DCB SharePoint Procedures - Master Document

DCB SharePoint Procedures - Master Document


Bluebeam

Microsoft Word, Excel, and PowerPoint

https://support.microsoft.com/en-us/office/check-out-check-in-or-discard-changes-to-files-in-a-sharepoint-library-7e2c12a9-a874-4393-9511-1378a700f6de

Microsoft Project

  • Microsoft Project Files should be opened from the SharePoint Browser - https://experience.k3techs.com/portal/en/kb/articles/how-to-open-project-files-from-sharepoint

  • There is no Autosave enabled on Project. You need to click on the save icon, or click on File -> Save to manually save the file when you are done editing

  • In order to rename the file or save a copy, you need to use the Save As function. Click on File -> Save As, and select the SharePoint location. It should be at the top of the recent section.

  • Currently MS Project does not support saving a file as a pdf, in order to convert a Project file to a pdf you need to print using a pdf printer, and then select the file location as one of the WebDrive drive letters.

WebDrive – Other file types

  • The only and main purpose of WebDrive is to export PDFs from third-party applications to SharePoint document libraries. The SharePoint web interface should be used for all other functions.

  • The files associated with the adobe suite (Photoshop, InDesign, Illustrator, etc) can be directly open from and saved to the WebDrive mapped drives. Performance may be slow, as the files are still located in the cloud. WebDrive Cache settings may have to be optimized for performance.

  • WebDrive is just an alternate method of accessing SharePoint, so SharePoint/MS Office files that need to be attached to emails or uploaded to a website can be accessed from the WebDrive drive maps. You can drag and drop them, or navigate through the folders using the drive letters to more easily attach them to emails.

  • Bluebeam combine and organize functions can use the drives mapped by WebDrive, which will then sync the files with SharePoint


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