1 Instructional Guide Class Goals: 1. Understanding & Navigating the SP Team Site Structure 2. Using SP to create & maintain a collaborative site for your team: Planning & Design, Lists, Libraries, Web Parts (Look & Feel), View All Site Content Menu & Site Actions Menu 3. Permissions and Versioning: decisions and implementation Technology Training Center page 1
2 Contents Information Storing and Collaborating on a Team Site...4 Anatomy of a SharePoint Team Site...5 Team Site Design - Identify the Plan and Purpose of the Team Site...6 Team Site Template...7 Ribbon Toolbar Overview...7 Ribbon Tab Descriptions and Options...8 Members & Permissions...9 Working in the Shared Documents Library Co-Authoring in a Document Library Columns & Views Calendar Features Edit Web Part Pages / Team Site Dashboard Helpful Hints Additional Training Resources Technology Training Center page 2
3 What is SharePoint? SharePoint is an information sharing and collaboration platform, which is accessed through a Web Browser. Inside Loyola, the Portal is a SharePoint product. Department and Team Sites are established to improve communication and support collaboration among colleagues. Only Loyola University Maryland Community members with AD accounts are able to become members of a SharePoint Team or Department Site. Technology Training Center page 3
4 Information Storing and Collaborating on a Team Site All Information (or data) on a team site is stored in Lists or Libraries. A list stores data like a spreadsheet that you view in rows & columns. A Library is a specialpurpose List that contains a file in one of the cells for a given item. This screenshot shows the Detail page for the Shared Documents Library on a team site. Lists are displayed using a feature called Views. Multiple Views can be set up for a given list to display the data in many different ways. More details about how to use & create views are provided later in the course. It is important to note that Views often display only some of the Columns & Items stored, so just because you do not see the data on the screen does not mean that it does not exist. Lists Microsoft provides several standard list types. The most common are: Announcements, Calendar, Discussion, Links and Tasks. Libraries Standard default libraries are the Shared Documents and the Picture libraries. These standard list types come with default columns and setting which can be customize by the Team Site Owner. Loyola has a template for Team Sites which has these lists and libraries included on newly created team sites with the most commonly used lists displayed on the front Dashboard Page. As team site owner, you can customize our Team Site by creating, editing or deleting the list structure and settings. Technology Training Center page 4
5 Anatomy of a SharePoint Team Site There are three types of Team Sites: Department, Organization and Other. The team site structure and functionality are the same for all three. Only membership management varies somewhat. Department Team Site for collaboration of members of an academic or administrative Department, e.g. Technology Services. Members added and deleted automatically through Ellucian (formerly Datatel) Colleague. Organization Team Site for collaboration of members of an official university organization, e.g. Accessibility Task Force and Board of Trustees. Members added and deleted automatically through Ellucian (formerly Datatel) Colleague. Other These are team site created for purposes other than official Loyola University groups or functions: student clubs, projects, committees where the membership is not managed and tracked in Colleague but by the Team Site Owner/Administrator. Only members who have been given permission to a team site can view it. You can see which team sites you can access by expanding the Team Site type titles in the My Team Sites block on the Portal landing page. Technology Training Center page 5
6 Demo Dashboard, Detail pages for lists & Shared Documents Library, Views Activity 1- Navigate the Tech Training Team Site as a Member 1. Navigate to the Tech Training for SharePoint Team Site: Or, from Inside Loyola, My Team Sites block, click on the team site Tech Training for SharePoint in Other. 2. Once in the Team Site, follow the directions given by the instructor. Team Site Design - Identify the Plan and Purpose of the Team Site What information will be stored on this site? Calendar, Announcements, Documents, etc. What type of documents Word, Excel, PDF,? What How Who Where When How will each be accessed? Will multiple users edit documents or will documents be posted only for sharing with readers? Should all members be able to add and/or delete list content? Will you need version control of documents and/or an approval process before documents are published? Who will access the site? Who will be the admin/owners? Who will need to edit items and which items? Who needs read-only access? Permission settings are very versatile and powerful but can become a huge burden to manage if not carefully implemented. We highly recommend creating user groups and providing access to users by including them in the appropriate groups. Where will the information be displayed? Which information do you need front and center on the dashboard page and which will be accessed through the Quick Launch Menu? When will the information be used? Is there an end date when most data will be irrelevant and only final products will need to be stored? Technology Training Center page 6
