To go to the SharePoint site home page
In your browser's Address bar, type the URL of your SharePoint site.
If prompted, type your user name and password.
To navigate from a page for a SharePoint site back to the home page
On the top link bar, click Home.
To view a list of the subsites for a SharePoint site
On the top link bar, click Site Settings.
On the Site Settings page, in the Administration section, click Manage sites and workspaces.
On the Sites and Workspaces page, under Sites, explore the list of the subsites to your site.
To view a list of subsites for a SharePoint site
To browse the lists for a site
On the top link bar, click Documents and Lists.
On the Documents and Lists page, explore the lists.
To browse the libraries for a site
On the top link bar, click Documents and Lists.
On the Documents and Lists page, explore the libraries.
To modify the Links Web Part on the home page of the team site
In the upper-right corner of the page, click Modify Shared Page.
In the menu that appears, point to Modify Shared Web Parts, and then click Links.
In the Links tool pane, make your modifications.
Click Apply to apply the modification, and then click OK.
To create a child site
On the top link bar, click Site Settings.
On the Site Settings page, in the Administration section, click Manage sites and workspaces.
On the Sites and Workspaces page, click Create.
On the New SharePoint Site page, specify the settings for the new site.
Click the Create button.
On the Template Selection page, select a template from the Template list, and then click OK.
To browse the lists for a site
On the top link bar, click Documents and Lists.
On the Documents and Lists page, explore the lists.
To browse list templates available
On the top link bar, click Create.
On the Create Page page, explore the list templates.
To create a list
On the Create Page page, in the Lists section, click a list template.
On the New List page, specify settings for the list, and then click the Create button.
To modify the settings for a list
Open the list for which you want to modify the settings.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the General Settings section, click Change general settings.
On the List Setting page, modify the settings for the list, and then click OK.
To add a new item to a list
Open the list to which you want to add a new item.
On the list page, click New Item.
On the New Item page, specify the settings for the new item.
Click Save and Close to save the list item.
To edit an item in a list
To delete an item in a list
Open the list for which you want to delete an item.
On the list page, move your mouse over the list item, and then click the down arrow that appears.
In the menu, click Delete Item.
In the dialog box that appears, click OK to confirm the deletion.
To attach a file to a list item
Open the list to which you want to attach a file.
On the list page, move your mouse over the list item, and then click the down arrow that appears.
In the menu, click Edit Item.
On the item page, click Attach File.
On the page to add attachments, click Browse.
In the Choose File dialog box, select a file, and then click the Open button. Once selected, the location of the selected document is displayed in the Name text box.
Click OK to attach the document to the list item.
Click Save and Close to complete the process of attaching the document to the list item.
To add a new column to a list
Open the list to which you want to add a new column.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the Columns section, click Add a new column.
On the Add Column page, in the Column name text box, type a name for the new column.
Select a column type.
In the Optional Setting for Column section, specify other column settings.
Click OK to add the new column to the list.
To edit a column in a list
Open the list for which you want to edit a column.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the Columns section, click the name of the existing column you want to edit.
On the Change Column page, edit the settings for the column.
Click OK to save the changes to the column.
To delete a column in a list
Open the list for which you want to delete a column.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the Columns section, click the name of the existing column you want to delete, and then click the Delete button.
In the dialog box that appears, click OK to delete the column.
To change the order of the columns displayed on the new and edit list item pages
Open the list for which you want to change the column order.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the Columns section, click Change the order of the fields.
On the Change Field Order page, use the drop-down lists to change the order of the columns, and then click OK to save the change.
To sort items in a list
Open the list you want to sort.
Click on the column name you want to sort. The list items are sorted in ascending order.
Click on the column name again. The list items are sorted in descending order.
To filter items in a list
Open the list you want to filter.
Click Filter. Drop-down menus appear above each column.
In the drop-down menu above a column, click a filter to filter the list.
To change the filter, click Change Filter. Drop-down menus reappear above each column.
To create a new list view
Open the list for which you want to create a new view.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page in the Views section, click Create a new view.
On the Create View page, click a type of view.
On the next Create View page, specify the setting for the view.
