Wednesday, April 25, 2018

Get started with SharePoint

Get started with SharePoint

When you sign in to Office 365, or your organization's corporate SharePoint Server site, click SharePoint or Sites in the app launcher navigation or top bar. These are your entry points into SharePoint.

SharePoint Online

The app launcher with SharePoint highlighted.

You can also click SharePoint on the header bar

Headerbar with SharePoint highlighted

SharePoint Server 2016

SharePoint app launcher with sites highlighted

SharePoint Server 2013

SharePoint 2013 top menu bar

What's in a SharePoint site

Organizations use SharePoint to create websites. In Office 365, you can create a site from the SharePoint home page. You also get a SharePoint team site whenever you create an Office 365 group in Outlook Online or Office 365. If you're in SharePoint Server, you can create a team or a number of other types of sites. You can use the sites as a secure place to store, organize, share, and access information from any device. All you need is a web browser, such as Microsoft Edge, Internet Explorer, Google Chrome, or Mozilla Firefox. Get the SharePoint mobile app to stay connected from your mobile devices.

10 things you can do with SharePoint, right now

To do this…

Try this…

Upload files to your SharePoint document library, so you can access them from anywhere

You can drag files from your computer into your document library,.

In SharePoint Online, click Upload on the command bar. If you use Microsoft Edge, you can upload either files or folders.

SharePoint Online

Screenshot of the open Upload menu in a document library.

SharePoint Server 2016

Document library with Upload button highlighted

In SharePoint Server 2013, click New document and browse for a file. Depending on how SharePoint is configured, you may have to click Upload existing file first.

For more info, see Upload files to a library.

Open a document in a document library

Click to open the document you want to work on and it will open in Office Online. If you have the application installed on your computer and want to use it, click Edit Document > Edit in <application name>. For info on document libraries, see What is a document library?

Word document opened from SharePoint library with Edit in Word highlighted

Work with others on the same document, at the same time

In a document library, click to open the document you want to work on. It will open in Office Online. The number of people currently editing the document appears at the top right of the document.

Drop down dialog that shows who's editing a document

See Document collaboration and co-authoring.

Share documents

Select the document you want to share, click the ellipses () to open the menu, and then click Share.

SharePoint Online

SPO Document right click menu with Share highlighted

SharePoint Server 2016/2013

Clicking Share on a file

See Share SharePoint files or folders in Office 365 or Video: Share documents in SharePoint Server.

Share sites

If you have site owner permissions, click SharePoint or Sites, choose the site you want to share, and then click Share  Share button .

Create a team site

If you're using Office 365, you can create a site from the SharePoint home page, and it automatically creates an Office 365 group. If you create an Office 365 group in Outlook or People, and you automatically get a team site in SharePoint Online. For more on creating team sites, see Create a team site in SharePoint Online.

If you have site owner permissions with SharePoint Server 2016 or SharePoint Server 2013 click Sites, and then click + new site or + new.

Screenshot of new site button on Sites page New Site button

Add a list or library to your team site

To add a list or library to SharePoint Online, click + New from within a site, and then pick List or Library from the list.

New link clicked with List highlighted

To add a list or library for SharePoint Server versions of SharePoint click Settings SharePoint 2016 Settings button on title bar. and then click Add an app.

Add an application (list, library)

For more info, see Create a list in SharePoint or Create a document library in SharePoint.

Keep previous versions of a document while you make changes to it

In SharePoint Online, right-click a document in a library, and then click Version History (you might have to scroll the menu),

Document library right click menu with version history highlighted

For SharePoint Server versions, click the ellipses (...) next to the file, and then click the ellipses (...) again in the dialog to get to the menu, or select the document and click Version History on the Files tab.

The file tab with Version History highlighted

SharePoint Server ribbon and Files tab

For more info, see Enable and configure versioning for a list or library.

Search for something

Type a search keyword into the Search box, and then click the Search icon Search box magnifying glass icon .

SharePoint Online

Site search field

SharePoint Server 2016 and 2013

Screenshot of search box

See What's new in search in SharePoint Online.

Share information with your entire organization

In Office 365, SharePoint Online, or SharePoint Server 2016, click the app launcher App launcher button , then click the Yammer or Newsfeed tile, type your message, and then click Post.

For SharePoint Server 2013, click Yammer or Newsfeed in the header bar.

SharePoint 2013 top menu bar

See Post something to everyone.

Copy and move files and folders between libraries

There are several ways to copy or move files, depending on the version of SharePoint you're using. In SharePoint Online, you can use the Copy to or Move to command to copy or move files between libraries. For more info, see Move or copy a folder, file, or link in a document library.

Copy to button on main menu

Move to and Copy to buttons in SharePoint Online

Getting your SharePoint library into an Explorer view can provide a fast way to do all file operations. You can do it essentially two ways, syncing the folders, or opening in Explorer. The difference is that synced folders persist and can be used anytime from any app, while Open in Explorer is a one-time operation.

When you sync a library, you're making a local copy on your desktop machine. If you sync two libraries, you can copy or move files and folders, create folders, and delete one or more file or folder. Your synced library is automatically synced with the SharePoint library. To sync libraries with SharePoint Online, see Sync files to your computer from a document library. For SharePoint Server 2016 or SharePoint Server 2013, see Set up your computer to sync SharePoint Server on-premises files.

Another way to use Windows Explorer to manipulate files is to open a library in Explorer. Like synced folders, ths allows you to copy, move, and edit files and folders the way do on your desktop. Files are automatically updated in your SharePoint library. For more info, see Ways to work with site library files in File Explorer.

Want to control access to your stuff?

SharePoint is all about permissions. Get a better understanding of how permissions work, and you'll understand how to control access to stuff on sites. Watch Video: Understanding permissions in SharePoint.

Once you understand how permissions work, see how to do it in Edit and manage permissions for a SharePoint list or library.

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I've got OneDrive for Business. How do I decide whether to move them to SharePoint team sites?

If you have OneDrive for Business and want to decide between that and SharePoint team sites for your documents, see Should I save my documents to OneDrive for Business or a team site?.

Ready to move beyond the basics?

Take a look at our beginner and intermediate training to learn more about:

We're listening!

Updated April 3, 2017 thanks to customer feedback.

Was this article helpful? If so, please let us know at the bottom of this page. Let us know what was confusing or missing. Please include how you got here, your version of SharePoint, OS, and browser. We'll use your feedback to double-check the facts, add info, and update this article.

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