7 Team Site Template For this training class, you ll be assigned a new Team Sub-Site of Tech Training to build a practice site using standard SP Lists and Libraries, managing User Permissions. There is a LOT of detail in each menu & settings page so we will only cover the key options and save the others for an advanced class at a later date. Demo Differences between older and newer team sites Activity 2 Access your SharePoint Student Site 1. On the Quick Launch menu under Sites, select the SP Student Site with your name. This opens the site you will work in as a team site owner during this class. 2. In the lower right corner of the Announcements web part, click Add new Announcement. 3. Fill out the displayed form with a title, Welcome!, and a brief welcome message to this site. Click Save. 4. This message should now appear in the Announcements block on the Dashboard page. Select Announcements on the Quick Launch menu to view the Announcements Detail Page. 5. Use the breadcrumb to navigate back to the Dashboard Page. Ribbon Toolbar Overview The normal view of the team site dashboard page (home) or any Web Part Page is in Browse mode. No ribbon menu is displayed while you are in Browse mode. There are several Ribbon Tabs which display based on your selection on the Web Part Page or a List or Library detail page. The Ribbon Taskbar may not show until you click on a tab, so it will look like there is no ribbon until you select either an item, web part or Ribbon tab. Technology Training Center page 7
8 Ribbon Tab Descriptions and Options Tab Page Sub-Tabs Purpose Example Table Terms: Dashboard Page Team Site Homepage WPP Web Part Page Detail Page Page for a single List or Library Browse Dashboard/ WPP No functionality Browsing site only Detail Page Page Dashboard/ WPP Edit WPP, manage alerts Click Edit to make changes to Web Part Page Page Tools Dashboard/ WPP while in Insert Insert / edit Web Parts Insert a Web Part Edit mode & clicked in Web Part Zone Web Part Tools Dashboard/ WPP while in Options Edit Web Part properties Edit Web Part View Edit mode & with Web Part selected List Tools Dashboard with List Web List Edit properties of list Create a View Part selected structure List Detail Page Items Edit properties & content Edit the selected item of selected list item(s) Library Tools Dashboard with Library Web Part selected Library Edit properties of library structure Edit permissions for member access to this library List Detail Page Items Edit properties & content Check out the selected document of selected library items Calendar Tools Calendar Detail Page Calendar Change display day/week/month, Add this team site calendar to my Outlook calendar properties, connect to other calendars Events Add, edit selected Event Add an Alert Technology Training Center page 8
9 Members & Permissions A new team site is set up with a basic membership structure. Individual members are added to groups to simplify the management of user permissions for accessing the site. By default, three member groups are created for each site: Team Site Owners: Can edit the structure of the site by modifying site settings, create, edit and delete lists, settings, the Dashboard page, web parts and membership. Team Site Members: Can view, add, edit and delete items in Lists. They cannot edit the structure or settings of lists or the site. Team Site Visitors: Can only view the Dashboard Page and list items. Activity 3 Add Members to your Team Site Add a User to an Existing Group (use contributing member) 1. Choose a partner from the class participants. You will give each other access to your training team sites, and complete some of the activities together. 2. Make sure that you are in your SP Student Site because that is the training Site of which you have been given administrator access. Click the toolbar option, Site Actions Menu->Site Permissions. 3. Click Grant Permissions from the Permissions Tools- Edit tab Ribbon menu to open the form to enter the user information. 4. In the Select Users section, enter the usernames or full names of Loyola Users separated by semicolons in the User/Groups box. In this case, enter your partner s name. Use Check Names to get the user names correct. 5. In the Grant Permission section, select the <Team Site Name> Members [Contribute] group from the drop down menu. 6. In the Send section, keep the box checked and enter a personal welcome message to the new user(s) to have a notification sent to them. For general use, you can uncheck the box if you do not want the sent. Click OK. Technology Training Center page 9
10 More Membership Tasks Delete a User from a Group 1. To access the page to edit membership of a group, either click the toolbar option Site Actions Menu->Site Permissions, then the group name, or select Members from the Quick Launch menu, then the group name from the list on the left. 2. You should see a screen listing users in the selected group. Click the checkbox to the left of the users to be deleted then click Actions->Remove Users from the menu above the names. Click OK from the dialog box that pops up to confirm the action. Add a New Group 1. Click the toolbar option, Site Actions Menu->Site Permissions. 2. Click Create Group from the Permissions Tools-Edit ribbon menu tab to open the form to enter necessary information. 3. Click Create to save the group and its settings. Edit Permissions of a Group 1. Click the toolbar option, Site Actions Menu->Site Permissions. 