Saving documents in a SharePoint Library



There are three ways of saving a document or a file in a SharePoint library:



1. If you are going to start creating a new document (Word, Excel or PowerPoint) and has the intention of saving this in a SharePoint library:


     a. Go to the SharePoint Document Library where you wanted to save the file. Then click the New button:


     


 


     b.  After clicking the New button, a menu will be displayed beneath it. Choose the type of file you wanted to create. If you choose Word document, the online Word will open via a new tab on your browser. Then use that as how you would use the desktop version of Word.


   




     c. The online Word is set to auto-save so your file will automatically be saved in your SharePoint document library.



2. If you are editing an existing document (not created within the SharePoint library) and wanting to save it to the SharePoint document library:


     a. Open the file you wanted to edit (and wanted to save to the SharePoint library)


     b. After editing the file, click Fileon the MS Word Ribbon menu.


                 

 



     c. Click Save As 





d. After clicking Save As, you will be redirected to the Save As options. Click Sites – Competenz.





     e. A list of SharePoint sites will be displayed. Choose the SharePoint site where you needed the document to be saved. In this example, I will need to save the document within the Career Development Support SharePoint site




 


     f.  After clicking the chosen SharePoint site, it will now ask you to which folder are you going to save the document. If you have several folders within your SharePoint site, choose the one that you need. In our example, we only have one folder for now (Documents folder) so we will choose Documents.




 



Note: It is important to select a folder at this point to allow you to save the file, otherwise an error notification will be encountered.



     g. After selecting the folder, enter the name of the file and then click Save.




 

There will be instances that there are folders within the Documents folder. If you need to save the document in one of those sub-folders, just choose that folder and then enter the name of the document and then hit the Save button.





     h. When you access the SharePoint site – in our example, the Career Development Support SharePoint site. You will be able to see the document you saved earlier.




 


3. If you have an existing document (and you do not need to edit or update the file) that you need to save or upload on your SharePoint site:


     a. Open the SharePoint site where you need to save/upload the file.


     b. Locate the file that you need to be uploaded on SharePoint.


     c. Drag the file straight to the SharePoint site to upload the file.





     d. After dragging the file, you should be able to see the file to the SharePoint list.