How to upload documents to Sharepoint
PURPOSE
You need to know how to upload a document to SharePoint.
PROCESS
- Go to SharePoint.
- Click “Upload”.
- Choose the file you want to upload.
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NOTE: If you are replacing an existing document, the name must match exactly otherwise any existing links will be broken.
- If you are replacing a file, the pop-up window below will appear. Click “Add file”.
- You will see the pop-up window below after it is successfully uploaded. This may take a few seconds.
- Click the icon with three dots next to the file you just uploaded.
- Choose “More” and then click “Properties”.
- Fill out the following fields:
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Title: Enter the actual title of the document.
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NOTE: This may differ from what appears in the Name field if the document title has changed from previous versions (e.g., “Exterior Site” is now named “Express Site”).
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Keywords: Enter any relevant keywords to make the document searchable.
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Category: Select a category if applicable.
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Last Modified Date: Select the date you are uploading the file.
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Document Version: Enter the document version.
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NOTE: The version number should match the version number within the document. Version numbers should never be included in the title (e.g., Express Site Cleaning Checklist v.4).