2. Select the group you want to edit by clicking the checkbox next to its name. 3. Click Edit User Permissions from the Permissions Tools-Edit ribbon menu tab. 4. Choose the new permissions and click OK. Working in the Shared Documents Library Plan Ahead: You have choices to make with regard to Document Libraries. If all of your documents are related in some way, i.e. all part of the same project, you should store them all in a single Library. If you need to maintain a very large number of documents and have multiple unrelated categories of documents, you can create multiple Document Libraries to store them. Keep in mind that just because you have unrelated documents does not mean you should use multiple libraries. You can easily organize the documents in a single Library using Views and Folders. Another consideration in setting up your Library structure is whether you need to set unique permissions for a set of document. It s easier for maintenance of the site to place those documents in a folder and set the permissions for a specific group on the folder. Those permissions then apply to the documents inside the folder as well. Technology Training Center page 10
11 For the most part, Shared Document Libraries are structurally and functionally the same as before. For existing libraries, there is no change except for the addition of the Ribbon menu for performing tasks. A brief summary of the Ribbon Menu Library Tools, both the Document and Library tabs, is below. In order to edit the preferences on any given document, you must first select it by clicking the checkbox that appears at the left of the item as your cursor hovers over the document in the list. Single-click the document s name to open it for viewing or editing. View Format Group Switch between Standard and Datasheet View Datasheet Group Additional functions such as total # items Manage Views Group Displays the Current View Click the down arrow to show the dropdown to switch Views Create or edit a View, create columns (metadata for organizing documents in Views) Share & Track Group a link opens Outlook to send a message to a user Use Alert Me-Set Alerts on this Library to set alerts for yourself only or any other members RSS Add an RSS Feed for frequent updates Connect & Export Group Sync to SharePoint Workspace is a new feature that allows you to download Shared Library documents to your computer so you can edit offline. The documents sync when you are back online. Connect to Outlook is another way to edit documents while offline Export to Excel to save the list to an Excel document Open with Explorer allows you to view the library list in Windows Explorer Settings Library Settings opens the Settings screen to manage setting such as permissions, columns, views & policy, which has not changed from the previous version. Library Permissions Add, remove, change permissions for the library Create and manage workflows to enable automation in the library Customize Library Group contains advanced operations that are not available to Team Site Owners Technology Training Center page 11
12 Activity 4 Upload a Document Upload a Single Documents Introduction to SharePoint 1. Navigate to the Shared Documents Library detail page by clicking on Shared Documents from the Quick Launch menu. 2. In the lower right of the list area, click Add document button or use the Library Tools-Documents ribbon button, Upload Document. 3. A window pops up with a prompt to choose a document to upload. Click Browse to browse for the document that you intend to upload. 4. To navigate to your files on the G: or H:, click Computer in the left pane then select the applicable drive name & your username. Navigate the folders and files to choose a Word Document that you do not mind copying to the team site and sharing with another person. It can be deleted from the team site at the end of this class. You may instead use a training center document from Computer/Lanschool Files. 5. Select a document, click Open and then in the lower right of the Upload Document window, click OK. 6. If there are custom columns for Metadata, another window will display and you should fill out the form appropriately. The file will now be listed on the Shared Documents Detail Page. Upload Multiple Documents 7. From the Documents Library Detail Page s Library Tools-Documents ribbon, select the Upload Document down arrow to show the drop down menu. Click Upload Multiple Documents. 8. In the dialog box, follow the instructions to either drag & drop files from your Windows 7 File Explorer to the box displayed or browse for the files as you did for uploading a single document. Upload 3 additional documents. We will use these documents for other activities. Create a New Document 1. From the Shared Documents Detail Page, click the Library Tools-Documents ribbon button, New Document. 2. This open MS Word with a new blank document. Edit the document as you would normally. 3. To save the document to the Shared Documents library on the team site, click the File tab, then click Save to open a dialog box. Note the path to the team site library is filled in for you. 4. Type a filename in the box at the bottom of the window & click Save. Be patient, it can take a little longer than usual to save to the SharePoint Team Site. 5. Refresh the browser screen displaying the Shared Documents library to see this document added to the list. Technology Training Center page 12
