1. Add or delete files in a library

Note: The maximum single file upload size to Document Library is 250MB.

1.1. Create a new file in a library

  1. Navigate to the site containing the library for which you want to create a file.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01
    sharepoint_doc_02

  4. In the ribbon, click the Files tab, and then in the New group, click New Document.
  5. sharepoint_doc_03

    If additional templates are associated with your library, other choices appear, such as New Worksheet or New Contract.

    Usually, a security message displays, and after you click OK, a file is created based on the template associated with the command.

  6. Add the information that you want to your file.
  7. Save the file as you normally do by clicking the Save button or command in the application, and then naming your file.

    If you are saving a file to a library that requires files to be checked out, the file is initially checked out to you. You must check in the file before other people can edit it.

    Depending on how your library is set up, you may be prompted for additional information about the file when you save it. For example, you may be asked to choose the content type of the file or enter more details about the file.
  8. The file is added to the library and should appear in the list of files. If you do not see your files in the library right away, refresh the browser.

1.2 Upload a single file to a library

Note: If you want to upload a file that has the same file name as an existing file in the library, and you don’t want to replace or add a new version of the existing file, you must rename one of the duplicate files.
  1. Navigate to the site containing the library for which you want to upload a file.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01
    sharepoint_doc_02
  4. In the Ribbon, click the Files tab, and then in the New group, click Upload Document.
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  6. In the Upload Document dialog box, click Browse to find the file that you want to add, select the file, and then click Open.
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  8. If you are uploading a revised version of an existing file, do one of the following:

    Library not configured to track file versions You can replace the existing file with the revised file. In the Upload Document section, select the Overwrite existing files check box.

    sharepoint_doc_06

    Library configured to track file versions You can replace the existing file with the new version as part of the document history. In the Upload Document section, select the Add as a new version to existing files check box.
  9. sharepoint_doc_07
  10. Click OK.

    If a form appears that requests more information about the file, enter the information into the boxes, such as the title. A red asterisk appears next to the name of each box that requires information. Different boxes may appear, depending on how your library is set up and whether your library requires custom properties.

    If you are uploading a file to a library that requires certain file properties to be filled out, and those properties are missing, the file remains checked out to you. When you fill out the required properties, you can check in the file.

    If you are uploading a file to a library that requires files to be checked out, the file is initially checked out to you. You must check in the file before other people can edit it.
  11. The file is added to the library and should appear in the list of files. If you do not see your files in the library right away, refresh the browser.

1.3 Upload multiple files to a library

  1. Navigate to the site containing the library for which you want to upload files.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01
    sharepoint_doc_02
  4. From a Windows Explorer window opened to the folder containing the files you want to upload, drag and drop the selected files to the library as shown below.

    sharepoint_doc_08

    If you are uploading files to a library that requires certain file properties to be filled out, and those properties are missing, the files remain checked out to you. When you fill out the required properties, you can check in the files.

    If you are uploading files to a library that requires files to be checked out, the files are initially checked out to you. You need to check the files in before other people can edit them.
  5. The files are added to the library and should appear in the list of files. If you do not see your files in the library right away, refresh the browser.

1.4 Delete one or more files in a library

Note: Be careful when you delete files. Deleting files may be permanent and you may not be able to recover them. Consider moving or archiving the files instead. Depending on how your site was configured, you may be able to recover the files and its contents from the Recycle Bin.

  1. Navigate to the site containing the library for which you want to delete files.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01

    sharepoint_doc_02
  4. Make sure the files are not checked out by refreshing the browser and noting the icon before the name column. If one or more files are checked out, those files must be checked back in by the person who checked them out.
  5. For each file on the page that you want to delete, hover over the item, and then click to check the item.
  6. In the Ribbon, click Files tab, and then in the Manage group, click Delete Document.
  7. sharepoint_doc_09

    Tip: Consider using Datasheet view to delete multiple items, especially when the items may not display on one page in Standard view.

