Rename a File
1. In the Navigation pane, click on the link for Shared Documents.
2. Point to the document. A down arrow displays.
3. Click on the down arrow and select Edit Properties. A message displays to Check
Out the file.
4. Click on OK.
5. The properties page for the document displays.
6. Enter a new Name and click on OK.
7. On the list of documents, point to the renamed file and click on the down arrow.
8. Select Check In.
9. On the Check In page, click on OK.
Delete a File
1. In the Navigation pane, click on the link for Shared Documents.
2. Point to the document. A down arrow displays.
3. Click on the down arrow and select Edit Properties. A message displays to Check
Out the file.
4. Click on OK.
5. The properties page for the document displays.
6. Select Delete Item. A message to confirm the deletion displays.
7. Click on OK.
Restore a File
Deleting a file is a two-staged process.
When a file is deleted, it is placed in the recycle bin of the person who deleted it. The file
can be restored from that person’s recycle bin.
When a file is deleted from the recycle bin, a user can no longer restore the file.
1. In the Navigation pane, click on the link for the Recycle Bin
2. Click to mark the file’s checkbox.
3. Select Restore Selection . A message to confirm the restore displays.
4. Click on OK.
Note: Use the breadcrumbs to navigate to another page.
Create a Folder
Use folders to keep a larger group of files organized.
1. In the Navigation pane, click on the link for Shared Documents.
2. Click on the New tool and select New Folder from the list that displays.
3. Enter a Name for the folder and click OK.
Move a File to a Folder
1. In the Navigation pane, click on the
link for Shared Documents.
2. Click on the Actions tool and select
Open with Windows Explorer.
3. In the separate window that opens,
drag and drop files in the appropriate
folder.
4. Close the Windows Explorers window
to return to the Shared Documents
page.
5. Press F5 or click on the browser’s
Refresh tool to refresh the display.
E-Mail a Link
1. In the Navigation pane, click on the
link for shared Documents.
2. Point to the file and click the down
arrow that displays.
3. Select Send To > E-mail a Link. In the
new message window that displays,
the link to the document displays in
the body of the message.
4. Complete and send the message.
In the message, include the text “If you
cannot follow this link by clicking on it,
copy the link and paste it in the
address box of the browser.”
Sharing Documents
Using Office 2007
in
SharePoint Services
The University of Akron
Software Training Services
[email protected]
Navigation Tips
It is a best practice to use the Navigation
pane and the breadcrumbs to move on
the site, rather than the Back button of the
browser.
http://www.uakron.edu/its/learning/training/index.php
330.972.6391
Access a SharePoint Site
Method 2:
Open the internet browser and enter the site’s URL in the address box.
The URL begins with https://sharepoint.uanet.edu. SharePoint sites are secure sites, so
the URL begins with https rather than http.
When prompted, sign in with your UAnet ID and password.
The Home page of that SharePoint site displays.
Navigation pane
Breadcrumbs
Sign Out
1. In the Navigation pane, click on the link
for Shared Documents.
2. Point to the document. A down arrow
displays.
3. Click on the down arrow and select
Send To > Download a Copy.
4. In the File Download dialog, select
Open.
This creates a copy and is not linked to
the original SharePoint file.
The document opens in the appropriate
application.
5. Close the file after your review.
Open, Edit and Save a File
Sharing Files
To effectively share a file, inform SharePoint of how you intend to use the file.
View the file without making any changes to it, OR
Edit the file.
SharePoint then can accurately inform other individuals if the file is available for viewing only
or for editing.
View the File without Editing
Method 1:
1. In the Navigation pane of the SharePoint site, click on the link for Shared
Documents.
2. On the Shared Documents page, click on the icon that displays before the file name.
3. In the dialog that displays, select Read Only and click on OK.
If prompted, enter your UAnet ID and password.
4. Close the file after your review.
When you work with a file and make changes:
Check Out the file to allow exclusive
editing of the file.
Close and Check In the file, when you
are done.
Follow these steps:
1. In the Navigation pane, click on the link
for Shared Documents.
2. On the Shared Documents page, click
on the file’s icon.
3. In the dialog that displays, select Check
Out and Edit.
4. Click on OK.
5. If prompted, enter your UAnet ID and
password.
6. Close the file. A prompt appears to
Check In.
7. Click on Yes.
8. If no prompt appeared in step 6, return
to SharePoint, point to the document,
click on the down arrow, select Check
In.
Discard a Check Out
If a file was checked out in error and/or
changes were made to the file that are not
to be saved, discard the Check Out.
1. In the Shared Documents list, point to
the document.
2. Click on the down arrow and select
Discard Check Out. A message
displays.
3. Click on OK.
Upload a New File
1. Click on the Shared Documents link.
2. In the tools that display above the list
of documents, click on Upload.
3. From the menu that displays, select
Upload Document for a single file.
4. Use the Browse button to locate the
file to upload to SharePoint.
5. Click on OK. The File Properties for
the uploaded document are displayed.
6. Edit the Name if you wish.
7. Click on Check In.
Upload Multiple Files
1. Click on the Shared Documents link.
2. In the tools that display above the list
of documents, click on Upload.
3. From the menu that displays, select
Upload Multiple Documents.
4. A page displays with a Windows
Explorer look. Navigate to the drive
and folder for the documents.
5. Mark the checkboxes of the files to be
uploaded.
6. Click on OK. A message displays.
7. Click on Yes.
8. Point to each file; click the down
arrow.
9. Select Check In and OK.