How to access SharePoint from the web

A short guide on accessing company data from the web interface rather than through File Explorer.

Accessing SharePoint

If you know the address of your company's SharePoint, you can put that directly into your browser's address bar. This will be unique to your company.

If you don't know it, the easiest way to access it would be by going to www.portal.office.com and signing in with your Microsoft 365 credentials. You'd usually use this to log in to your email or computer. Once you're logged in, click the nine dots in the top left-hand corner of the screen, then click on Sharepoint:

This will load the SharePoint site selection page. This is usually calledSelect "Intranet" from the list of sites that appear. At this point, you'llyou may want to bookmark the page or set it it as your homepage if you'llyou use it frequently. Along the top, you'll see a list of sites; if you're used to syncing files to your desktop, then these would generally correlate with folders that have been synced:

Once you click on one of those links, it'you'll bringbe youbrought to a screen like this,the one below, where you can see various informationinformation, likesuch as what you've recently accessed (no more forgetting where that file was that you accessed 5 minutes ago!). However, if you click on Documents on the left-handleft side, you'll be taken to a list of all the documents saved in that document library.

You can just open any file here,here; the document libraries are set to open files in their external applications by default.

Important: Once a file is opened, it will auto-save any changes made. If you need to create another document from the original, please use "Save as" to create a new copy before making changeschanges.

Uploading files

1) Open the SharePoint site library.

2) Open File Explorer.

3) Navigate to the folder with the documents you want to upload.

4) Drag and drop the files to the SharePoint library. The library should display a highlight whenWhen you hover the file over it.the library, the library will visually change indicating the ability to upload (refer below for an example)

5) You should see your files appear in the Document library.Library.

Copying and moving files

1) Select the items you want to copy, then select Copy to. Or, for the item, select More   > Copy to.

2) Under Choose a destination, select the location where you want a copy of the files or folders.

To create a new folder to copy the files to, select New folder and put the folder name in the text box.

3) Click on Copy Here.

Moving files is the same process, however you click on Move instead of Copy.

Email attachments

Unfortunately, there are a couple of extra steps if you need to save an email attachment to SharePoint there are a couple of extra steps.SharePoint. Since we can't save directly to SharePoint from Outlook, we need to temporarily save attachments to the PC temporarily as an intermediate step.

1) Save the attachment somewhere on your PC. usuallyUsually this will be the downloads or documents folder.

If you're using the classic Outlook clientclient, that will look like this:

NewThe outlooknew Outlook client will look like this. Note the difference in terminology: Download instead of Save As:

In this case, I've saved it to Downloads:

2) NowNow, you can upload the file to Sharepoint like any other file,other, as demonstrated in the "Uploading Files" section.