Click OK to save the list view.
To modify a list view
Open the list for which you want to modify a view.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page in the Views section, click the name of the view you want to modify, and then on the Edit View page, modify the view settings.
Click OK to save the changes.
To create an alert that notifies you of changes to a list
Open the list for which you want to create an alert.
On the left side of the page in the Actions section, click Alert me.
On the page that appears, specify the e-mail alert settings.
Click OK to create the e-mail alert.
To delete an alert
Open the list for which you want to delete an alert.
On the left side of the page in the Actions section, click Alert me.
On the New Alert page, in the Alert Frequency section, click View my existing alerts on this site.
On the My Alerts on this Site page, add a check mark next to the alert you want to delete, and then click Delete Selected Alerts.
In the dialog box that appears, click OK to confirm the deletion.
To delete a list
Open the list you want to delete.
On the left side of the page in the Actions section, click Modify settings and columns.
On the Customize page, in the General Settings section, click Delete this list.
In the dialog box that appears, click OK to confirm the deletion.
To create a new document library
On the top link bar, click Create.
On the Create Page page, in the Document Libraries section, click document library.
On the New Document Library page, specify the settings for the new document library, and then click the Create button.
To create a new form library
On the top link bar, click Create.
On the Create Page page, in the Document Libraries section, click Form Library.
On the New Form Library page, specify the settings for the new form library.
Click the Create button.
To associate a form template with a form library
Open the form library you want to delete.
On the left side of the page, in the Select a View section, click Explorer View.
Double-click the Forms folder.
Copy your form template from your computer to the Forms folder.
On the left side of the page, in the Actions section, click Modify Settings and Columns.
On the Customize page, in the General Settings section, click Change General Settings.
On the Form Library Settings page, in the Form Template section, type the file name of the template you want to use, and click OK.
To create a picture library
On the top link bar, click Create.
On the Create Page page, in the Picture Libraries section, click Picture Library.
On the New Picture Library page, specify the settings for the new picture library.
Click the Create button.
To add documents to a document library
Open the document library to which you want to add a document.
On the document library page, click Upload Document.
On the Upload Document page, click the Browse button.
In the Choose File dialog box, browse to the file you would like to upload, click Open, and then click Save and Close to upload the document.
To add pictures to a picture library
Open the picture library to which you want to add pictures.
On the picture library page, click Add Picture.
On the Add Picture page, click the Browse button.
In the Choose File dialog box, browse to the file you would like to upload, click Open, and then click Save and Close to add the picture to the library.
To create a new folder in a library
Open the library in which you want to add a new folder.
On the library page, click New Folder.
On the New Folder page, in the Name box, type the name of the folder you would like to create, and then click Save and Close to create the new folder.
To check out a document from the document library
Open the document library from which you want to check out a document.
On the document library page, move your mouse over the document you would like to check out, click the down arrow that appears, and then click Check Out.
To check in a document to the document library
Open the document library to which you want to check in a document.
On the document library page, move your mouse over the document you want to check in, click the down arrow that appears, and then click Check In.
On the Check In page, select Check In Document, and then in the Check In comments box, type any comments you want to add, and then click OK.
To check out a document from Word 2003
Open the document library from which you want to check out a document.
On the document library page, move your mouse over the document that you would like to check out and edit, and then click the down arrow that appears.
Click Edit in Microsoft Office Word, and then in the dialog box that displays a warning, click OK.
In Word 2003, click File, and then click Check Out.
To check in a document being edited in Word 2003
In Word 2003, click File, and then click Check In.
In the Check In Comments dialog box, type any comments.
Click OK, and then close Word 2003.
To view a document's version history and restore back to a previous version
Open the document library that has a document that you want to restore back to a previous version.
On the document library page, move your mouse over the document for which you want to see the version history, and then click the down arrow that appears.
Click Version History.
On the Version saved for document page, move the mouse over the date of the document you want to restore, click the down arrow that appears, and then click Restore.
In the dialog box indicating that you are about to replace the current version with the selected version, click OK.
To delete a document that is no longer in use
Open the document library that has a document that you want to delete.
