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Contents

Document library .......................................................................................................................................... 2


Creating a document library ..................................................................................................................... 2
Deactivating New Folder command.......................................................................................................... 3
Uploading a document in the library: ....................................................................................................... 4
Check In and Check out a document for editing: ...................................................................................... 5
Picture library................................................................................................................................................ 6
How to create picture library: ................................................................................................................... 6
Asset library: ................................................................................................................................................. 8
Creating an asset library: .......................................................................................................................... 8
View: ............................................................................................................................................................. 9
How to create a view: ............................................................................................................................... 9
Web Parts:................................................................................................................................................... 11
Adding a web part as an image viewer: .................................................................................................. 11
Content Editor:........................................................................................................................................ 12
Versioning ................................................................................................................................................... 12
View a version history of a document: ................................................................................................... 13
Alert: ........................................................................................................................................................... 14
Setting an alert:....................................................................................................................................... 14
Workflows: .................................................................................................................................................. 15
Adding a Workflow: ................................................................................................................................ 15
Document library
Definition: document library provides a secure place to store files where you and your co-workers can
find them easily, work on them together, and access them from any device at any time.

Creating a document library:

Step 1: select site action

Step 2: select more options

Step3: under libraries select Document library

Step 4: add name: document type

Step 5: Display this document library on the Quick Launch? Select no.

Step 6: select document template from the dropdown select Microsoft word document/ Excel
Step7: create.

Deactivating New Folder command


Step 1: Navigate to one of the departments.

Step 2: On your library tab, on the top of the site select Library settings.

Step 3: Select Advanced Settings.


Step 4: Select Yes for Allow management of content types.

Step 5: Select No for Make New Folder command available.

Step 6: Click Ok.

Uploading a document in the library:


Step 1: In your department, under Library Tools select Documents.

Step 2: Select Upload Document.

Step 3: To upload the document select Choose File, browse the document you want to upload then
select Open.

4: Select Ok.

Step 5: Select Save.


Check In and Check out a document for editing:
Step 1: Navigate to your department “Document Library”.

Step 2: Select the Drop down menu on the document needed to be edited.

Step3: Select Check Out.

Step 4: You can start editing the document when the document is checked out. Once the editing is done,
from the drop-down menu select Check In.

Step 5: Select OK.


Picture library
Definition: Document library provides a secure place to store files where you and your co-workers can
find them easily, work on them together, and access them from any device at any time.

How to create picture library:


Step 1: First, click on site action and a drop menu will open. Once you clicked you will see that there is
more than one option and you should choose the third option which is more option.

Step 2: You will move directly to a new page that contains 5 different columns. You should click on
picture library button under Libraries column.
Step 3: you are now able to choose a name for the library picture which you can write it in the (Name
checkbox). After that, you can choose yes if you want to display the picture library on the Quick Launch,
and choose No if you do not want it to appear in the quick launch. Once you are finished press Create.

Note: In the end, your picture library will be created and you can add as much of the images you want
by clicking Upload.
Asset library:
Definition: An asset library is a special instance of a document library that is specially designed to store
digital assets such as images, audio files, and videos.

Creating an asset library:


Step 1: select site action

Step 2: select more options

Step3: under libraries select Asset library

Step 4: add name.

Step 5: Display this document library on the Quick Launch? Select no.

Step 6: create.
View:
Definition: Is a property where you can create different ways to view the information in different
formats.

How to create a view:


Step 1: First, navigate to the library tap which is located under the library tools.

Step 2: Click on create view then you will get several options and the required option to choose is
standard view.

Step 3: Another page will open and you will see that on the top there are a checkbox. In that checkbox,
you should write a name of your (view). Then click on modified box to remove the check.
Step 4: You should choose one of the blue options which are located on the left. The required option is
Group By and once you clicked on that option you should select your file that you wish to group.

Step 5: once you are complete with adjusting criteria and filling everything is important you are allowed
to click on Ok button at the bottom of the page.

Note: After finishing with all of these steps your view of your information will be created. Also, you will
be having the ability to modify or adjust it to your wish.
Web Parts:
Definition: Web parts are server-side controls that keep running inside a web part page: they are the
building blocks of pages that show up on a SharePoint webpage.

Adding a web part as an image viewer:


Image viewer definition: Image viewer enables users to transfer a picture onto the site specifically from
the picture library or asset library. Be that as it may, if the picture is not in the picture library or asset
library, the image viewer web part cannot be utilized.

Step1: navigate to a picture library

Step2: select the picture you want upload

Step3: right click on the uploaded picture

Step4: select copy link address

Step5: select add a web part

Step6: under categories choose media and content

Step7: under the web part choose image viewer

Step8: click add

Step9: on the web part click on the dropdown arrow

Step10: click on edit web part

Step11: a content editor will show on the right side of the page

Step 12: click OK.


Content Editor:
Definition: You can utilize the Content Editor Web Part to include organized content, formatted texts,
tables, hyperlinks, and pictures the Web Part Page.

Versioning:
Definition: Property where enable to store, track and restore items in a list or as a file in the document
library as they are changed.

Step1: navigate to the library setting that you want to enable versioning on it.

Step2: navigate to the library tab then click on library setting.

Step3: under general setting click on versioning setting.

Step4: Another page will open press yes for require content approval for submitted item. Also, press yes
for require document to be checked out before they can be edited.

Step5: once you finished you are able to click on OK.


View a version history of a document:
Step 1: Navigate to the document library

Step 2: select any of the documents in your document library that we want to view it is version history.
After that, when you have choose a specific document click on the drop down arrow of this document.

Step 3: Drop down menu will be shown click on version history.

Step 4: Another page will appear with “version history” of the selected document.
Alert:
Definition: Property that are specially designed to make you updated when your SharePoint documents
or an items have been changed through notifications that sent via email.

Setting an alert:
Step 1: Navigate to your document library that you wish to set an alert for.

Step 2: Click on Library which is located under the library tools. On the right side of the library tools

Step 3: Click on Alert me which is located on the top of this page. Then, drop-down menu will show and
from it click on set alert on this library.

Step 4: Another page will be open that allow you to select the method that you want to be notified.
Once you have choose click on Ok.
Workflows:
Definition: Workflows is a feature that assists the business process by making it more efficient to
administer. Additionally, track given tasks and offers a record of completion once it is done.

Adding a Workflow:
Step 1: Navigate to the document library then click on library from the library tools.

Step 2: Click on Workflow Settings.

Step 3: Another page will open click on Add a workflow

Step 4: You are required now to choose the type of workflow which is Approval – SharePoint 2010.
Also, you need to select a unique name for the workflow.

Step 5: Select yes for (Start this workflow when a new item is created) and then click on Next.
Step 6: In this page you are required to enter name or user ID of people in the company in the first box
“Assign To” to approve or reject.

Step 7: In Duration per task option you need to add duration. For instance, 2 days.

Step 8: once you have finished with all of these steps you are able to click on Save.

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