Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By : Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By: Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.
Table of Contents (15 chapters)
13
Other Books You May Enjoy
14
Index

Uploading documents to a library

SharePoint lets you create new documents directly within a library through the New menu. It also lets you upload documents that have been authored offline.

In this recipe, we are going to learn how to upload an existing document to a document library and then associate metadata to it. Even though this recipe uses the Marketing Collateral library, which we previously created as an example, the steps here work for any SharePoint library.

Getting ready

You will need Contribute permissions or higher to the library where you would like to upload the document. You will usually have this permission if you are part of the Site owners or Site members groups for the site containing the library.

How to do it...

Here’s how to upload a document to your document library:

  1. Browse to the library where you’d like to upload the document.
  2. Click Upload and then choose the Files option to open the file selection dialog...