2. Types of files that cannot be added to a list or library

There are certain types of files that you cannot upload or download in a SharePoint list or a library.

The file extensions blocked are shown in the following table.

File extension

File type

.ade

Microsoft Access project extension

.adp

Microsoft Access project

.app

Application file

.asa

ASP declarations file

.ashx

ASP.NET Web handler file. Web handlers are software modules that handle raw HTTP requests received by ASP.NET.

.asmx

ASP.NET Web Services source file

.asp

Active Server Pages

.bas

Microsoft Visual Basic class module

.bat

Batch file

.cdx

Compound index

.cer

Certificate file

.chm

Compiled HTML Help file

.class

Java class file

.cmd

Microsoft Windows NT command script

.com

Microsoft MS-DOS program

.config

Configuration file

.cpl

Control Panel extension

.crt

Security certificate

.csh

Script file

.dll

Windows dynamic-link library

.exe

Program

.fxp

Microsoft Visual FoxPro compiled program

.hlp

Help file

.hta

HTML program

.htr

Script file

.htw

HTML document

.ida

Internet Information Services file

.idc

Internet database connector file

.idq

Internet data query file

.ins

Internet Naming Service

.isp

Internet Communication settings

.its

Internet Document Set file

.jse

JScript Encoded script file

.ksh

Korn Shell script file

.lnk

Shortcut

.mad

Shortcut

.maf

Shortcut

.mag

Shortcut

.mam

Shortcut

.maq

Shortcut

.mar

Shortcut

.mas

Microsoft Access stored procedure

.mat

Shortcut

.mau

Shortcut

.mav

Shortcut

.maw

Shortcut

.mda

Microsoft Access add-in program

.mdb

Microsoft Access program

.mde

Microsoft Access MDE database

.mdt

Microsoft Access data file

.mdw

Microsoft Access workgroup

.mdz

Microsoft Access wizard program

.msc

Microsoft Common Console document

.msh

Microsoft Agent script helper

.msh1

Microsoft Agent script helper

.msh1xml

Microsoft Agent script helper

.msh2

Microsoft Agent script helper

.msh2xml

Microsoft Agent script helper

.mshxml

Microsoft Agent script helper

.msi

Microsoft Windows Installer package

.msp

Windows Installer patch package file

.mst

Visual Test source files

.ops

Microsoft Office profile settings file

.pcd

Photo CD image or Microsoft Visual Test compiled script

.pif

Shortcut to MS-DOS program

.prf

System file

.prg

Program source file

.printer

Printer file

.pst

Microsoft Outlook personal folder file

.reg

Registration entries

.rem

ACT! database maintenance file

.scf

Windows Explorer command file

.scr

Screen saver

.sct

Script file

.shb

Windows shortcut

.shs

Shell Scrap object

.shtm

HTML file that contains server-side directives

.shtml

HTML file that contains server-side directives

.soap

Simple Object Access Protocol file

.stm

HTML file that contains server-side directives

.url

Uniform Resource Locator (Internet shortcut)

.vb

Microsoft Visual Basic Scripting Edition (VBScript) file

.vbe

VBScript Encoded Script file

.vbs

VBScript file

.ws

Windows Script file

.wsc

Windows Script Component

.wsf

Windows Script file

.wsh

Windows Script Host settings

For details, please refer to: the link here.

3. Open, edit, or download a file in a library

3.1 Open a file read-only

Navigate to the site containing the library for which you want to open a file.
  1. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  2. sharepoint_doc_01

    sharepoint_doc_02
  3. Click the name of the item in the Name column to open the document in browser.
  4. sharepoint_doc_10

3.2 Open a file to edit it

  1. Navigate to the site containing the library for which you want to open a file.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01

    sharepoint_doc_02
  4. Select the file by hovering over the file, and then click to select. Make sure that only one file is selected in the list of files on the page.
  5. In the Ribbon, click the Files tab, and then in the Open & Check Out group, click Edit Document.
  6. Do one of the following:

    Check out is not required
    • A message appears and asks whether you think the file is safe to open or it. If you want to proceed, click Yes.
    sharepoint_doc_11

    Check out is required
    • If the program is compatible with SharePoint technologies, such as Word 2013, the file will be opened in the program. Click Check Out in order to edit the document.
  7. sharepoint_doc_12
  8. Edit the file, save the file, and then optionally close the program.
  9. If you have checked out the document, when you close the program, it will remind you to check-in the document so that others can see your changes. Click “Yes” button and enter your version comment to check-in the document.
  10. sharepoint_doc_13

3.3 Download a file in library

  1. Navigate to the site containing the library for which you want to open a file.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. sharepoint_doc_01

    sharepoint_doc_02
  4. Select the file by hovering over the file and then click to select it. Make sure that only one file is selected in the list of files on the page.
  5. In the Ribbon, click the Files tab, and then in the Copies group, click Download a Copy.
  6. sharepoint_doc_11
  7. In the File Download bar, click Save to save to download to the default Download folder or click Save as to select another folder.
  8. sharepoint_doc_13
  9. After the file is downloaded, click Open to open the file directly or click Open folder to open the folder in which the file is downloaded.
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  11. When you are done editing or working with the file, upload the file back to the library.

4. How to open an Office document using Office Web Apps

Office Web Apps includes the following four applications: Word Web Application, Excel Web Application, PowerPoint Web Application and OneNote Web Application. For each of these browser-enabled applications: you can view a document in the browser or do a light-weight edit in the browser. If you have the client application installed on your computer, you can do a full-featured edit in the client application.

From an Office Web Application, you can view and edit the same document in the browser or in the client application.

The following file formats are browser-enabled documents and supported in browser view for each Office Web Application. Other Office file formats are not supported, and so those file formats always open in the client application.

Improve your experience: Documents load faster and text looks clearer when Silverlight is installed. Please find more details here

Office Web
Application

File format

Word

.docx, .docm, .doc

Excel

.xlsx, .xlsb, .xls (view-only)

PowerPoint

.pptx, .pptm, .ppt

OneNote

.one

4.1 Opening a document in the browser or client application

    1. Click on the filename to view the file directly in web browser or Click Edit Document to edit the file in the corresponding client application.

sharepoint_doc_14

    1. Or click the … beside the file to open the pop-up menu. Click Edit to edit the file in the corresponding client application. Click … and then View in Browser or Edit in Browser to work with the browser.

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    1. To view the document in the browser, click View in Brower, then the Office Web Apps opens the document as view-only:

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  1. To edit the document in the browser, click Edit in Browser, then the Office Web Apps opens the document in edit-mode:
    sharepoint_doc_16

    Note: If check-out is required for the library, you need to check-out the document first before editing in the browser.



For details, please refer to:

5. Copy/move and import/export library files by using CopyMove

5.1 Copy or move library files within/between a site collection

    1. Navigate to the source site (e.g. https://.workspace.hku.hk/sites/source/) containing the library for which you want to copy or move files.
    2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.

sharepoint_doc_01

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    1. Select the files or folders to be copied or moved. In the ribbon, click the Files tab, and then in the Manage group, click CopyMove.

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    1. In the dropdown menu, click Copy Documents or Move Documents to copy or move document respectively. In the dialog box, select the destination path and check the boxes for Authors and datesVersion historyItem permissions to be included and then click Copy.

sharepoint_doc_18

    1. In the completed dialog, click Close or Go to destination to open the destination folder.

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5.2 Export library files to a zip file

  1.  Select the files or folders to be exported. In the ribbon, click the Files tab, and then in the Manage group, click CopyMove.
  2. sharepoint_doc_20
  3. In the dropdown menu, click Export Documents to export all or selected documents to a zip file. In the export documents dialog, check the boxes for versions and permissions to be included and then click Export.
  4. sharepoint_doc_21
  5. Click the link Download the exported items to a ZIP file to download and save the zip file.
  6. sharepoint_doc_21