13 Co-Authoring in a Document Library Shared Documents Libraries in existing Team Sites (created before June 2012) do not have the new Co- Authoring feature but typically have the Check-out Required feature enabled. Check-out Required was the default setting for libraries in the earlier version of SharePoint (2007) which required members to Checkout a document in order to edit it. In the new version, newly created libraries will have Check-out Required disabled which automatically enables Co-Authoring. With this setting, while members do not have to Check-out a document to edit it, they may still do so. All Team Sites created after this date will have Check-out optional set for the Shared Documents Library, so therefore, Co-Authoring is enabled. Team Site Owners can change the library settings to enable Co-Authoring for older libraries. Instructions for converting your library are below the explanation of how Co-Authoring works. Demo- check-in/check-out to compare to co-authoring Activity 5- Edit a Document with Co-Authoring 1. You and your partner (determined in Activity 3) will need to choose one of your training team sites to work in together for this activity. Both partners then should navigate to the chosen Shared Documents library Detail Page. 2. You should both open a document (it must be the same document). 3. Note the yellow read only banner at the top of the Word Window and click it to edit the document. 4. Edit the document simultaneously and practice by clicking save to sync and merge each of your edits to the document. 5. Close the document when you are finished. Technology Training Center page 13
14 Columns & Views One of the most powerful features of SharePoint is the ability to display lists in a variety of ways using Column data to sort, filter and group the items. You can create custom Views to save the criteria for repeated access by you and your site members. Demo Standard Columns & View in Shared Documents using Library Settings. Activity 6 Create a Custom Column and View Let s create a Column to track the type of information in the document so that we can use this information to sort, filter & group the documents. Create a Custom Column & Edit Existing Items 1. In the Shared Documents Detail Page, select the Library Tools- Library ribbon tab, then Create Column to open the Create Column form. 2. Name the Column Information Type. 3. Try selecting various types of information for the column in the next section and notice how the bottom of the form changes depending on the type selected. Select Choice for the type of information in this Column. Technology Training Center page 14
15 4. Skip the Description. Select Yes for Require that this column contains information. Because we will be sorting and filtering on this column, we want to be sure that contains a value for every item in the list. 5. Skip Enforce unique values to keep the default No. 6. Type the choices in the box titled :Type each choice on a separate line as instructed on the screen. Use these values: Training Materials, Planning Documents, Presentations, Other. 7. Make sure that a. Drop-Down Menu is selected for Display choices using b. Allow fill in choices is set to No c. The default value is Other d. And the Add to default view box is checked. 8. Click OK to save the new column. Verify it displays on the screen. 9. Now Upload a Document to see how the process has changed now that you have added a custom column. 10. Any documents that were uploaded or created before the column was created have no values in the column. 11. Select the checkbox for one document and click Library Tools-Document ribbon tab button, Edit Properties to fill in the missing values in the Properties form. 12. This can be time consuming if you have many items to edit, so another way to edit these properties is in Datasheet View. Select the Library Tools- Library ribbon tab, then Datasheet View. This displays the list in a spreadsheet format. Click in a cell to edit its contents. Choice-type columns have drop down menus. Edit the Information Types for the remaining items, making sure that only 3 items (documents) have the value Training Materials. 13. Select Standard View from the ribbon menu, and click OK in the dialog box to save your changes. Create a Custom View 14. To create a new View, select the Library Tools- Library ribbon tab, then Create View to open the Create View form. 15. Select Standard View. In the form, name the View Training and check the box to Make this the default view so that this View of the Shared Documents Library displays for all members, by default. Keep the Create a Public View radio button selected so this view is available to all members of the site. 16. Check the boxes to select these columns to display for this View: Type, Name (linked to document with edit), Modified, Checked Out To. 17. Sort by Column Name in Descending order. 18. Filter out all but Training Materials by selecting Show items only when the following is true and from the drop down menu, select Information Type. In the next box, choose is equal to, then in the next box type Training Materials. It must be an exact match to the spelling when you entered the option for the Information Type column. 19. Scroll down to the bottom to click OK to save this View. 20. Verify that the Column Titles are correct and that the list of documents has been filtered correctly. 21. In the Library Tools- Library ribbon tab, use the Current View dropdown to switch back to the All Documents View to view the full list in the library. Create another View that contains all documents but groups them by Information Type. Sort by date created, most recent first. Technology Training Center page 15
