SharePoint is a powerful and versatile platform that can be used for many purposes. Whether you’re a small business owner who needs to manage content, a team member who needs to collaborate, or an individual who needs to share information, SharePoint can be a valuable tool. In this blog post, we’ll outline 7 tips to make using SharePoint easier and more efficient for you.
Tip #1: Personalize your page banner
Adding a personal touch to your SharePoint is easy with the help of page banner customization. You can select a photo or graphics, add text or logos, and change the color and fonts of the banner to create a look that’s unique to you. To add a custom banner to your site, first, open the Site Settings from within SharePoint Central Administration. On the left-hand side of the window, under «Site Properties,» click «Page Layout.» Here you’ll find options for changing your banner’s layout and appearance.
Tip #2: Add image tags to your documents
One of the best features of SharePoint is the ability to include image tags in your documents. Image tags are a powerful way to add images to your SharePoint documents. You can use them to add images from the web, your computer, or photos that you’ve imported into SharePoint. Image tags make it easy to link directly to specific sections of a document – perfect for adding header and footer graphics. When sharing documents online, you can include an image tag so people can see what they’re downloading.
Tip #3: Keep file names consistent
When it comes to SharePoint files, consistency is key. This helps you and your team easily find the files that you’re looking for and build a strong foundation for team collaboration. Always use standard characters, numbers, and symbols when naming files. This will make them easier to remember and avoid any confusion. If you need to modify a file name, don’t hesitate to suggest the new name to your teammates. By following these simple tips, you can bring consistency to your file naming and achieve a stronger team collaboration environment.
Tip #4: Use tags to find your documents easily
To make the most of SharePoint, you need to learn how to use tags efficiently to find and access documents. Tags are perfect for organizing your files by topic, type, or any other specific criteria. You can even use tags to group related documents together for easier access. If you’re unsure where to locate a document you need, try searching using a combination of tags. You will be surprised at just how many times you can find what you’re looking for this way.
Tip #5: Switch to folder view
If you’re a SharePoint user, you’re probably familiar with the flat view. This view displays all the folders in a single list, which can be helpful if you want to see all of your files at once. However, this view isn’t very convenient when you need to search for things or browse through them. On the other hand, folder view is more user-friendly as it displays each folder as its own separate list. This way, you can more easily search for and browse through your files. Also, this view can be helpful when you want to organize your files by project or category.
Tip #6: Permission and access inheritance and how it works
One of the features that make SharePoint so powerful is permission and access inheritance. This feature allows users to inherit permissions from their parent objects, making it easy to grant access to specific files or folders. You can use the permission settings in your site to control who has access to what information on SharePoint.
Tip #7: Enable Version History in your document library
Document libraries are a valuable part of SharePoint and can be used for a variety of purposes. A particularly useful feature of document libraries is version history. This allows you to revert to previous versions of a document if something ever goes wrong and keep track of changes that have been made to a document since it was last saved. The version history is available in both on-premises and cloud environments for SharePoint servers running Office 365 or SharePoint Online 2016 Commercial edition or later releases.
SharePoint is a product that can be extremely powerful for organization and communication. In this blog, we have outlined 7 useful tips and tricks for SharePoint users. We hope you found these tips helpful and that they help you to work more efficiently in SharePoint.