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

Saving changes in SharePoint

From: SharePoint 2010 Getting Started

Video: Saving changes in SharePoint

Let's talk about a pretty basic skill here. You need to get a document from your machine and save it into SharePoint. That could be a Word document, an Excel spreadsheet; it really doesn't matter. The most important thing you need here is the address of the SharePoint site. If you've never been to that site before, you need to check to make sure that you can. If you can't open up a Web browser, paste in that address and go there, you certainly won't be able to do anything to it through Office. Even if you can go to this site, do you have the permission to upload? The way to check that is to go to the Document Library you want to upload to and see, do I have the Add Document link? If you don't have permission to create a document in this library, you won't see that link.

Saving changes in SharePoint

Let's talk about a pretty basic skill here. You need to get a document from your machine and save it into SharePoint. That could be a Word document, an Excel spreadsheet; it really doesn't matter. The most important thing you need here is the address of the SharePoint site. If you've never been to that site before, you need to check to make sure that you can. If you can't open up a Web browser, paste in that address and go there, you certainly won't be able to do anything to it through Office. Even if you can go to this site, do you have the permission to upload? The way to check that is to go to the Document Library you want to upload to and see, do I have the Add Document link? If you don't have permission to create a document in this library, you won't see that link.

The next question is where do I want to drive this from? I can get this document into SharePoint either by telling SharePoint to do something, or by telling, in this case, the Office applications. I can save it from Excel, or I can upload it from SharePoint. So, let's take the SharePoint site first thing as I am in the site. Instead of clicking Add Document, which will create the default new document, I want to go to my Documents section on the Ribbon and click the option to Upload a Document. Now when you click that option, you'll also get the ability to Upload Multiple Files.

One of the nice things about the Upload Multiple Files window is it allows you to drag and drop from Windows Explorer onto your SharePoint site. Click OK and upload this. In our case, now we have an Excel spreadsheet that's up in SharePoint. If I select this document, several of the grayed out options become available to Edit the Document, to Check it Out, to View its Properties, to delete it. If your system administrator has installed Office Web Apps - the Web-based version of four of the Office applications - you may find that by selecting the link, or the name of the file will try and open up an Office Web Apps.

Sometimes that will work; sometimes it won't. In this case, this particular spreadsheet can't be opened because it has some data validation that's not supporting the browser. So, it's offering me: Can I try and open this in Excel? Yeah, sure, with the opportunity here to open in Read-Only mode or in Edit mode. This document is now in SharePoint, which does mean that I could get rid of the one on my Desktop if I wanted to. That's not going to affect anything. It's not a link from SharePoint to my Desktop. The document is now inside SharePoint's internal databases. If I want to drive it the other way around, so for example, if I am opening up this file and from Excel I want to save it into SharePoint, I am going to drive it from the Save & Send section of my Office 2010 product, which itself has saved to SharePoint.

I can either go from existing recent locations that it knows about, or I can Browse for a specific location. That really means I highlight that, click Save As, and I need to type the address of the SharePoint site. It's really treating the SharePoint site almost as a folder. One thing that you should know about is that if you work a lot with a particular Document Library, you can decide to save this as a shortcut into your Office programs. To do this, you go into the Document Library you want to save as a shortcut.

You go to it's Library Tools > Library section and in the option that says Connect to Office, you can say Add it to SharePoint site, add a shortcut to this library in Microsoft Office. That little pop-up here saying Library added. That might take a few minutes to appear, but you'll find as you start to open Office programs in the future, that when you go to your Save & Send section Save to SharePoint, that it will actually be added as a Location in your Office program.

So, while there are a variety of ways of getting your content into a SharePoint Document Library, It really doesn't matter all that much which one you pick.

Show transcript

This video is part of

Image for SharePoint 2010 Getting Started
SharePoint 2010 Getting Started

28 video lessons · 33173 viewers

Simon Allardice
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 2010 Getting Started.

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.