16 Calendar Features The most significant new features in the SharePoint 2010 Calendar are: To add a new event, click +add or double click the date on the calendar, or select New Event from the Ribbon tab Calendar Tools- Events. Edit an event by double clicking it, or selecting it (single click) and selecting Edit Event from the Ribbon tab Calendar Tools- Events. Connect to Outlook on the Calendar Tools-Calendar Tab allows you to add this SharePoint calendar to your Outlook Shared Calendars (under the heading Other Calendars). It s best to perform this operation on your own computer where you typically use Outlook, otherwise, it will take much longer to execute this step. Technology Training Center page 16
17 Activity 7- Managing Calendar Events Introduction to SharePoint 1. Navigate to the Calendar Detail Page by selecting Calendar in the Quick Launch Menu. 2. Add an event called Test 1 for today at 4pm by clicking on + Add on today s date on the calendar. 3. Add another event by selecting the Calendar Tools-Events tab button, New Event. 4. Name this one Test 2, occurring every Friday at 3pm for 5 weeks. 5. Using the Calendar Tools- Calendar tab, view the calendar by day, week and month. The Calendar Overlay feature gives the ability to combine several calendars into one master calendar (with color coding). You can include SharePoint calendars, as well as Microsoft Exchange calendars. Details about this feature are on the next page. To add a SharePoint calendar from another team site, you will need to enter the URL (copy it from the browser address bar) of the team site home where the calendar is stored. Team site members must have permission to read the added calendars in order to see the events overlayed. Clicking on the name of an overlayed calendar item name will navigate you away from the current team site calendar and to the edit screen for that item on its own team site. Check the breadcrumb to be sure you know which site you are working in. Technology Training Center page 17
18 Edit Web Part Pages / Team Site Dashboard Activity 8 Edit a Web Part Page Edit the Dashboard Page of the Team Site 1. To edit a web part page, select the Page tab from the Ribbon then click Edit on the far left as shown in the Ribbon Overview section of this document. This image displays the page in edit mode. 2. You can now edit the text on the page which is in a Content Editor Web Part called Team Site General Content in the web part box. Click in the content area of the Web Part box Team Site General Content and type a short welcome message. The Editing Tools Ribbon taskbar is a scaled down version of the Word 2010 Ribbon. You can insert links, images and tables as well. Note that the text format options have changed so some text created in 2007 version may now display differently in Technology Training Center page 18
19 3. To save these text edits, select Page ribbon tab button Stop Editing. 4. Move the Calendar Web Part to the right column by clicking the title in the green banner of the web part and drag and drop the block just below the Links web part. 5. Add a Web Part. To add a second web part of Shared Documents, either click Add a Web Part in the Content Area of the page or click Page Tools-Insert ribbon tab button Web Part. a. In Categories, select Lists and Libraries, then in Web Parts select Shared Documents. In About the Web Part, Add web part to Right. Click Add. 6. Edit the Shared Documents Web part View by selecting Web Part Tools-Options ribbon tab button Web Part Properties. a. In the Tool Pane on the right under Select View, choose the Training View that you created earlier. Click OK. 7. Click Stop Editing on the Page ribbon tab to save changes. 8. Note the differences between the two Shared Documents Web Parts. 9. Be sure to Log Out, in the upper right corner of the screen when you are finished. Upload and Insert an Image into a Content Editor Web Part 1. Enter edit mode of the Content Editor Web Part as in Activity From the Editing Tools-Insert ribbon menu tab select Picture, then from computer in the drop down menu. In the dialog box that appears, Browse for an image on your computer, G: or H: and select it. Next, for Upload to, select Team Pictures from the dropdown menu. 3. The image displays in another form. Be sure to scroll down and give the image a title. You may also rename the image at this point. When finished, click Save. 4. Note that while you can resize the image in the web part editor, it is best to resize the image before uploading it. Generally, a good size for web posts is about 350 pixels wide. Technology Training Center page 19
20 Helpful Hints Introduction to SharePoint When using Internet Explorer, be sure to have Microsoft Silverlight installed for the best user experience (Internet Explorer will prompt to install it if isn t already). Internet Explorer is still the preferred browser for SharePoint, however support for other browsers (such as Firefox, Chrome, Safari, etc) is MUCH better than it was in the 2007 version. The information shown in the Ribbon adjusts according to the width of your browser window: wider windows display icons and descriptive text; a narrower window may hide or display icons only for lesser used buttons. The default web part View for Announcements has changed in this version. Announcements with expiration dates displayed on the dashboard page will still list announcements after they have expired. You can edit the View in Web Part Properties so that expired announcements are not displayed. 