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Share Point Quick Reference

Share Point Quick Reference

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Published by mahmoudomar
Sharepoint quick reference
Sharepoint quick reference

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Published by: mahmoudomar on Dec 06, 2008
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07/20/2012

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Sharepoint 2007 Quick Reference CardLibraries
How to save to a library using Microsoft® Office Word, Excel®, or PowerPoint® 2007
1.
Click the
Microsoft Office Button
, and then click
Save As
.
2.
In the
File name
box, type the URL for your library, and then click
Save
.
3.
After the library appears, type a file name, and then click the
Save
button.How to upload a file to a library1.Go to your library by typing its URL in your Web browser.
2.
On the
Upload
menu, click
Upload Document
.
3.
Click
Browse
to find the file that you want to add, select the file, and then click
Open
.
4.
Click
OK
.5.If you do not see your files in the library, refresh the browser.How to edit a file for use in Word, Excel, or PowerPoint 20071.Go to your library by typing its URL in your Web browser.2.Click the file.3.Select the option to edit the file.How to check out a file1.Point to the file name to display a down arrow.
2.
Click the down arrow, and in the menu that appears, click
Check Out
.Look at past versions
1.
Place your mouse over a file, click the down arrow that appears, and then click the
VersionHistory
command.2.Click a version date in the past.Restore a past version to be the current version
1.
Place your mouse over a file, click the down arrow that appears, and then click the
VersionHistory
command.
2.
Place your mouse over a version in the past, click the down arrow, and then click
Restore
.How to describe a specific version with comments in Microsoft Office Word, Excel®, or PowerPoint® 2007
1.
First check out the file: Point to the file name to display a down arrow. Click the down arrow, andin the menu that appears, click
Check Out
.
Note
If you want to work with the file offline on your computer, click to select the
Use my localdrafts folder 
check box.2.Then edit the file by clicking the file name.
 
3.When you are done editing the file, close it. You will be prompted to check it in and enter comments describing your work.How to discard your checkout1.Go to your library by typing its URL in your Web browser.2.Point to the file name to display a down arrow.
3.
Click the down arrow, and in the menu that appears, click
Discard Check Out
.Open a file from a library in Microsoft® Office Word, Excel®, or PowerPoint® 2007
1.
Click the
Microsoft Office Button
, and then click
Open
.
2.
In the
File name
box, type the URL of your library.
Note
Make sure to type in only the portion of the URL needed (everything before
Forms/AllItems.aspx
).3.Double-click the file you want to open.Check out a file from a library using Word, Excel, or PowerPoint 2007
1.
Open the file first. Click its name in the library, and then click
Read Only
.
2.
Click the
Microsoft Office Button
, click
Server 
, and then click
Check Out
.Add the document location command to the top of Word, Excel, or PowerPoint 2007
1.
Click the
Microsoft Office Button
, click
Program Name
Options
, and then click
Customize
.
2.
In the
Choose commands from
list, select
All Commands
.
3.
Click
Document Location
, and then click
Add
.Sign up for e-mail alerts for a document1.Go to the page that displays the list or library with the list item or file for which you want to addan alert.
2.
Place your pointer over the file, click the down arrow, and then click
Alert Me
.
3.
In the
Send Alerts To
section, confirm that the destination e-mail address is correct.
4.
In the
Send Alerts for These Changes
section, specify whether you want to be notified whenthe item or file has been changed or deleted, or click
All Changes
to be notified whenever anytype of change occurs.
5.
In the
When to Send Alerts
section, click a choice that reflects how often you want to benotified of changes.
6.
Click
OK
.Send someone a link to a library file
 
1.
Place your pointer over the file name, click the down arrow, and then click
Send To
.
2.
Click
E-mail a Link
.Your e-mail program will start, and a message will appear with the link to the file.Rename a file
1.
Place your pointer over the file name, click the down arrow menu that appears, and then click
Edit Properties
.2.In the name box, type a new name for the file.
3.
Click
OK
.Create a folder in a library1.Go to the library using your Web browser.
2.
On the
New
menu, click
New Folder 
.
Note
The person who created your library may have specified that folders cannot be createdin the library. If this is the case, the
New Folder 
command is not available.
3.
Type a name for the folder, and then click
OK
.Use Windows Explorer to move files, and more
1.
On the
Actions
menu, click
Open with Windows Explorer 
.2.Here you can move files from one folder to another. You can also copy, paste, rename, and dragand drop files using this window.
Note
You may have to refresh the library to see recently moved or renamed files.How to delete a file
1.
Place your pointer over the file name, click the down arrow, and then click
Delete
.
2.
Click
OK
.Recover a deleted file from the Recycle Bin
1.
In the lower-left corner of the page, click
Recycle Bin
.2.Select a file or files that you want to restore.
3.
Then click
Restore Selection
at the top of the list of files.
Note
You may have to refresh the library to see the newly restored file.How to download a library
1.
On the
Actions
menu, click
Connect to Outlook
.
2.
When you are prompted to confirm that you want to connect the library to Microsoft® OfficeOutlook® 2007, click
 Yes
.
3.
In Outlook, the library is added to the folder list in a new folder called
SharePoint Lists
.How to download the latest files into Outlook

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