On the document library page, move your mouse over the document you would like to delete, click the down arrow that appears, and then click Delete.
In the dialog box that appears, click OK to confirm the deletion.
To set up an alert for a document
Open the document library that has a document for which you want to set up an alert.
Move your mouse over the document for which you would like an alert set up, click the down arrow that appears, and then click Alert Me.
On the New Alert page, specify the e-mail alert settings.
Click OK to create the e-mail alert.
To add a link to your library to the Quick Launch bar
On the top link bar, click Documents and Lists.
On the Documents and Lists page, in the Document Libraries section, click the document library you want to access.
On the left side of the page, under Actions, click Modify settings and columns.
On the Customize page, in the General Settings section, click Change general settings.
On the Document Library Settings page, in the Navigation section, select Yes when asked whether you want to display a library on the Quick Launch bar, and then click OK.
To require documents submitted to a document library to be approved
On the top link bar, click Documents and Lists.
On the Documents and Lists page, in the Document Libraries section, click the document library you want to access.
On the document library page, under Actions, click Modify settings and columns.
On the Customize page, in the General Settings section, click Change general settings.
On the Document Library Settings page, in the Content Approval section, select Yes to the question Require content approval for submitted items?.
Click OK.
To add a column to a document library
Open the document library that has a document to which you want to add a column.
On the left side of the page, under Actions, click Modify settings and columns.
On the Customize page, under the Columns section, click Add a new column.
On the Add Column page, specify the settings for adding a new column, and then click OK.
To modify a column in a document library
Open the document library that has a column you want to modify.
On the document library page, under Actions, click Modify settings and columns.
On the Customize page, in the Columns section, click the title of the column you want to modify.
On the Change Column page, specify the settings you want to modify, and then click OK.
To add metadata to a document
Open the document library that has a document to which you want to add metadata.
On the document library page, move your mouse over the document name, and then click the down arrow that appears.
Click Edit Properties.
On the page that appears, enter any information in the available fields.
Click Save and Close.
To change the view for your document library
Open the document library that has a view you want to change.
On the left side of the page under Actions, click Modify settings and columns.
On the Customize page in the Views section, click Create a new view.
On the Create View page, click a view type.
On the next Create View page, specify settings for the view, and then click OK.
To grant users permissions to documents in a library
Open the library for which you want to change permissions.
On the library page under Actions, click Modify settings and columns.
On the Customize page in the General Settings section, click Change permissions for this <form or document> library, and then click Add Users.
On the Add Users page, specify users and select their permissions.
Click the Next button.
On the second Add Users page, review the user and e-mail settings, and then click the Finish button.
To create a Web Folder that points to your SharePoint site
Click Start, click My Computer, and then on the left side of the screen, click My Network Places.
If the Network Tasks pane appears on the left, click Add a network place; otherwise, double-click the Add Network Place icon.
In the Add Network Place Wizard, click Next.
Click Choose another network location, and then click Next.
In the Internet or Network Address box, type the address of your SharePoint site, and then click Next.
In the Type a name for this network place box, type the name of your SharePoint site, click Next, and then click Finish.
To add a discussion comment to a document
Open the document library that has a document to which you want to add a discussion comment.
On the document library page, move your mouse over the document, click the down arrow that appears, and then click Discuss.
In the File Download dialog box, click Open.
In the lower-left corner on the Discuss bar, click Discussions, and then select Insert about the Document.
In the Enter Discussion Text dialog box, specify a discussion subject and discussion text, and then click OK.
To delete a library
Open the library you want to delete.
On the left hand side, under Actions, click Modify settings and columns.
On the Customize page, in the General Settings section, click Delete this <form> library.
In the dialog box that appears asking if you are sure, click OK.
To create a Document Workspace from an existing document within SharePoint
Open the document library that has a document for which you want to create a Document Workspace.
On the document library page, move your mouse over the document, and then click the down arrow that appears.
Click Create Document Workspace.
On the Create Document Workspace page, click OK.
To create a new document and generate a new Document Workspace from Word 2003
Open the document library to which you want to add a new document.
Click New Document, and then when a dialog box appears indicating that some files can harm your computer, click OK.