1. On the Dashboard (home) Page Ribbon Page Tab, click Edit. 2. Select the Announcements Web part and then from the Web Part Tools Tab, click Web Part Properties. In the Web Part Tool Pane that appears on the right of the page, under Selected View, use the drop down menu to change the current setting ( <Current View> ) to <Summary View>. 3. Click OK at the bottom of the Pane to save the changes. Enable Co-Authoring in an existing Shared Documents Library. 1. From the Shared Documents Library Detail Page Ribbon, select the Library Tools-Library tab. You can also access this tab from the Dashboard page. On the far right of the ribbon, select Library Settings. This page is essentially unchanged from the previous version of SharePoint. 2. Under General Settings, select Versioning Settings. Under Document Version History, select Create Major Versions. Under Require Check-out, select No. Click OK. Additional Training Resources Lynda.com has excellent online video courses on SharePoint 2010 for the beginner through advanced user. You can watch an entire course or just select the video tutorials on one specific topic. Login to the Loyola Portal and click Online Learning with Lynda.com under Applications in the lower right column. The SharePoint 2010 Training Resources Page provides links to online training resources and will be updated as new resources become available. The Technology Training Center home page provides links to online resources and the training calendar so you can view the list of upcoming in-person classes, online documentation and register for classes. You can post a question or search for previously answered questions on Loyola Technology Answers 24 hours a day. Technology Training Center page 20
SharePoint 2010 Rollins College 2011 1 2 Contents Overview... 5 Accessing SharePoint... 6 Departmental Site - User Interface... 7 Permissions... 8 Site Actions: Site Administrator... 8 Site Actions: General
416 Agriculture Hall Michigan State University 517-355- 3776 http://support.anr.msu.edu firstname.lastname@example.org Title: SharePoint Advanced Training Document No. - 106 Revision Date - 10/2013 Revision No. -
SharePoint How To s / My Sites of 6 About SharePoint Server 007 My Sites Use your My Site to store files and collaborate with your co-workers online. My Sites have public and private pages. Use your public
SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your
ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...
10 IT Academy Lesson Plan Microsoft Sharepoint Turn potential into success Microsoft Office SharePoint 2010: Lesson Plans Introduction Preparing to teach courses on Microsoft SharePoint 2010 for the first
SharePoint 2007 Get started User Guide Team Sites Contents 1. Overview... 2 1.1 What is SharePoint?... 2 1.2 What is a SharePoint Team Site?... 2 1.3 SharePoint user permissions... 2 2. Team Site features...
Editor Manual for SharePoint Version 1 21 December 2005 ii Table of Contents PREFACE... 1 WORKFLOW... 2 USER ROLES... 3 MANAGING DOCUMENT... 4 UPLOADING DOCUMENTS... 4 NEW DOCUMENT... 6 EDIT IN DATASHEET...
UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...
Last Revised: 2/16/2010 Microsoft Office SharePoint 2007 User Guide Table of Contents OVERVIEW...3 Accessing SharePoint Site...4 Document Library...5 Viewing a File...5 Uploading File(s)...8 Check Document
Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users Table of Contents Getting Started - Introducing ACD5- AIA Contract Documents New Online Service System Requirements Transitioning
USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) This guide was created to allow agencies to set up the e-data Tech Support project s Microsoft Access template. The steps below have been
Microsoft SharePoint 2010 End User Quick Reference Card Microsoft SharePoint 2010 brings together the people, documents, information, and ideas of the University into a customizable workspace where everyone
User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form
State of Illinois Web Content Management (WCM) Guide For SharePoint 2010 Content Editors 11/6/2014 State of Illinois Bill Seagle Table of Contents Logging into your site... 2 General Site Structure and
Microsoft SharePoint SCCOE Website Maintenance The Basics Delma Davis, Technology Trainer Technology Services Training Agenda 1. Introduction to SharePoint 2. User Access, Permissions, Responsibilities
Virtual Communities Operations Manual The Chapter Virtual Communities (VC) have been developed to improve communication among chapter leaders and members, to facilitate networking and communication among
SharePoint How To s / Team Sites of 6 SharePoint Server 007 Team Sites are Web sites created from a template and designed for team collaboration. They are hosted on the corporate network. Team Sites are
Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,
Training Manual TABLE OF CONTENTS A. E-MAIL... 4 A.1 INBOX... 8 A.1.1 Create New Message... 8 A.1.1.1 Add Attachments to an E-mail Message... 11 A.1.1.2 Insert Picture into an E-mail Message... 12 A.1.1.3
CMS Training Prepared for the Nature Conservancy March 2012 Session Objectives... 3 Structure and General Functionality... 4 Section Objectives... 4 Six Advantages of using CMS... 4 Basic navigation...
DI SHAREPOINT PORTAL User Guide -1- TABLE OF CONTENTS PREFACE... 3 SECTION 1: DI PORTAL ACCESS... 4 REQUEST USER ACCESS... 4 To register... 4 SIGNING IN TO THE PORTAL... 8 To sign in to the DI Portal...
