SharePoint 2010 cheat sheet

How to find your way around SharePoint 2010 and make the most of its features.

By Jonathan Hassell, Computerworld |  Unified Communications, Collaboration Software, insider

Here, you can select the single document you would like to upload, or you can click the Upload Multiple Files link; this will open a new dialog box with a hotspot where you can drag and drop multiple files from a regular Windows Explorer window to upload. You can also just browse normally for files one at a time and add them to this group. You can click OK and then the group of files will upload directly to the library.

Importing one or more documents to your library.Click to view larger image.

If you have enabled versioning, you can add version comments here as well, for a reader-friendly description of what has changed in this new version of the file you are uploading. Click OK to finish out, and you'll see the newly uploaded file in the list with the green "new" symbol just beside it.

Getting a context-sensitive help menu while uploading documents.Click to view larger image.

If you click the drop down arrow beside the file, you get a context-sensitive menu full of commonly used options. These include:

View Properties. Selecting this option opens the document properties page, where you can adjust the name and title of the document. You can also get a smaller ribbon of options on this page, allowing you to view the version history of the document, delete it or check the document out of the library (to prevent other people from editing it at the same time). You can also set an alert to notify you when actions are performed on the item, and manage alternate copies of this document. In case other copies are located in other places on the SharePoint site, you can be notified when updates are made on every copy. Here, you can also see who created the document and when, who the last editor of the document was and when that last edit occurred.

Viewing document properties.Click to view larger image.

Edit Properties. This option brings up the same page as View Properties, but actions are enabled on this page by default so you can actually edit all of the settings instead of just seeing what they are.

Edit in Microsoft Word/Excel. This opens the document in either application, depending on what type of file you are acting upon. It's handy to open the files directly from SharePoint instead of trying to navigate to the SharePoint site from within the File/Open dialog boxes in the individual Office applications.


Originally published on Computerworld |  Click here to read the original story.
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