Join Mark Abdelnour for an in-depth discussion in this video Edit documents, part of SharePoint Online: Managing Documents.
- [Instructor] Welcome to this video on how to edit documents using the ever popular Microsoft Office applications Word, Excel, and Powerpoint. I'm in a document library called Marketing Materials. And it's full of documents of varying file formats. The reason why I'm going to show you an example for each of the Office applications, rather than just one, is that the editing process is slight different for each. Before I begin, I'll also mention that this example assumes that check-out is not enabled for the library.
So with that said, let's get started. First, let's begin with a Word document. To open and edit a Word document, we'll click right on the file name. So in this case, Feedbackform.docx. The document opens in a browser preview mode and does not allow me to make any edits. In order to do so, I must first click the Edit Document drop down. Here I decide if I wish to edit this document in Word, using its full functionality as it states here, or edit in Browser, which is really the Word online app, which is a scaled-back light version of Word.
In this example, I'll go ahead with the Word online app, which is Edit in browser. Here I can make changes, and they're autosaved as you can see at the top of the window in the black bar. Once I'm satisfied with my edits, I can simply close the browser window and return to my document library. Let's now take a look at Excel files. I'll scroll down in the library, and there's one here called Conferences List.
We'll go ahead and click on it to open it. Similar to Microsoft Word, the same edit functionality exists. From the preview mode we're now in, I cannot edit this spreadsheet. But if I go to the toolbar and select Edit Workbook, you'll see the same two options that we saw in Word. I'm going to go ahead and close this window and return to the library. Now let's take a look at editing Powerpoint presentations. Now things are slightly different here.
First I'll click on the presentation to open it. The one we're going to look at is this one here called Training Presentation Overview. When the presentation opens, I am now able to edit since it's defaulting to opening in the Powerpoint online app rather than a locked preview mode. Should I want to edit it in the fully functioning Powerpoint application, I can click the Open in Powerpoint option located in the toolbar. Now I'm going to return to the document library.
And let's take a look at one more way that we can quickly edit files in a document library. By simply hovering over a document and clicking on the three dots, which is also known as the ellipses, you'll see some options that are presented to us. The very top one says Open. And then when the fly-out appears, you can see that we have two options available to us. We can directly, from this fly-out, open the file, either in Word Online, or in the full function application Word.
- Accessing SharePoint Online
- Creating and working with documents
- Editing documents
- Sharing files
- Creating document views and document pins
- Searching and filtering
- Exporting to Excel