SharePoint (Modern Sites) - Rename and find a document Tutorial
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
- 882 views
-
SharePoint (Modern Sites) - Share a document to someone outside of my SharePoint site
- 3:57
- Viewed 934 times
-
SharePoint (Modern Sites) - Use the filter pane in a library
- 2:00
- Viewed 921 times
-
SharePoint (Modern Sites) - Use version history
- 1:57
- Viewed 906 times
-
SharePoint (Modern Sites) - Create a folder or a file in a library
- 1:46
- Viewed 1124 times
-
SharePoint (Modern Sites) - Work together on the same document
- 1:48
- Viewed 958 times
-
SharePoint (Modern Sites) - Open and work on a document
- 2:42
- Viewed 886 times
-
SharePoint (Modern Sites) - Rename and find a document
- 2:00
- Viewed 882 times
-
SharePoint (Modern Sites) - Create a SharePoint site
- 2:58
- Viewed 1161 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5243 times
-
Create and modify a group
- 2:19
- Viewed 5117 times
-
Join a group
- 1:34
- Viewed 3912 times
-
Accessing applications from a group
- 1:59
- Viewed 3838 times
-
Creating a group
- 2:38
- Viewed 3748 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3553 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3484 times
-
Work together on the same document
- 1:07
- Viewed 3467 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3435 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3214 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3210 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3061 times
-
Creating a personalized permission level
- 2:46
- Viewed 3016 times
-
Targeting content using a specific audience
- 3:35
- Viewed 3012 times
-
Having a conversation within a group
- 3:21
- Viewed 3010 times
-
Checking the granted shares
- 2:27
- Viewed 2982 times
-
Remove a member from a group
- 0:29
- Viewed 2979 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2979 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2910 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2857 times
-
Creating a permission group
- 3:53
- Viewed 2840 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2819 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2789 times
-
Back up and saving notes
- 0:32
- Viewed 2713 times
-
Use and create a template
- 2:40
- Viewed 2711 times
-
How to approve a request
- 1:30
- Viewed 2711 times
-
Access to your recent documents
- 1:14
- Viewed 2671 times
-
How to request an approval
- 2:20
- Viewed 2530 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2445 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2361 times
-
Use Adobe sign
- 1:20
- Viewed 2288 times
-
Engaging and animating a group
- 1:55
- Viewed 1974 times
-
Create a team using a template
- 1:03
- Viewed 1963 times
-
Edit and enhance messages
- 1:57
- Viewed 1903 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1719 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1704 times
-
Interact in conversations
- 1:30
- Viewed 1683 times
-
Create a team and add members
- 1:37
- Viewed 1576 times
-
Creating or Joining a Team
- 1:11
- Viewed 1558 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1488 times
-
Manage a meeting
- 2:08
- Viewed 1368 times
-
Overview of conversations
- 1:02
- Viewed 1311 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1308 times
-
Private and small group chats
- 2:03
- Viewed 1296 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1289 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1288 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1222 times
-
Take notes in meetings
- 0:35
- Viewed 1218 times
-
Create a SharePoint site
- 2:58
- Viewed 1161 times
-
File Management
- 1:04
- Viewed 1158 times
-
Interact in a conversation
- 2:03
- Viewed 1155 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1128 times
-
Create a document library
- 1:56
- Viewed 1126 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1124 times
-
Posting in a Channel
- 2:15
- Viewed 1116 times
-
Create Approval Templates
- 2:06
- Viewed 1115 times
-
Managing Teams and Channels
- 2:15
- Viewed 1109 times
-
Make a New Approval Request
- 1:26
- Viewed 1094 times
-
Creating a Channel
- 2:05
- Viewed 1090 times
-
Store files in conversations
- 1:38
- Viewed 1088 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1071 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1054 times
-
Create a SharePoint Lists
- 2:18
- Viewed 1029 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1025 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1022 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 994 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 973 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 959 times
-
Work together on the same document
- 1:48
- Viewed 958 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 927 times
-
Use Templates for Document Creation
- 1:03
- Viewed 925 times
-
Manage Document Approval
- 0:56
- Viewed 916 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 909 times
-
Use version history
- 1:57
- Viewed 906 times
-
Customise my site Homepage
- 3:03
- Viewed 902 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 898 times
-
Open and work on a document
- 2:42
- Viewed 886 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 886 times
-
Add and Explore Workflows
- 1:35
- Viewed 863 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 850 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 786 times
-
Make a File Request
- 01:24
- Viewed 590 times
-
The Bcc Field in Detail
- 01:53
- Viewed 504 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 447 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 416 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 380 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 380 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 364 times
-
Create an appointment or meeting
- 01:44
- Viewed 360 times
-
Create a Meeting Poll
- 02:48
- Viewed 358 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 340 times
-
Share a task list
- 03:10
- Viewed 333 times
-
Respond to a meeting
- 01:00
- Viewed 330 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 322 times
-
Manage Teams online meeting options
- 01:56
- Viewed 319 times
-
Create a task from a message
- 02:00
- Viewed 316 times
-
Open a Shared Calendar
- 01:29
- Viewed 306 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 300 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 297 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 297 times
-
Use a Shared Mailbox
- 01:18
- Viewed 294 times
-
Share Your Calendar
- 01:54
- Viewed 293 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 292 times
-
Calendar Delegation Setup
- 01:21
- Viewed 287 times
-
Share a document securely with Outlook