Table of Contents 1. Overview 2. How do I manage my account? 3. Equipment Scheduling Workflow Overview 4. Equipment Scheduling Walk Through a. How do I access the list of calendars available for scheduling?
2004 IAAP International Convention and Education Forum Session: When E-mail Loses Its Charm Date: Tuesday, August 3, 2004, 1:00-3:00 pm Leaders: Annette Marquis and Gini Courter Windows SharePoint Services
Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant
Jadu Content Management Systems Web Publishing Guide Table of Contents (click on chapter titles to navigate to a specific chapter) Jadu Guidelines, Glossary, Tips, URL to Log In & How to Log Out... 2 Landing
Alfresco Online Collaboration Tool USER MANUAL BECOMING FAMILIAR WITH THE USER INTERFACE... 4 MY DASHBOARD... 4 MY PROFILE... 6 VIEWING YOUR FULL PROFILE... 6 EDITING YOUR PROFILE... 7 CHANGING YOUR PASSWORD...
What s New in Version 10 Details for Web Essentials TABLE OF CONTENTS Overview... 3 Dashboard Module... 3 General Changes... 3 New Proposal... 3 Create Proposal in Word... 5 Create New Proposal in Excel...
BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
Microsoft Windows SharePoint SharePoint Basics Introduction What is Microsoft SharePoint? SharePoint is a tool to connect people and information. It provides a central site for sharing information with
Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence
User Guide emoney for Outlook Table of Contents INTRODUCTION... 2 SYSTEM REQUIREMENTS... 2 Required Installations... 2 INSTALLATION PROCESS... 2 FIRST TIME SETUP... 8 EMONEY CLIENT PANE... 17 Client Contact
NJCU WEBSITE TRAINING MANUAL Submit Support Requests to: http://web.njcu.edu/its/websupport/ (Login with your GothicNet Username and Password.) Table of Contents NJCU WEBSITE TRAINING: Content Contributors...
Index Index School Jotter Manual Logging in Getting the site looking how you want Managing your site, the menu and its pages Editing a page Managing Drafts Managing Media and Files User Accounts and Setting
Exchange Outlook 007 How To s / RSS Feeds of 7 RSS (Really Simple Syndication) is a method of publishing and distributing content on the Web. When you subscribe to an RSS feed also known as a news feed
SharePoint Online Quick Reference www.messageops.com What is SharePoint? Microsoft SharePoint is a collaboration tool utilized by enterprises and small-medium businesses as a means for productivity solutions.
Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with
Powered by Table of Contents Web Mail Guide... Error! Bookmark not defined. 1 Introduction to Web Mail... 4 1.1 Requirements... 4 1.2 Recommendations for using Web Mail... 4 1.3 Accessing your Web Mail...
Google Docs A Tutorial What is it? Google Docs is a free online program that allows users to create documents, spreadsheets and presentations online and share them with others for collaboration. This allows
Introduction to IBM Digital Analytics Michigan.gov Revised: October 17, 2013 Table of Contents Overview... 3 Accessing Digital Analytics... 3 System Requirements... 3 Main Page... 3 Top Navigation... 4
Sitecore CMS 6.5 Content Author's Reference and Cookbook Rev. 110621 Sitecore CMS 6.5 Content Author's Reference and Cookbook A Conceptual Overview and Practical Guide to Using Sitecore Table of Contents
Create a GAME PERFORMANCE Portfolio with Microsoft Word Planning A good place to start is on paper. Get a sheet of blank paper and just use a pencil to indicate where the content is going to be positioned
MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...
