SharePoint at Work: Create and Manage a Document Library

Learn the ins and outs of a Document Library in SharePoint.
Course info
Rating
(89)
Level
Beginner
Updated
Oct 28, 2015
Duration
1h 29m
Table of contents
Description
Course info
Rating
(89)
Level
Beginner
Updated
Oct 28, 2015
Duration
1h 29m
Description

So you’ve just been given a new Team Site in SharePoint. Now what? In this Course, we’ll start by creating a Document Library. You’ll learn how to set permissions on a library, enable document versioning, and how to enforce checking documents in and out.

About the author
About the author

Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.

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Section Introduction Transcripts
Section Introduction Transcripts

Creating the Finance Document Library
Hi, welcome to Pluralsight. My name's Bill and this module is Creating the Finance Document Library. All right, in our last module we created that Marketing library and this time we're going to go ahead and create one for the Finance Department. Now Finance is pretty easy going, they didn't have any versioning requirements, so creating their library is going to be a snap, but however, once the library has been created we get a last minute request from them to change the new document template. A very simple task when you're creating the library, but once the library is already in place it's a little bit more challenging, but that's okay, we're going to get through it just fine. Then the last thing we need to do is go ahead and add our permissions and our users. So, let's go ahead and let's get started.

Document Libraries and Permissions
Hi, welcome to Pluralsight. My name's Bill and this module is Document Libraries and Permissions. Now I know you may be thinking, hey wait a minute, haven't we done document libraries and permissions already? And you would be right, yes we have, we've done them before and we're going to do them again. We need to go ahead and take care of a few more things before we move on and see how all of this works. So we're going to create a couple more document libraries and we're going to go ahead and do some more things with permissions, because right now our permissions are all over the road. We're going to start by, like I said, creating more document libraries. We're going to create one for the Management Department and we're going to go ahead and create one for Sales. Then we're going to go ahead and finalize permissions. We've got to wrap this up, like I said before, all of our permissions are still all over the road, we need to make sure that everything is exactly the way we need it, otherwise the wrong people are going to be able to access the wrong types of information. So, why don't we go ahead and let's get started.

Working with Document Libraries
Hi, welcome to Pluralsight. My name's Bill and this module is Working With Document Libraries. Well we're almost there gang, we're almost done. We went ahead and we've already created all of our document libraries, we've assigned those permissions, we've got everything in place just the way we wanted to, versioning, checking documents in and out, everything's is ready to go, now we're going to see how it all works. We're going to start this module by taking a look at major versioning, remember we created two document libraries where we had turned on major versioning, and we're going to see how that works, see exactly what that does, how that looks, and what you can do with it. Next we're going to go ahead and look at checking documents in and out of a document library, see what that does, see how that affects our using the documents in the library. Then we'll take a look at major and minor versioning, a little bit different. Remember we set up that Marketing library that has that major and minor versioning on there and we'll go and see what that looks like, how we work with that. And the last thing we're going to explore is permissions in action. We're going to go ahead and see just exactly who has the ability to do what in which libraries. So a lot of great stuff here, we've finally, I've put everything together and we're going to see it in action, let's go ahead and let's get started.