Thursday, August 1, 2013

Require documents to be checked out before they can be edited settings in SharePoint document library

Have you always wondered why documents are checked out to you when you copy files to SharePoint document library from file explorer. It is because of the 'Require documents to be checked out before they can be edited' settings in Document library settings>General Settings>Versioning settings>Require Check out section. If it is set to 'Yes' new documents(in this case copied documents) are checked out to you. If it is set to 'No' then you can easily transfer files from windows file explorer.

Connect to Office option in SharePoint

If you want to save attachments in outlook email directly to SharePoint there is an option called 'Connect to Office' that can help you. It essentially adds 'SharePoint Sites' in the Favorites and add Internet Shortcut(.url) to your site in it.

By using the Connect to Office option(see below) in document library, you can conveniently access commonly used SharePoint libraries from a Microsoft Office program.

To use please open ‘Document library’ . On the Library tab, in the Connect & Export group, click the arrow next to Connect to Office.

Then click Add to SharePoint sites.

A “Library added” message is displayed, indicating that the current SharePoint site has been added to the shortcut bar of the Office Save As and Open dialog boxes. The site also appear as a favorites link ‘SharePoint Sites’ in the file explorer.

Doing above will be useful if you want to save documents directly from outlook email message. You can click on ‘Save As’  from the outlook email and select specific SharePoint document library folder.