SharePoint

Microsoft SharePoint is a browser-based collaboration and document management platform comprised of sites and sub-sites. It allows ANR users the ability to access, store, edit, and share common documents in a secure, password protected space making collaboration between individuals and groups more convenient and efficient.

NOTE: It is highly recommended that you use Internet Explorer to access SharePoint.

 

Instructions for Using SharePoint

 

Preparing Internet Explorer for Using SharePoint

Before you begin using SharePoint, it is recommended that you do the following:

  

Logging into SharePoint

  1. Go to your ANR SharePoint site using Internet Explorer.
    NOTE: It is recommended that you bookmark any specific SharePoint sites that you regularly use.
  2. Select This is a Private computer.
  3. Enter your ANR Username and Password.
  4. Select Log On.
    042116-sharepoint-login-screen
     
  5. If you used a bookmark, you should now be able to see your site's content. Otherwise, you should now see the ANR SharePoint home page.

 

Navigating SharePoint

Upon logging in, you will be able to interact with SharePoint in several ways. It is important to note that the navigation toolbars will change to match any sites and sub-sites you enter.

It is recommended that you bookmark any regularly used sites for easy access to your content.

The Global Navigation Toolbar

The Global Navigation Toolbar is located at the top of the screen and contains the list of sites or sub-sites available from within an area of SharePoint. From the main SharePoint landing page, you will need to select a site from this toolbar in order to access content.

You can access the home page of the current site using the first link in the Global Navigation Toolbar. You can access the home page of the previous site by selecting the second link in the Global Navigation Toolbar. Any additional links on the Global Navigation Toolbar refer to sub-sites within the current site.

NOTE: You may need to scroll horizontally to view all options on this toolbar including the search box.

042116-sharepoint-global-navigation-toolbar

The Site Navigation Toolbar

The Site Navigation Toolbar is located on the side of the screen and contains a list of the site's content, such as documents, as well as any groups of sub-sites that are available. You will need to navigate to your materials using this toolbar selecting the site, sub-site, etc. that applies to your area.

042116-sharepoint-site-navigation-toolbar

  

Managing Documents in SharePoint

There are two ways to manage your documents in SharePoint: by directly interacting with SharePoint in a web browser (Internet Explorer is recommended) or by using the "Open with Explorer" option.

Creating Folders

  1. Select the Document Library you wish to open.
    050216-sharepoint-document-library
     
  2. Select Files.
  3. Select New Folder.
    050216-sharepoint-new-folder-button
     
  4. Enter the Name of the folder.
  5. Select Save. The new folder is now available.
    050216-sharepoint-new-folder-name-save

Uploading Documents

  1. Select the Document Library you wish to open.
    050216-sharepoint-document-library

  2. Select New Document.
    Select New Document

  3. Select Browse to choose your file.
  4. Select Choose Folder to place the document within a specific SharePoint folder.
  5. Select Ok.
    Select New Document and Location

  6. Edit the Name and Title of the document (optional).
  7. Select Check In.
    Check In New Document

Deleting Documents and Folders

  1. Navigate to the Document or Folder you wish to delete.
  2. Select the Three Dots next to the title of the document or folder.
  3. Select the Three Dots next to Share to open the menu.
  4. Select Delete.
    050216-sharepoint-delete-document
     
  5. Select OK to delete the document or folder including all folder contents.
    050216-sharepoint-delete-document-confirm
     

Using Open with Explorer for Document Management

When using SharePoint with Internet Explorer and Windows, the Document Library allows you the option to "Open with Explorer." This feature opens the SharePoint Document Library you are using in a common file explorer window for easy, familiar document management including the drag-and-drop functionality. To use the Open with Explorer feature:

  1. Select the Document Library you wish to open.
    050216-sharepoint-document-library
     
  2. Select Library.
  3. Select Open with Explorer.
    050216-sharepoint-open-in-explorer
     
  4. A file explorer window will open on your computer which you can use to upload, open, edit, and delete documents and folders on your SharePoint site's Document Library.
    050216-sharepoint-file-explorer-window