Microsoft 365: SharePoint Beginner (2023): Document Library

Name: Microsoft 365: SharePoint Beginner (2023): Document Library
Author: Andrew Rossman

Learn how to create SharePoint libraries and manage the files within them

Preview the first lesson free — get full access to all 6 lessons.

Course: On-Demand

In these lessons, you will learn how to create a document library, how to upload, modify, delete, and move files, and share your library and files. In this lesson, I will introduce you to SharePoint document libraries. We'll cover what a document library is, how to create one, and where you can find it after you've created it. We are now looking at a document library in SharePoint, and you can see that this is perfect for storing files of any type with the ability to track key information, like ownership, last updated, you can add categories, and many other custom columns that you can add. You can also organize your content in folders as well. Now we're going to talk about how to create a document library, and there's actually two different ways. So the first one is by going to the homepage of your site, which you can get to by clicking on the home link here in the navigation, or in the icon in the upper left corner of your site. Once you're on the homepage, and if you have the right permissions to create, you will see a new button here with some options of things you can create. And one of those is a document library. So you can click document library, and it will ask for a name. From here, you can give your library a description if you'd like, and you can opt to show it in the site navigation. I'm going to choose to unselect this box and create my library. Now when you create your library, you will notice that the first column is the name field, that's your file name. And then there's a couple of columns that come with every SharePoint library, which identify when the file was last modified and who was the last person to modify it. But if you'd like to add new columns to be able to categorize or put other information related to your files, you can use that add column link. And there's columns such as text fields, choice fields, date fields, additional text fields, and person or group fields which actually tie them to an account at your company. There's a few other things here as well, and the more columns you add, the easier it is to find the content. From here, we can start adding content to our library. Oftentimes, people already have their files created, and if so, we can click on the upload button, go down to the files, find the files that we would like to upload, click open, and it will add the file that we selected here. And of course, if we had any columns created, we could go in and modify the values of those columns as well. Now many times, people lose their libraries after creating them. They're not quite sure where to find them, especially if they opted to not show them in the navigation. I'm going to go back to the home page to show you how you can find your library after you've created it. In the upper left corner of your site, you should notice a site settings gear. If you click that, one of the options that will be available is site contents. Site contents is where everything in your site lives. The site contents page shows you all of the libraries that you have created or that came with your site, and all of the lists below that came with your site or that you've created. In this case, the test library shows here, and now I can go in and modify the files or add new files to that library. Additionally, once you're on the site contents page, there's a new button here as well. You'll see some slightly different options, fewer options than what you saw on the home page, but you can also create a document library from the site contents as well. Now stay tuned for the next lesson where I will show you how to create, upload, multiple files, and edit files that are in your library. Thanks for watching!

Beginner Provider : Andrew Rossman 6 Lessons · 34m in English

Course Description

In this course, you will learn what a SharePoint document library is and how to create one. You’ll also learn how to manage files in your library, including how to upload and create files as well as how to modify and delete them. You’ll discover how you can modify the properties of files to make it easier to find them. Finally, you’ll see how to share your library and files with others.

The focus of this course is to provide a good understanding of how to effectively manage files in a SharePoint document library. Document storage is what SharePoint is best known for, and understanding how to manage files and libraries can make it easier for you collaborate on files with others and locate the specific files you need when you need them. Collaborating on files quickly and securely is very important for any company and this course will help grow your confidence in SharePoint as a document storage solution.

What You'll Learn

Create a SharePoint document library and understand how its structure works
Upload, create, and edit documents within your library
Move and copy files between locations in the library
Modify file properties and create columns to make files easier to find
Manage library content, settings, and permissions
Share your library and individual files with others

Key Takeaways

A SharePoint document library is where files are stored, and you can create one and manage its content within SharePoint.
Managing files includes uploading, creating, modifying, and deleting them, as well as moving and copying files.
Modifying the properties of files makes it easier to locate the specific files you need when you need them.
Document storage is what SharePoint is best known for, and the course aims to build confidence in SharePoint as a document storage solution.
The course covers sharing your library and files with others to support quick and secure collaboration.

Frequently Asked Questions

What will I learn in this course?

You will learn what a SharePoint document library is and how to create one, how to manage files including uploading, creating, modifying, and deleting them, how to modify file properties to find files more easily, and how to share your library and files with others.

What is the focus of this course?

The focus is to provide a good understanding of how to effectively manage files in a SharePoint document library.

What topics do the lessons cover?

The lessons cover creating a document library; creating, uploading, and editing documents; moving and copying files; creating columns and editing document properties; library settings and permissions; and library options.

What skills does this course help develop?

The course covers data sharing, file management, and SharePoint development, and aims to grow your confidence in using SharePoint as a document storage solution for collaborating on files with others.