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Managing documents with the callout feature

From: SharePoint 2013 New Features

Video: Managing documents with the callout feature

There are a number of new features for lists and libraries in SharePoint 2013. In earlier versions of SharePoint we had a choice when we created a view as to whether or not we wanted to attach an edit menu to a particular document or if we wanted to have a hyperlink that would simply open it or none of the above that we would have a document in the list, but no real way to access it. In 2013 that choice of whether or not to attach a menu has been replaced with something called the Callout feature.

Managing documents with the callout feature

There are a number of new features for lists and libraries in SharePoint 2013. In earlier versions of SharePoint we had a choice when we created a view as to whether or not we wanted to attach an edit menu to a particular document or if we wanted to have a hyperlink that would simply open it or none of the above that we would have a document in the list, but no real way to access it. In 2013 that choice of whether or not to attach a menu has been replaced with something called the Callout feature.

And the Callout feature sits right here-- those three dots or that ellipsis-- that says there's more here if you simply click. So when I look at a document I can click and I have a series of choices here. Information, as well as menu options. The first is that I will see information with the document's actual file name, rather than simply the title. When it was last modified and by whom, the fact that it's shared and I can click to find out who all it's shared with to view more information.

Here I have the entire path for the file. Then I have the ability to OPEN this document, to SHARE the document with others-- on either an edit or a view basis. To FOLLOW this document, so that I continue to get alerts about it--something that we talked about earlier with social networking. And then finally, another set of ellipsis--or another menu--that allows us to: view the properties, edit the document's properties, check the document out, look at its Compliance Details--a new feature-- launch any Workflows that are associated with this document library that would be available for this document, Download a cCpy of the document, see who it's shared with, or Delete it.

So we have a lot possibility baked into this particular feature, all of our document management in one place using the Callout.

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SharePoint 2013 New Features

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Gini Courter
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