Tips for working in SharePoint document libraries – Part 7

Welcome to Part 7 of our tips for working in SharePoint document libraries. Part 6 explored the ability to filter and sort information in document libraries, and took a quick look at Search. Today, we’re talking content types and how they can be used to manage your templates. Understanding Content Types Content types are different to document types. A document type is … Read More

Tips for working in SharePoint document libraries – Part 6

Welcome to Part 6 of our tips for working in SharePoint document libraries. Part 5 introduced the concept of views in SharePoint. Today we’ll build on that theme and explore the ability to filter and sort information in document libraries, and have a quick look at Search. A document library is really just a list of information.  This is easy to conceptualise … Read More

Tips for working in SharePoint document libraries – Part 5

Welcome to Part 5 of our tips for working in SharePoint document libraries. Part 4 covered off on the ellipsis and showed you an easy way to attach documents from SharePoint to your emails. Today we’ll introduce you to the concept of views in SharePoint. Get to know your Views Views are an integral part of SharePoint and have applications … Read More

Tips for working in SharePoint document libraries – Part 4

Welcome to Part 4 of our tips for working in SharePoint document libraries. Part 3 discussed the benefits of using natural language when naming files saved in document libraries. Today we’re going to cover off on the ellipsis and we’ll show you an easy way to attach a document from SharePoint to an email. The document library user interface shows the file … Read More

Tips for working in SharePoint document libraries – Part 3

Welcome to Part 3 of our tips for working in SharePoint document libraries. Part 2 introduced uploading to SharePoint via drag and drop and changing metadata in a library using Quick Edit. Today we cover off on using natural language when saving documents. Use natural language when naming documents! In the following examples, which file name do you think is easier … Read More

Tips for working in SharePoint document libraries – Part 2

Welcome to Part 2 of our tips for working in SharePoint document libraries. Part 1 introduced the Ribbon. Today we cover off on uploading and tagging multiple documents. Drag and Drop to upload multiple files There are a few ways you can upload a file to a SharePoint Library. From the ribbon, you have an Upload Document command. You can … Read More

Tips for working in SharePoint document libraries – Part 1

When a company decides to move away from a file server environment in favour of SharePoint for document management, it creates a lot of change for users. Similarly, if you’ve just started working at a new company that has SharePoint and your last employer didn’t, it can be quite daunting figuring out how to work with the files you need. If you’ve never … Read More