How to Build a SharePoint Website Beginners Guide to SharePoint Overview: 1. Introduction 2. Access your SharePoint Site 3. Edit Your Home Page 4. Working With Text 5. Inserting Pictures 6. Making Tables
Appspace 5.X Reference Guide (Digital Signage) Updated on February 9, 2015 1 TABLE OF CONTENTS 2 What is Appspace For Digital Signage... 4 3 Access Appspace... 4 4 Best Practices and Notes... 4 5 Appspace
Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN
CERT/Software Engineering Institute June 2016 http://www.sei.cmu.edu Table of Contents Welcome to STEPfwd! 3 Becoming a Registered User of STEPfwd 4 Learning the Home Page Layout 5 Understanding My View
Introduction TeamDirection IntelliGantt solutions allows you and the rest of your project team to collaborate on your projects together. How you would like work together is up to you. The project manager
Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived
Ingeniux 8 CMS Web Management System ICIT Technology Training and Advancement (email@example.com) Updated on 10/17/2014 Table of Contents About... 4 Who Can Use It... 4 Log into Ingeniux... 4 Using Ingeniux
STUDENT GUIDE SharePoint 401: Web Forms Course Plan Module 1: An Introduction to SharePoint web forms at CU Denver Learning Objectives Understand the function and customization of web forms at CU Denver
Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge
Revision 3 (1-31-2014) Google Drive Create, Share and Edit Documents Online With Google Drive, you can easily create, share, and edit documents online. Here are a few specific things you can do: Convert
Cascade Server CMS Quick Start Guide 1. How to log in 2. How to open page 3. How to edit a page 4. How to create a new page 5. How to publish a page 6. How to change settings to view publish status page
Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe
LOGIN AND VIEW CONTENT Work in Firefox DRUPAL WEB EDITING TRAINING the black logo in the upper right corner to log into Drupal The User Work Area will come up: General Information My Recent Edits the content
PRACTICE CS Project Management WalkThrough version 2009.x.x TL 21455 10/25/09 Copyright Information Text copyright 2004-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images
This guide explains how to access and use the OneDrive for Business cloud based storage system and Microsoft Office Online suite of products via a web browser. What is OneDrive for Business at University
Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login
Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING
Outlook Web App McKinney ISD 5/27/2011 Outlook Web App Tutorial Outlook Web Access allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet
UCL INFORMATION SERVICES DIVISION INFORMATION SYSTEMS Silva Introduction to Silva Document No. IS-130 Contents What is Silva?... 1 Requesting a website / Web page(s) in Silva 1 Building the site and making
D2L: An introduction to CONTENT University of Wisconsin-Parkside FOR FACULTY: What is CONTENT? The Content and Course Builder tools both allow you to organize materials in D2L. Content lets you and your
Personal Portfolios on Blackboard This handout has four parts: 1. Creating Personal Portfolios p. 2-11 2. Creating Personal Artifacts p. 12-17 3. Sharing Personal Portfolios p. 18-22 4. Downloading Personal
Outlook Web App Table of Contents QUICK REFERENCE... 2 OUTLOOK WEB APP URL... 2 Imagine! Help Desk...... 2 OUTLOOK WEB APP MAIN WINDOW... 2 KEY NEW FEATURES... 3 GETTING STARTED WITH OUTLOOK... 4 LOGGING
Organizational and Talent Development Quick Reference Guide General End Users All SJCD Employees (Level One) Fall 2013 San Jacinto College District General End-User Training for All SJCD Employees Page
User s Guide Kentico CMS 7.0 1 www.kentico.com Table of Contents Introduction... 4 Kentico CMS overview... 4 Signing in... 4 User interface overview... 6 Managing my profile... 8 Changing my e-mail and
Microsoft PowerPoint 2011 Starting PowerPoint... 2 Creating Slides in Your Presentation... 3 Beginning with the Title Slide... 3 Inserting a New Slide... 3 Adding an Image to a Slide... 4 Downloading Images
Page 1 of 22 DESIGN A WEB SITE USING PUBLISHER Before you begin, plan your Web site Before you create your Web site, ask yourself these questions: What do I want the site to do? Whom do I want to visit
NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts
Information Technology Services Kennesaw State University Microsoft FrontPage 2003 Information Technology Services Microsoft FrontPage Table of Contents Information Technology Services...1 Kennesaw State
PLANNING FOR A SECURE RETIREMENT ADMINISTRATIVE VIEW User Guide: D2.6.39 Agriculture Information Technology Released: August, 2005 Revised: January, 2006 Version: 1.0 PLANNING FOR A SECURE RETIREMENT ADMINISTRATIVE
Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide March 2013 Education Solutions Development, Inc. What s Inside The information in this reference
RPPM WEBSITE USER GUIDE NOTE: For an optimal user experience, we recommend that you use the Internet Explorer browser to access the full collaborative features of the RPPM website. Topics Covered: Manage
OneDrive for Business User Guide Contents About OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive for
An Introduction to Box.com Box is an online file sharing and cloud content management service and it provides features such as: Security controls Space Mobility Online collaboration Mobile access Version
Blackboard 1: Course Sites This handout outlines the material covered in the first of four workshops on teaching with Blackboard. It will help you begin building your Blackboard course site. You will learn
Accessing course reports and analysis views What Do You Think? for Instructors Introduction As an instructor, you can use the What Do You Think? Course Evaluation System to see student course evaluation
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create