Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

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.

Show transcript

This video is part of

Image for SharePoint 2013 New Features
SharePoint 2013 New Features

28 video lessons · 10338 viewers

Gini Courter
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed SharePoint 2013 New Features.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.