Documentation

Edit SharePoint files

How to add & edit documents in SharePoint Document Library Cards

Use these instructions to add folders and files to SharePoint Document Libraries, rename and edit files and delete files. You can insert SharePoint libraries on any page of your ThoughtFarmer intranet using the SharePoint Card to allow quick and easy file access. When you edit or add files via the intranet they are saved directly to the SharePoint library.

If your intranet is connected to SharePoint Online, see Link and embed cloud drive files to learn more.

Click "Add folder" to add new folder 

You can add folders to SharePoint libraries from the intranet, but to delete a folder you must go directly into SharePoint. You cannot delete a folder from an intranet page.
  1. Navigate to the page with the SharePoint Card.
  2. At the bottom of the SharePoint Card click Add folder. The Add folder pop-up window will appear.

    8.0User15638AddFolder.jpg
     
  3. Type the name of the new folder in the text box.

    8.0User15638NameFolder.jpg
     
  4. Click the Add folder button. The new folder will appear in the library.

Click "Add document" to add new file

  1. Navigate to the page with the SharePoint Card.
  2. Click on folders to open them and navigate to the section in the library where you want to add the document.

    The header of the SharePoint Card will show you where you are in the library.
    8.0User15638AddDocument.jpg
     
  3. At the bottom of the library click Add document. The Add document pop-up window will appear.
  4. Click Browse to locate files on your computer. (Or drag the files from another window and drop them in the Drop files here to add area.)

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  5. Select the file(s) you want to upload and click Open in the file browsing window. Your file will appear in the pop-up window. Select more files if desired, and click the Upload button.
  6. It may take a moment to upload the file(s), then it will appear on the page in the SharePoint Card.

Rename file via file dropdown menu

  1. Navigate to the page with the SharePoint library, and navigate to the file you want to rename.
  2. Click the three dots icon to the right of the file listing to open the dropdown menu and click Rename.... A pop-up window will appear.

    8.0User15638Rename.jpg
     
  3. Type in the new name for your document name and then click the Rename button. The updated file name will appear in the library. 

Edit & save a file via file dropdown menu

  1. Navigate to the page with the SharePoint library, and navigate to the file you want to edit.
  2. Click the three dots icon to the right of the file listing to open the dropdown menu and click Edit file

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  3. The file will open in the appropriate application.
  4. Edit the file on your computer.
  5. When done editing, first "Save" the file and then close it. The updated version will save directly back to the SharePoint library. The document listing on the intranet page will refresh to say "Updated 2 seconds ago" or something similar.

Delete a file via file dropdown menu

  1. Navigate to the page with the SharePoint library, and navigate to the file you want to delete.
  2. Click the three dots icon to the right of the file listing to open the dropdown menu and click Delete.

    8.0User15638Delete.jpg
     
  3. Click Delete in the pop-up window that opens to confirm the deletion. The file will disappear from the library.