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Frequently Asked Question
where do I create my documents folder?
Nowhere! That is, if SharePoint has been configured correctly for you. Because if that is the case, you would probably work with labels and tags. Ever heard of metadata, tagging, document properties, taxonomy? It comes down to the same thing, and it is fairly simple (once the penny has dropped).
everything digital, right? What is the best way to replace my note pad?
OneNote, I am a fan! I have created more than 10 notebooks, for about everything. They are grouped together in a nice structured way, and I have them with me all the time. On my laptop, tablet or phone. Most of them are shared with colleagues, which saves a lot of note-taking and transfer time!
what if somebody ‘messes up’ MY document?
Don’t panic, version management within SharePoint is superb. Has someone else last changed your document? And, basically, you don’t agree? Consult version management and you can see exactly what has been changed. And you can put your own version on top of the version list again.
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when I want to save directly from Office (Word, PPT,…) I don’t see SharePoint!
Oh oh, that’s true, but there is a very simple way to resolve this problem. Once, you have to set up in SharePoint which libraries you like to use. Navigate to the library you need (in the browser) and click the tab ‘library’ on top of the page. A ribbon with many options will appear, choose ‘Connect to Office’ and click!
Try again now…?
but now everyone can see my document, while it is not ready yet?
That’s right, personally I like that. Colleagues can correct me any moment (and may perhaps correct spelling errors!). But of course I understand that it can be quite a barrier, showing your concept version, while you are not very sure about it yourself yet. This makes work agreements especially important. For instance, use an agreement about version management: ‘If the document has a secondary version (0.1, 0.2. 2.1): do not use or send it; primary versions (1.0, 2.0) are ready!’
why do I have to complete all these fields to save something?
You do not complete the fields to save, but to find (see question 1). You complete the fields to be able to hold fair-trade, chocolate, spreads against this SharePoint environment. With filtering, grouping and sorting (the holy trinity in training sessions) you can find back all your information (and information of others).