- 02:21
- Viewed 282 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 280 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 276 times
-
View Other Calendars
- 00:50
- Viewed 272 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 264 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 124 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 29 times
-
Format and example for optimal results
- 02:03
- Viewed 31 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 26 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 57 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 23 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 27 times
-
Extract Text from an Image
- 01:07
- Viewed 43 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 74 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 85 times
-
Query an Attached Meeting
- 01:51
- Viewed 34 times
-
Plan with Copilot
- 01:15
- Viewed 59 times
-
Share Requests with Your Team
- 03:07
- Viewed 78 times
-
Translate a presentation
- 01:38
- Viewed 41 times
-
Generate a Video
- 01:49
- Viewed 47 times
-
Add Speaker Notes
- 00:56
- Viewed 39 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 119 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 113 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 131 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 160 times
-
Copilot at the service of project reports
- 02:36
- Viewed 139 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 127 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 237 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 134 times
-
Project mode
- 01:31
- Viewed 134 times
-
Create an agent for a team
- 01:53
- Viewed 223 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 219 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 110 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 224 times
-
Copilot Studio agent settings
- 01:33
- Viewed 102 times
-
Add new actions
- 01:54
- Viewed 219 times
-
Create a first action
- 01:59
- Viewed 211 times
-
Manage topics
- 01:51
- Viewed 131 times
-
Manage knowledge sources
- 01:11
- Viewed 99 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 217 times
-
Access Copilot Studio
- 01:09
- Viewed 209 times
-
Get started with Copilot Studio
- 01:25
- Viewed 109 times
-
Introduction to PowerBI
- 00:60
- Viewed 255 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 242 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 239 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 267 times
-
Introduction to Planner
- 00:56
- Viewed 250 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 288 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 252 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 363 times
-
Introduction to Sway
- 01:53
- Viewed 329 times
-
Introducing to Word
- 01:00
- Viewed 238 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 227 times
-
Create a call group
- 01:15
- Viewed 383 times
-
Use call delegation
- 01:07
- Viewed 193 times
-
Assign a delegate for your calls
- 01:08
- Viewed 351 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 196 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 198 times
-
Manage advanced call notifications
- 01:29
- Viewed 204 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 317 times
-
Block unwanted calls
- 01:24
- Viewed 233 times
-
Disable all call forwarding
- 01:09
- Viewed 217 times
-
Manage a call group in Teams
- 02:01
- Viewed 238 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 195 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 197 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 217 times
-
Manage voicemail messages
- 01:55
- Viewed 316 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 350 times
-
Customize your voicemail greeting
- 02:17
- Viewed 191 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 243 times
-
Manage simultaneous calls
- 01:52
- Viewed 217 times
-
Support third-party apps during calls
- 01:53
- Viewed 260 times
-
Add participants quickly and securely
- 01:37
- Viewed 205 times
-
Configure call privacy and security settings
- 02:51
- Viewed 201 times
-
Manage calls on hold
- 01:20
- Viewed 208 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 207 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 200 times
-
Draft a Service Memo
- 02:33
- Viewed 252 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 237 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 373 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 346 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 124 times
-
Other Coaches
- 01:45
- Viewed 262 times
-
Agents in SharePoint
- 02:44
- Viewed 205 times
-
Prompt coach
- 02:49
- Viewed 232 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 221 times
-
Configure a Copilot Agent
- 02:39
- Viewed 227 times
-
Describe a copilot agent
- 01:32
- Viewed 263 times
-
Rewrite with Copilot
- 01:21
- Viewed 217 times
-
Analyze a video
- 01:21
- Viewed 244 times
-
Use the Copilot pane
- 01:12
- Viewed 228 times
-
Process text
- 01:03
- Viewed 221 times
-
Create an insights grid
- 01:19
- Viewed 395 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 223 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 247 times
-
Create an image with Copilot
- 00:42
- Viewed 404 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 236 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 245 times
-
Chat with Copilot
- 00:50
- Viewed 250 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 393 times
-
Data Privacy in Copilot
- 00:43
- Viewed 247 times
-
Access Copilot
- 00:25
- Viewed 422 times
-
Use a Copilot Agent
- 01:24
- Viewed 275 times
-
Edit in Pages
- 01:49
- Viewed 284 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 254 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 248 times
-
Generate the email for the recipient
- 00:44
- Viewed 235 times
-
Action Function
- 04:18
- Viewed 202 times
-
Search Function
- 03:42
- Viewed 248 times
-
Date and Time Function
- 02:53
- Viewed 255 times
-
Logical Function
- 03:14
- Viewed 392 times
-
Text Function
- 03:25
- Viewed 260 times
-
Basic Function
- 02:35
- Viewed 220 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 262 times
-
Introduction to Power Fx
- 01:09
- Viewed 256 times
-
The New Calendar
- 03:14
- Viewed 432 times
-
Sections
- 02:34
- Viewed 231 times
-
Customizing Views
- 03:25
- Viewed 225 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 488 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 272 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 196 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 145 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 257 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.