Monday, July 2, 2018

The confusion when a user just moved from Shared Folder to SharePoint

Traditionally, how a user write a document?
  1. Launch a MS Office Program, such as MS Word;
  2. Give the document a topic;
  3. Put content into it;
  4. Save.
The problem with SharePoint is the 4th step: "Save". "How can I save the document to SharePoint?" This is one of the most common questions.


One option is to map a SharePoint document library to local network mapped folder:

For SharePoint On-Premise:


For SharePoint Online:



Then users can save the document to that Shared Drive directly, just like what they did with "Shared Folder".

That works, but then we lost most of the benefit from SharePoint.

"SharePoint" means team work. So if a user wants to write a document, below are the steps.
  1. Ask themselves the question: Where should I store this document, so other users can find it easily?
  2. Who should have rights to view it, and who should be able to modify it?
  3. What kind of metadata should this document has? So users can get the basic information without opening it, such as "due date, document owner, project name, etc.".
  4. Go to the SharePoint document library in web browser (IE 11 is recommended at the moment), then click "new" button.
If we want to get thousands of documents to be organised well, please think about the document management (as a team) with each of the documents.

SharePoint cannot do that by itself.

PS: Thanks for the reminding from my colleague Andrew Warland, nowadays, users can save the document to SharePoint sites with the help from the latest MS Office. That saves a lot of trouble.

It's still better to think more for other team members at the very beginning.





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