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Uploading and creating documents on a team site

From: Up and Running with Office 365

Video: Uploading and creating documents on a team site

Of course, the whole idea behind using a team site here in Office 365 is to provide an area where team members can go to collaborate. Part of cooperation might involve working on files and sharing those files, so how do we get files onto the team site? Well, we can upload them if they already exist or even create them on the fly, and that's what we are going to do right now. All we need to do is go to a location where we have a Documents web part. If you have been following along with me, we created a page called Documents and Assets. We can click that link that we created at the very top of our homepage.

Uploading and creating documents on a team site

Of course, the whole idea behind using a team site here in Office 365 is to provide an area where team members can go to collaborate. Part of cooperation might involve working on files and sharing those files, so how do we get files onto the team site? Well, we can upload them if they already exist or even create them on the fly, and that's what we are going to do right now. All we need to do is go to a location where we have a Documents web part. If you have been following along with me, we created a page called Documents and Assets. We can click that link that we created at the very top of our homepage.

Here in the Documents web part, we already have a file from earlier. But if we wanted to add new files, all we'd need to do is go to the New Document link. Now clicking New Document gives you the opportunity to create a new file on the fly or upload an existing file. Let's start by uploading something we already have. We'll click uploading existing file. When we go to the Browse button, we can now browse to our exercise files. Mine are on the Desktop and there it is, NoObstaclesBio. That's the one I want to upload. And when I click Open, it now appears in the File field, and all I need to do is click OK.

If the file already exists, notice it will overwrite an existing file. Click OK and off it goes. It's now a file located in my Documents web part here that anyone who has access to this team site can access, meaning they can click this link, it is a Word document, the Word Web app will open up, and they will be working on it. And in fact multiple people can be working on the same file at the same time, and all of the changes will be synced up. Beautiful. Now we can also create new documents on the fly as well.

If we go back to the New Document link and click there, notice we can create Word documents, Excel files, PowerPoint presentations, maybe a OneNote notebook, even an Excel survey--different from workbook. Let's go to PowerPoint Presentation. All we have to do now is give our new file a name, so we'll be creating the file that we enter here in the Document Name field. Let's say it's New Hire Orientation, and we click OK. Barious departments will be adding their sections to this presentation, and you can see the PowerPoint Web App launches. And the first thing we need to do is select a theme.

All you do is click the theme that best suits your needs and click apply. Now, you're onto your very first slide. Click to add Title. We'll click in there, type in New Hire Orientation. If we want a subtitle, we can add it there. We are going to type in Welcome, with an exclamation mark, and I'll just click anywhere outside the slide to deselect, and you can see there is our first slide. Now, as you look to the top, there is a File tab here. There's a Home tab. You'll see most of the tabs you are used to seeing in the full-fledged version of PowerPoint running on your desktop, but at any time, you can open this file on your desktop in PowerPoint if you need that added functionality.

If we go to the File tab here, you will notice a Save As option. There is no just simply Save option. Everything that we're doing here is being saved. So when we go up to the top-right corner and click the Close button to exit, we'll return to our team site because we are using the web app, and you will notice we have a new file in there, New Hire Orientation. You can see when it was modified last and who modified it. Now again, anyone with access to this team site will be able to go into that file and start adding their own slides.

So that's as easy as it gets, adding documents by uploading them or creating them on the fly here in an Office 365 team site.

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Up and Running with Office 365

29 video lessons · 9634 viewers

David Rivers
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