Add a document to the backward-compatible document library
Add a document to the backward-compatible document library
To use the document management features of Microsoft Office SharePoint Portal Server 2003, first make sure that documents or files are in the backward-compatible document library.
- You can create a file by using a Microsoft Office 2003 application, and then by transferring the file from the computer to the backward-compatible document library by using the Save command.
- You can add existing files to the document library by dragging them from the computer to the document library or by using the Save As command.
Add documents by dragging them to the backward-compatible document library
- Locate the document that you want to add. Make sure that you have saved the document.
- Open Web folders, and then double-click a Web folder linked to the document library.
- Double-click to open and select a folder under the Document folder to select it as the destination folder for the document.
- Drag the document to the destination folder.
- Click OK.
Add a document by using a Microsoft Office application
If you want to add a new document to the document library, you can create the document by using a Microsoft Office application, and then use the Save command to add it to the document library.
- On the File menu, click Save.
- In the Save dialog box, click Web folders, and then double-click a Web folder linked to the document library.
- Double-click to select a folder under the Documents folder to select it as the destination folder for the document.
- Click Save.
Add a document by using the Save As command
To add an existing document to the backward-compatible document library using a Microsoft Office application, use the Save As command.
- Open the document that you want to add.
- On the File menu, click Save As.
- In the Save As dialog box, click Web folders, and then double-click a Web folder linked to a backward-compatible document library to open it.
- Double-click a subfolder in the backward-compatible document library to select it as the destination folder for the document.
- Click Save.
Add a document to the backward-compatible document library from the portal site
- On the navigation bar of the portal site, click Document Library.
- Under the Document Library heading, view the folders and documents available from this site. The folders and documents that appear depend on your role.
- Click the folder or subfolder to which you want to add a document.
- Click Add Document.
- Under the Document File Name heading, click Browse to locate the document on your computer.
- If you are adding the document to an enhanced folder, you have the following two options:
- If you want to add the document to the folder but do not want to publish it yet, select Check in the document. If you check in the document, authors in the folder can view and edit it. The document will not appear in search results or portal site areas until it is published.
- If you want to publish the document after adding it, select Publish the document. If you publish the document, readers can see it immediately, unless the coordinator has configured an approval process for the folder where the document resides. If the coordinator has configured an approval process, the document must be approved before readers can view it.
- Click Continue.
- The profile form appears. Enter the required information on the document profile and fill in the version comments to briefly describe the changes you made to the document while you had it checked out.
- Click OK.
SharePoint Portal Server adds the new document to the folder you have selected. If the target folder is a standard folder, the document is available immediately for users to search for and view in the document library on the portal site.
Notes
- When you add a document to the backward-compatible document library but have not yet checked it in for the first time, the Undo Check Out command is not available. This command becomes available only after you have checked in and checked out a document for the first time.
- If you add a document to an enhanced folder, the document is saved in a checked-out state, and you should now check it in. Until you check it in, only you and the coordinator on the folder can see this document.
Related Topics
- Copy, move, or delete documents from the backward-compatible document library
- About document management and publishing
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