SharePoint Document Libraries - Advanced Use & Customization

Explore how to define the purpose of the SharePoint document library by considering file types, access control, versioning, permissions, and the shift from folders to custom columns for tagging.

Create and customize different kinds of document libraries in SharePoint by using advanced options to choose a new document template, such as an Excel spreadsheet, for each library.

Create a web part pages library in a SharePoint document library, choose the web part page template, and define zones for adding web parts as windows into content.

Create an image library using the image live picture library template, add it to your site contents, and explore columns like description, date picture was taken, and keywords.

Upload or drag-and-drop images to a SharePoint image library, edit properties like name and keywords, and insert images into wiki or site pages via their URLs.

Create a media asset library for videos and audio files in SharePoint, noting it is not the default document library or a picture library, with content types as media assets.

Upload videos to a media asset library using drag-and-drop or file selection; manage properties like title, keywords, and author, then use embed links to display on pages.

Edit the document library's new document template in advanced settings, open it in Word, paste your content to create a customized cover letter template, and save changes.

Replace the default new document template by uploading a locally stored template into the library’s forms folder and setting it in advanced settings as the new template.

Create and configure custom columns in a document library using text, lookup, calculated, multi-line text, and numeric types; enforce rules and use a cuisines lookup to tag recipes.

Create a word document directly in the document library, and populate its custom columns as document properties, then use quick edit mode to fill multiple file properties efficiently.

Enable major versioning in the document library settings and track edits in the version history. Restore a previous version to make it current while preserving the archived version.

Enable content approval in the versioning settings, which adds an approval column and marks new content as pending until approved.

Explore how minor versioning extends major versioning in a SharePoint document library with content approval, drafts, and version history, including roll-ups of minor changes into major versions.

Explore how document check-out and check-in control exclusive editing, versioning, and publishing in SharePoint document libraries, including requiring check-out, creating minor and major versions, and content approval.

Configure a custom send-to destination in the production document library to push updates to the destination library, using checkout, check-in, and versioning prompts for linked copies.

Enable content type management to customize the document library by adding site-wide content types to the new file menu, such as report and web page content types.

Create a custom site content type from a template, enable content type management, and add it to a document library with a template URL, then set its default order.

Create a custom site content type from an Excel template in SharePoint, configure its template location, add it to a document library, and generate expense reports in Excel.

Explore SharePoint document libraries and document sets in this lecture, learn to enable content type management, add document set content types, and customize welcome pages, properties, and tagging.

Learn to open SharePoint document library files in the browser or in Excel. Adjust library advanced settings, and manage versions with check out and check in.

Offline synchronization creates color-coded, local copies of each document library on your computer linked to your account, enabling offline work and automatic sync when you go online.

Enable user ratings in the SharePoint document library to allow zero-to-five star voting, creating rating columns in the default view and sorting by rating to reflect popularity.

Learn to create and customize SharePoint document library views, sorting and grouping columns, with default and custom views like favorites, and manage them via library settings.

Create a document library view from an existing one, apply column filtering, and filter where the style equals Italian. Expand grouping to show Italian recipes in the new view.

Compare the classic and new list experiences in SharePoint 2016, showing how the default site setting can be overridden per library while preserving views, sorting, filtering, and grouping.

Learn how to use quick edit mode in classic SharePoint libraries to edit multiple items at once, add and apply new columns, and switch between datasheet and standard views.

Learn to use quick edit mode in the new library experience to edit multiple file properties at once, with the option to enable it in library settings.

Use the preview pane style in a document library to surface selected columns, show hover details on the right, and embed it in a wiki page via a web part.

Learn to build two dynamic filters and wildcard filters in SharePoint document libraries, using bracket me and bracket today to filter created by the current viewer and created date today.

Explore creating site pages with web parts to display document libraries in SharePoint, using default views, headers, and layouts across wiki, default site page, and web part page.

Create wiki pages in a site pages wiki library and embed a document library web part to reveal library contents with customizable views and a header link.

Create internal links among wiki pages using double square brackets, connect existing pages, and instantiate new pages in the library, with edit and browse mode behavior.

Insert a picture library slide show web part from media, configure duration, view, and display options with title and description, then save to run as an automatic or manual slideshow.

Learn to create direct manual hyperlinks to specific files in a SharePoint document library, selecting link type (read or edit), permissions, and expiration, then insert the link on a page.

Embed a word document on a wiki page using the page viewer web part, configure the URL, and adjust the height to 800 or 900 pixels for a readable display.

Learn how to display a PowerPoint from a document library using the page viewer web part, configure the web part with a PowerPoint URL, and set height for responsive viewing.

Embed the Excel web access web part on a page, configure its workbook URL, and enable interactive pivot tables and slicers without opening or editing the underlying file.

Connect an Excel web access web part to a document library web part on a wiki page to let users display any workbook from the library.

Create a web part page that displays a filtered document library view, sorts by rating descending, and shows French cuisine recipes in the fridge recipes view.

Learn to connect filter web parts to a document library web part, configure list and choice filters, and pass selected values to refine the library view.

Create and connect a hidden query string URL filter to the recipes document library web part, building static, value-passing URLs to drive filtered views and navigational links across the site.

Define the purpose of your SharePoint document libraries by selecting advanced settings, content types, document templates, versioning, and custom columns to support collaboration, permissions, and efficient retrieval.