Share Point User Guide

  • Published on
    06-Apr-2018

  • View
    219

  • Download
    0

Embed Size (px)

Transcript

  • 8/3/2019 Share Point User Guide

    1/39

    SharePoint User Guide

  • 8/3/2019 Share Point User Guide

    2/39

    SharePoint User Guide

    Foreword

    The SharePoint User Guide gives step-by-step instructions for End Users.

    Revision History

    Date

    Description Version

    10/18/2006 Draft SharePoint User Guide. 1.0

    10/24/2006 Edited graphics and added additional sections 1.1

    10/26/2006 Edited grammar and formatting problems 1.2

    11/02/2006 Edited formatting 1.3

    11/03/2006 Final Version 1.4

    Modified date: 12/20/2011 Page 2 of 39

    File located: http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx

    http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspxhttp://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx
  • 8/3/2019 Share Point User Guide

    3/39

    SharePoint User Guide

    CONTENTS

    SharePoint User Guide.............................................................................................................................................................1

    Foreword ..........................................................................................................................................................................2Revision History................................................................................................................................................................2

    CONTENTS............................................................................................................................................................................3

    List of Figures...................................................................................................................................................................3

    WHAT IS SHAREPOINT?.....................................................................................................................................................7

    DOCUMENT LIBRARIES.....................................................................................................................................................

    Shared Document Pages Notable Features......................................................................................................................8

    Document Options Menu..................................................................................................................................................9

    How to Upload a Single Document.................................................................................................................................10

    Uploading Multiple Documents......................................................................................................................................11

    Creating Folders..............................................................................................................................................................13

    EDITING SHARED DOCUMENTS....................................................................................................................................16

    Using Check In / Check Out...........................................................................................................................................16

    Editing Documents..........................................................................................................................................................17

    Editing a Microsoft Excel Document that is Checked Out.............................................................................................18

    Editing a Microsoft Word document that is Checked Out..............................................................................................19

    Using Document Versions..............................................................................................................................................19

    WEB DISCUSSIONS...........................................................................................................................................................21

    Accessing Web Discussions From Shared Documents...................................................................................................21

    Accessing Web Discussions From Within a Microsoft Office Application...................................................................22

    Discussion Toolbar..........................................................................................................................................................23

    DISCUSSION BOARDS.......................................................................................................................................................2

    To Participate in a Discussion.........................................................................................................................................27

    ALERTS................................................................................................................................................................................32Adding an Alert...............................................................................................................................................................32

    Managing Your Alerts.....................................................................................................................................................36

    RESETTING YOUR PASSWORD........................................................................................................................................38

    List of Figures

    Figure 1: SharePoint Shared Documents...............................................................................................................................8

    Figure 2: Document Options Menu.........................................................................................................................................9

    Figure 3: SharePoint Home Page..........................................................................................................................................10

    Figure 4: Shared Documents..................................................................................................................................................10

    Figure 5: Upload Document...................................................................................................................................................10

    Figure 6: Browse Files............................................................................................................................................................11

    Modified date: 12/20/2011 Page 3 of 39

    File located: http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx

    http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspxhttp://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx
  • 8/3/2019 Share Point User Guide

    4/39

    SharePoint User Guide

    Figure 7: Overwrite Existing Files........................................................................................................................................11

    Figure 8: Save and Close........................................................................................................................................................11

    Figure 9: Uploading Multiple Files.......................................................................................................................................12

    Figure 10: Explorer View Uploading Multiple Documents.............................................................................................12

    Figure 11: Explorer View Overwrite Existing Files.........................................................................................................13

    Figure 12: Explorer View Save and Close.........................................................................................................................13

    Figure 13: Confirmation of Upload Dialogue Box...............................................................................................................13

    Figure 14: Shared Documents All Documents View.........................................................................................................14

    Figure 15: All Documents New Folder...............................................................................................................................14

    Figure 16: New Folder............................................................................................................................................................14

    Figure 17: Shared Documents Explorer View...................................................................................................................15

    Figure 18: Login Window......................................................................................................................................................15

    Figure 19: Explorer View Creating a New Folder............................................................................................................15

    Figure 20: Document Check Out...........................................................................................................................................16

    Figure 21: Check In Dialogue Box........................................................................................................................................16

    Figure 22: Shared Documents Check In............................................................................................................................17

    Figure 23: Check In Comments.............................................................................................................................................17

    Figure 24: Edit in Microsoft Office ......................................................................................................................................17

    Figure 25: Saving Documents................................................................................................................................................18

    Figure 26: Editing a Checked Out Excel Document............................................................................................................18

    Figure 27: Word File Is Now Available Dialogue Box.........................................................................................................18

    Figure 28: Editing a Checked Out Word Document ..........................................................................................................19

    Figure 29: Shared Document Version History..................................................................................................................19

    Figure 30: Version History Options......................................................................................................................................20

    Figure 31: Shared Documents Discuss...............................................................................................................................21

    Figure 32: Blocked Download................................................................................................................................................21

    Modified date: 12/20/2011 Page 4 of 39

    File located: http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx

    http://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspxhttp://sharepoint.dep.state.fl.us/User%20Guides/Forms/AllItems.aspx
  • 8/3/2019 Share Point User Guide

    5/39

    SharePoint User Guide

    Figure 33: File Download Dialogue Box...............................................................................................................................22

    Figure 34: Discussion Toolbar in Microsoft Word..............................................................................................................22

    Figure 35: Opening Web Discussions within Microsoft Office...........................................................................................23

    Figure 36: Discussion Toolbar Close..................................................................................................................................23

    Figure 37: Discussion Toolbar Menu Insert in the Document.........................................................................................23

    Figure 38: Discussion Toolbar Menu Insert about the Document..................................................................................24

    Figure 39: Discussion Toolbar Menu Refresh Discussions..............................................................................................24

    Figure 40: Discussion Toolbar Menu Filter Discussions..................................................................................................24

    Figure 41: Discussion Toolbar Menu Discussion Options................................................................................................24

    Figure 42: Discussion Toolbar - Insert Discussion in the Document.................................................................................24

    Figure 43: Discussion Toolbar - Insert Discussion about the Document...........................................................................25

    Figure 44: Discussion Toolbar - Expand all Discussions.....................................................................................................25

    Figure 45: Discussion Toolbar - Collapse all Discussions...................................................................................................25

    Figure 46: Discussion Toolbar - Previous.............................................................................................................................25

    Figure 47: Discussion Toolbar - Next....................................................................................................................................25

    Figure 48: Discussion Toolbar - Show/Hide Discussion Pane.............................................................................................25

    Figure 49: Discussions............................................................................................................................................................26

    Figure 50: Create Discussion Board......................................................................................................................................27

    Figure 51: Discussion Board Create Page............................................................................................................................27

    Figure 52: New Discussion Board..........................................................................................................................................27

    Figure 53: New Discussion Board..........................................................................................................................................28

    Figure 54: Discussion Board......................................................................