"use and benefits of a sharepoint library" by janis hall

Use and Benefits of a SharePoint Use and Benefits of a SharePoint LibraryLibrary

Presented by Janis HallMetroStar Systems Technical Instructor

TLOTLOTLOTLO

By the end of this module, you should:By the end of this module, you should:

•• Understand Different Ways to Populate Your SharePoint Understand Different Ways to Populate Your SharePoint LibLib

By the end of this module, you should:By the end of this module, you should:

Library Library •• Be Able to Modify File Properties & Edit Files with Use of Be Able to Modify File Properties & Edit Files with Use of CheckCheck‐‐outoutCheckCheck outout

•• Work More Efficiently by Using Metadata to Organize Work More Efficiently by Using Metadata to Organize FilesFiles

•• Understand How to Connect SharePoint Lists to OutlookUnderstand How to Connect SharePoint Lists to Outlook

Copyright 2009 MetroStar Systems, Inc. 2

ELOELOELOELO

P l t Y Sh P i t LibP l t Y Sh P i t Lib••Populate Your SharePoint Library Populate Your SharePoint Library ••Modify File Properties & Edit Files with Use of Modify File Properties & Edit Files with Use of Ch kCh k ttCheckCheck‐‐outout••Use Metadata to Organize FilesUse Metadata to Organize FilesC t Sh P i t Li t t O tl kC t Sh P i t Li t t O tl k••Connect SharePoint Lists to OutlookConnect SharePoint Lists to Outlook


Benefits of Working in SharePointBenefits of Working in SharePointBenefits of Working in SharePointBenefits of Working in SharePoint



Tools Enhance Ability to Collaborate and Tools Enhance Ability to Collaborate and yyIncrease Work EfficienciesIncrease Work Efficiencies



S Ti S Eff B tt P d tSave Time Save Effort Better Product

Summer 2009 Copyright 2009 MetroStar Systems, Inc. 6

File Sharing

Yesterday…

SandyBeth Jeff

File SharingFile Sharing

Today…


S Ti S Eff B tt P d tSave Time Save Effort Better Product

Summer 2009 Copyright 2009 MetroStar Systems, Inc. 18

Populate Your SharePoint LibraryPopulate Your SharePoint LibraryPopulate Your SharePoint Library Populate Your SharePoint Library

•• Upload Files with the Upload Tool andUpload Files with the Upload Tool and•• Upload Files with the Upload Tool and Upload Files with the Upload Tool and Explorer ViewExplorer View

•• Create New Files From Within the SharePointCreate New Files From Within the SharePoint•• Create New Files From Within the SharePoint Create New Files From Within the SharePoint LibraryLibrary

•• Save Files into SharePoint from Word ExcelSave Files into SharePoint from Word Excel•• Save Files into SharePoint from Word, Excel Save Files into SharePoint from Word, Excel and PowerPointand PowerPoint


Modify File Properties & Edit Files with Modify File Properties & Edit Files with y py pUse of CheckUse of Check‐‐outout

•• What is CheckWhat is Check‐‐out?out?•• Manual CheckManual Check‐‐out Processout ProcessManual CheckManual Check out Processout Process•• How to Automate CheckHow to Automate Check‐‐outout•• Pros and Cons of Manual verses Automated Pros and Cons of Manual verses Automated CheckCheck‐‐OutOut

•• How to Access and Edit File ContentHow to Access and Edit File Content•• How to Edit File PropertiesHow to Edit File Properties


U M t d t t O i FilU M t d t t O i FilUse Metadata to Organize FilesUse Metadata to Organize Files

•• Definition of ViewsDefinition of Views

•• Explanation of BenefitsExplanation of BenefitsExplanation of BenefitsExplanation of Benefits

•• How to Create and Use Personal ViewsHow to Create and Use Personal Views


C t Sh P i t Li t t O tl kC t Sh P i t Li t t O tl kConnect SharePoint Lists to OutlookConnect SharePoint Lists to Outlook

•• Benefits of Connecting SharePoint ListsBenefits of Connecting SharePoint Lists

•• How to Connect a Contact or Calendar ListHow to Connect a Contact or Calendar ListHow to Connect a Contact or Calendar ListHow to Connect a Contact or Calendar List


Connect a List to OutlookConnect a List to OutlookConnect a List to OutlookConnect a List to Outlook

23Copyright 2009 MetroStar Systems, Inc.Summer 2009

Connect a List to OutlookConnect a List to OutlookConnect a List to OutlookConnect a List to Outlook

24Copyright 2009 MetroStar Systems, Inc.Summer 2009

TLO ReviewTLO ReviewTLO ReviewTLO Review

You Should Now be Able to:You Should Now be Able to:

•• Understand Different Ways to Populate Your SharePoint Understand Different Ways to Populate Your SharePoint LibLib

You Should Now be Able to:You Should Now be Able to:

Library Library •• Modify File Properties & Edit Files with Use of CheckModify File Properties & Edit Files with Use of Check‐‐outout•• Work More Efficiently Using Metadata to Organize FilesWork More Efficiently Using Metadata to Organize Files•• Work More Efficiently Using Metadata to Organize FilesWork More Efficiently Using Metadata to Organize Files•• Understand How to Connect SharePoint Lists to OutlookUnderstand How to Connect SharePoint Lists to Outlook


ELO SummaryELO SummaryELO SummaryELO Summary

P l t Y Sh P i t LibP l t Y Sh P i t Lib••Populate Your SharePoint Library Populate Your SharePoint Library ••Modify File Properties & Edit Files with Use of Modify File Properties & Edit Files with Use of Ch kCh k ttCheckCheck‐‐outout••Use Metadata to Organize FilesUse Metadata to Organize FilesC t Sh P i t Li t t O tl kC t Sh P i t Li t t O tl k••Connect SharePoint Lists to OutlookConnect SharePoint Lists to Outlook


Thank YouThank YouPresented by Janis Hall

MetroStar Systems TechnicalMetroStar Systems Technical Instructor

"use and benefits of a sharepoint library" by janis hall

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