5.3 Import zip file to library

  1. In the ribbon, click the Files tab, and then in the Manage group, click CopyMove.
  2. sharepoint_doc_23
  3. In the dropdown menu, click Import Documents to import documents from a zip file. In the import documents dialog, browse to the zip file for upload and then click Next.
  4. sharepoint_doc__24
  5. Change the selection of the documents to be imported and check the boxes for Authors and dates, Version historyItem permissions to be included and then click Import.
  6. sharepoint_doc_25
  7. In the completed dialog, click Close.
  8. import complete

6. View or change the information about a file or a folder in a library

6.1 View the information about a file or folder

  1. Navigate to the site containing the library for which you want to view the file or folder information.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. Click to select the file or folder name and then on the Files tab menu, click View Properties. sharepoint_doc_26

    sharepoint_doc_27

    When you finish viewing the properties, click Close to return to the library.

6.2 Change the information about a file or a folder

  1. Navigate to the site containing the library for which you want to edit the file or folder information.
  2. Click the name of the library on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library.
  3. Click to select the file or folder name and then on the Files tab menu, click Edit Properties.

    sharepoint_doc_28

    sharepoint_doc-29

    Note: Depending on the list or library settings, you may be required to check-out a file before you can modify the properties.
  4. Change the information that you want.
  5. When you finish editing the properties, click Save to return to the library.

7. E-mail or copy the link of a library file, list, or list item

7.1 E-mail the link of a library file or list

  1. Navigate to the site containing the library or list for which you want to e-mail the link.
  2. Click the name of the library or list on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library or list.
  3. Do one of the following:
    • For a library, do the following:
      – Select the library file.
      – Click the Library tab and then in the Share & Track group, click Email a link.

    sharepoint_doc_30
    • For a list, do the following:
      – Click the List tab, and then in the Share & Track group, click Email a link.

Note: If you are working in a list, there is no need to select an item because the link that is created is for the entire list.

In the e-mail message, enter a username or distribution list, and then send the message.

7.2 Copy the link of a library file or list item

  1. Navigate to the site containing the library or list for which you want to copy the link.
  2. Click the name of the library or list on the Quick Launch, or click the top-right gear icon, click Site contents, then under lists, libraries, and other apps, click the name of the library or list.
  3. Select the library file or list item.
  4. Right-click the file name or item Title, and then click Copy shortcut.
  5. sharepoint_doc_31
For details, please refer to the page here.

8. Save Microsoft Office file to SharePoint

  1. Create or open the Microsoft Office document, for instance, Microsoft Word document
  2. On the top menu bar, select File > Save As
  3. Under Save As, choose Other Web Location and then click Browse.
  4. In the Save As dialog box, enter the URL of the SharePoint library. Enter your credential in the login prompt and click OK.
  5. sharepoint_doc_32
  6. Enter the name of the file and click Save.
  7. sharepoint_doc_33
  8. If Document Library requires the file to be check-in, click Check in button. Enter the version comments and click OK.
  9. sharepoint_doc_34
    sharepoint_doc_35

9. Check out, check in, or discard changes to files in a site library

9.1 Overview

Some libraries are configured to require checkout of files. If this is the case, you will be prompted to check out any files that you want to edit. When you are finished with the file, you must check it back in or discard the checkout.


If checkout is not required, you can open a document in its library, make changes, save it, and close it. However, if you do that, someone else might be working on the document at the same time and can overwrite your changes. Unless you are completely certain that you are the only one who has the file open, it is best to check it out before you apply any changes.

