Creating and saving files to SharePoint for Office 365 – 101
The common place to work with files within a SharePoint site is the document library: A secure place to store files, where you and your colleagues can work with them easily.
Document Libraries can be found on the left side of a SharePoint Site, as you can see in the image below. Please note, that the first document library, that is created by default, is named “Documents”.
Saving/Creating files to a Document Library
There are 5 ways you can save and/or create files to a Document Library:
Method #1: The upload button
While in the Document Library within SharePoint:
Click on the upload button
Select to upload either files (can be multiple) or an entire folder
On the browse window select the file(s), or folder, you want to upload
Click on upload
Method #2: The Drag and Drop
You can upload files, and folders, to a document library by simply dragging and dropping these items to the document library.
Method #3: The “save as” option
From within Microsoft office applications, you can save directly to a SharePoint Document Library:
Open excel, word, or PowerPoint
Go to ‘File’
Click on ‘save as…'(1)
Pick the ‘Sites – XXXX’ option (2)
Select the site you wish to save the file to (3)
Navigate to the Document Library / Folder
Change the file name, as you see fit
Click on save
Method #4: Saving to a synced Document Library
In case you sync the desired document library, with your PC, you can use the file explorer to perform any save/copy/move/edit function as you would do with any file, or folder. To locate your SharePoint document library, open the windows explorer and find the hierarchy with the building icon, as you can see at the image below.
Method #5: Using the new button
While in the document library within SharePoint:
Click on the new button
Select the type of folder/file you want to create
Friday, 19 July, 2019|Categories: Basic Training|Comments Off on Creating and saving files to SharePoint for Office 365 – 101