Editing, Saving, and Sharing Documents | SharePoint Tutorial pdf

Editing, Saving, and Sharing Documents

To open a Microsoft Office document from SharePoint in read-only mode click on the file. To open an Office document in edit mode, click Edit in the document’s edit menu.
The Edit menu is the drop-down list shown in Figure 1 that appears when you click the triangle to the right of the file name.
Figure 1: Using the SharePoint Edit menu to open documents

Saving an open document saves your changes back to SharePoint. To see how that works, click Save As and save a copy of the document to SharePoint with a new name as shown in Figure 2.

Figure 2: Office applications can save to libraries as if they were regular file folders

While you have a document open for editing, no one else can edit it. If someone tries, Office displays a dialog box giving three choices as shown in Figure 3.
Figure 3: Someone else has the file open for editing…

The last option in Figure 3 is the most useful one: it opens the file opens in read-only mode and then lets you switch to edit mode when the other user closes the file.