9.2 Check out a file

To check out a file from a library:

  1. Navigate to the library where your file resides. 
  2. Choose one of the following methods of checking out the file:
     – Point to the file name, click  to show the pop-up in which click  and select Check Out.
    sharepoint_doc_36
     – Select the check box next to the file name and, on the Files tab, select the Check Out icon.
    sharepoint_doc_36
  3. When the file is checked out, the icon next to the file name is partially covered by a green, downward-pointing arrowcheckout icon. This tells you, or anyone else, that the file is checked out. If you hover over the icon of any checked-out file, a tool tip displays the name of the document and the name of the person who has it checked out.
    sharepoint_doc_37

9.3 Check in a file

Your files, and any changes you have made to them, will not be available to your colleagues until you check them back into your library. To check in a file
  1. Navigate to the library where your file resides.
  2. Choose one of the following methods for checking your file back in:
    • Point to the file that you want to check in, click  to show the pop-up in which click  and then select Check In.
    • sharepoint_doc_38
    • Select the check box next to the file icon and then, on Files tab, click Check In.
    • sharepoint_doc_39
  3. When the Check in message box opens, make the appropriate selection in the Retain Check Out area.
    • If you want to do an interim check-in and then continue working on the file, select Yes in the Retain Check Out area.
    • If you are finished with your work on the file and do not need to keep it checked out, select No in the Retain Check Out area.
    • sharepoint_doc_40
  4. In the Comments area, add a comment that describes the changes you made
  5. Click OK to finish checking in the file or Cancel if you change your mind for some reason. The green arrow disappears from the file icon when the file is checked back in.

9.4 Discard a check-out

To discard a check-out:
  1. Navigate to the library where your file resides.
  2. Choose one of the following methods for checking your file back in:
    • Point to the file that you want to check in, click  to show the pop-up in which click  and then select Discard Check Out.
    • sharepoint_doc_41
    • Select the check box next to the file icon and then, on the Files tab, click Discard Check Out.
    • sharepoint_doc_42
  3. When the message box announces that you are about to discard the file, click OK to finish checking in the file or Cancel if you change your mind. The green arrow disappears from the file icon when the file is checked back in.

9.5 Check out, check in, or undo checkouts for multiple files

To check out, check in, or undo checkout of several files at the same time:
  1. Select the check box next to the file icon for each file you want to check in, check out, or discard.
  2. sharepoint_doc_43
  3. On the ribbon, select Check OutCheck In, or Discard Check Out, as appropriate.
  4. Click OK when the message box appears.

10. View the version history of an item or file in a list or library

  1. Navigate to the list or library that contains the item or file you want to explore.
    Hover over the item or file for which you want to view the history, click  to show the pop-up in which click  and select Version History from the drop-down list.
  2. sharepoint_doc_44
  3. The Version History dialog box opens.
  4. Note: If you do not see the Version History command, your list or library may not be tracking versions. For more information, contact your site collection administrator to enable the versioning for the document library.
    sharepoint_doc_45
  5. To view a particular version of a file, look at the time and date listings in the Modified column of the Version History dialog box and click the one that interests you. The item or file opens up in a separate window where you can view it.
  6. Close the item or file when you have finished viewing it.
  7. To return to your list or library, close the Version History dialog box.
For details, please refer to the page here.

11. What software is required for user’s computer?

  1. Internet Browser
    Browser compatibility: see here
  2. Microsoft Office (Optional)
    MS Office compatibility:
    White paper: Good, better, best: Office and SharePoint Products and Technologies (SP2007)
    Business Productivity at Its Best: Microsoft Office 2010 and SharePoint Server 2010 Better Together (white paper) (SP2010)
  3. Microsoft Silverlight (optional)
    Install Microsoft Silverlight on your computer can load documents faster and text looks clearer with Office Web Apps. See here for details.
  4. Microsoft SharePoint Foundation Support from Microsoft SharePoint Designer 2013 setup (optional)
    1. Download Microsoft SharePoint Designer 2013 from here.
    2. Run the downloaded sharepointdesigner_64bit.exe/sharepointdesigner_32bit.exe as appropriate and select Install Now.
    3. Wait until the installation is completed successfully.
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