Suraj.mali@heinfricke.team: Created page with "== 1. Introduction == SharePoint is the company’s centralized platform for document management, team collaboration, and shared resources. It is used for storing team documents, accessing departmental portals, sharing files internally, and managing project-related information. All employees must use SharePoint for accessing shared company documents rather than storing them locally. ---- == 2. Accessing SharePoint == You can access SharePoint using any browser: # Ope..."

2025-11-24T12:33:52Z

Created page with "== 1. Introduction == SharePoint is the company’s centralized platform for document management, team collaboration, and shared resources. It is used for storing team documents, accessing departmental portals, sharing files internally, and managing project-related information. All employees must use SharePoint for accessing shared company documents rather than storing them locally. ---- == 2. Accessing SharePoint == You can access SharePoint using any browser: # Ope..."

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== 1. Introduction ==
SharePoint is the company’s centralized platform for document management, team collaboration, and shared resources.

It is used for storing team documents, accessing departmental portals, sharing files internally, and managing project-related information.

All employees must use SharePoint for accessing shared company documents rather than storing them locally.
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== 2. Accessing SharePoint ==
You can access SharePoint using any browser:

# Open '''Chrome / Edge'''
# Go to '''<nowiki>https://www.office.com</nowiki>'''
# Sign in with your company email and password
# Click the '''SharePoint''' icon from the app menu

You will see a list of '''sites, teams, and departments''' you have access to.
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== 3. Navigating SharePoint Sites ==
SharePoint consists of multiple sites such as:

* '''HR Site''' – policies, forms, announcements
* '''IT Site''' – guides, SOPs, checklists
* '''Project Sites''' – documents, sprint notes, project plans
* '''Team Sites''' – files related to specific teams (QA, Dev, Operations)

Each site has structured folders and document libraries for easy navigation.
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== 4. Accessing and Downloading Documents ==
To open shared files:

* Go to the required '''Site'''
* Open '''Documents''' or the specific library
* Click on the document to open it in Word/Excel/PowerPoint Online
* Use '''Download''' only when required
* Prefer using '''Open in App''' for editing

Do not store downloaded documents permanently on your device unless approved.
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== 5. Uploading and Managing Files ==
To upload new documents:

* Open the correct folder/library
* Click '''Upload → Files''' or '''Upload → Folder'''
* Ensure file naming follows your team’s naming standards
* Do not duplicate documents already existing in the site
* Avoid uploading personal data or sensitive files without permission

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== 6. Editing Shared Documents ==
SharePoint supports real-time co-editing.

* Click a document → '''Open in Browser''' or '''Open in Desktop App'''
* Multiple team members can work simultaneously
* Changes are saved automatically
* Use '''Comments''' and '''Track Changes''' for collaboration

Avoid creating multiple versions unless necessary.
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== 7. Sharing Files from SharePoint ==
To share internally:

* Right-click the file → '''Share'''
* Select '''People in Hein+Fricke'''
* Choose '''View''' or '''Edit''' permission
* Enter the colleague’s name/email
* Click '''Send'''

For external sharing, authorization from your Manager or IT is mandatory.
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== 8. Syncing SharePoint to Your Laptop (Optional) ==
You can sync a SharePoint library to your OneDrive client for offline access.

Steps:

# Open the SharePoint site
# Go to '''Documents'''
# Click '''Sync''' (cloud icon)
# Choose '''Allow''' when OneDrive prompts
# The library will appear under:

'''OneDrive – Hein+Fricke → [Site Name]'''

This allows you to work offline and sync when connected to the internet.
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== 9. Best Practices ==
Employees must follow:

* Store '''team-related files''' in SharePoint, not in personal folders
* Avoid deleting or renaming shared folders without team approval
* Keep documents organized using the existing folder structure
* Never store confidential documents outside approved SharePoint sites
* Report missing access or permission issues to IT

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== 10. Support ==
For SharePoint access, permissions, or syncing issues: '''support@heinfricke.services'''

SharePoint Instructions - Revision history