Made with DASH A.i.SharePoint gives you a central place to upload, open, share, and manage documents and team sites — all accessible through a browser or desktop app. The table below is your quick-reference guide to the most common tasks.
Microsoft Edge is recommended for SharePoint — it's the only browser that lets you upload entire folders (not just individual files) directly to a document library.
📁 Upload files to your document library
You can drag files from your computer straight into the library, or click Upload on the command bar. In Microsoft Edge, you can upload whole folders in one go.
Uploading via drag-and-drop is the fastest method for bulk files. Make sure you're in the correct library folder before dropping files to avoid mis-filing.
📄 Open a document
Click any document to open it in Microsoft 365 for the web (browser). If you prefer the full desktop app, click Edit Document → Edit in [application name] to open it locally.
🔗 Share documents
Select the file, click the ellipsis (…) to open its context menu, then click Share. You can share with specific people or generate a link.
Before sharing externally, confirm the document does not contain sensitive client or financial data. When in doubt, check with your manager before granting access.
🌐 Share sites
If you have site owner permissions, navigate to SharePoint or Sites, choose the site you want to share, and click Share. Only site owners can share entire sites — coordinate with your IT admin if you need ownership elevated.
📋 Add a list or library to your team site
- Microsoft 365 (online): Click + New from within a site → choose List or Library
- SharePoint Server: Click Settings → Add an app to add a list or library
Libraries are best for document storage; Lists work well for tracking tasks, contacts, or structured data (like checklists or issue logs).
🕓 Keep previous versions of a document
SharePoint automatically tracks version history when versioning is enabled.
- Microsoft 365: Right-click the file in the library → Version History
- SharePoint Server: Click … next to the file → … again in the dialog, or select the file and click Version History on the Files tab
Version history is your safety net. If a document is accidentally overwritten or corrupted, you can restore a previous version without contacting IT.
🔍 Search for something
Type a keyword into the Search box at the top of the page and click the Search icon. Search works across the current site or across all of SharePoint depending on where you initiate it.
Search in SharePoint indexes file names, metadata, and content inside documents — so searching for a client name or project number can surface relevant files even if you don't remember the exact file name.