
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. -
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. -
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. -
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. -
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. -
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. -
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. -
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.