In Word 2003, type some information into the document.
Click File, and then click Save.
In the File name box, type the name of the document, and then click the Save button.
Click View, and then click Task Pane to open the task pane.
At the top of the task pane, click Getting Started, and then select Shared Workspace.
In the Shared Workspace task pane, click the Documents tab.
Move your mouse over the document name, and then click the down arrow that appears.
Click Create Document Workspace.
In the dialog box that appears, click Yes, and then close Word 2003.
To browse to a Document Workspace for a document.
On the top link bar, click Documents and Lists.
On the Documents and Lists page on the left side of the page under See Also, click Document Workspaces.
On the Sites and Workspaces page under Document Workspaces, click the Document Workspace you would like to access.
To add a user to a Document Workspace from within Word 2003
On the top link bar, click Documents and Lists.
On the Documents and Lists page on the left side of the page under See Also, click Documents Workspaces.
On the Sites and Workspaces page, click a document workspace.
On the document workspace page, move your mouse over the document name, and then click the down arrow that appears.
Click Edit in Microsoft Office Word.
In the dialog box that appears, click OK.
In Word 2003, if the Shared Workspace task pane does not appear on the right side of the screen, click View, and then click Task Pane.
On the Shared Workspace task pane, click the Members tab.
Toward the bottom of the task pane, click Add New Members.
In the Add New Members dialog box, in the Enter e-mail addresses or user names, separated by semicolons box, type the e-mail address or user name of a user you want to add.
Click Next, and then click Finish.
In the Add New Members dialog box, clear or select the check box to send an e-mail invitation to the new members, and then click OK.
To add a task to the Document Workspace from within Word 2003
In Word 2003 with the Shared Workspace task pane open, click the Tasks tab.
In the bottom section of the pane, click Add New Task.
In the Task dialog box in the Title box, type a name for the task.
In the Assigned To box, select a user to whom to assign the task.
In the Description box, type a description for the task.
In the Due Date box, select the due date for the task, and then click OK.
To check document information from within Word 2003
In Word 2003, with the Shared Workspace task pane open, click the Info tab.
To publish a document from the Document Workspace back to the document library
On the top link bar, click Documents and Lists.
On the Documents and Lists page on the left side of the page under See Also, click Document Workspaces.
On the Sites and Workspaces page, click a document workspace.
On the document workspace page, move your mouse over the document name, and then click the down arrow that appears.
Click Publish to Source Location.
On the Publish to Source Location page, click OK.
To delete a document's Document Workspace
On the top link bar, click Documents and Lists.
On the Documents and Lists page on the left side of the page under See Also, click Document Workspaces.
On the Sites and Workspaces page, under the Delete column, click the delete icon that corresponds to your document name.
On the Delete Web Site page, click the Delete button.
To create a Meeting Workspace by using the Basic Meeting Workspace template
On the top link bar, click Create.
On the Create Page page, in the Web Pages section, click Sites and Workspaces.
On the New SharePoint Site page, specify the information for the new site.
Click the Create button.
On the Template Selection page, in the Template box, select Basic Meeting Workspace, and then click OK.
To create a Meeting Workspace for an event
Under the Events Web Part, click one of the events.
On the Events page, click Edit Item.
On the next Events page, select the Use a Meeting Workspace to organize attendees, agendas, documents, minutes, and other details for this event. check box.
Click Save and Close.
On the New or Existing Meeting Workspace page, review the settings and then click OK.
On the Template Selection page, in the Template box, select Basic Meeting Workspace, and then click OK.
To add a topic as an objective to a Meeting Workspace
Open a meeting workspace.
Under the Objectives Web Part, click Add new item.
On the Objectives: New Item page, in the Objective box, type the meeting objective.
Click Save and Close.
To create an agenda for a Meeting Workspace
Open a meeting workspace.
Under the Agenda Web Part, click Add new item.
On the Agenda: New Item page, specify the agenda information.
Click Save and Close.
To add a user to the attendees list for a Meeting Workspace
Open a meeting workspace.
Under the Attendees Web Part, click Manage Attendees.
On the Attendees page, click Add Attendee.
On the Attendees: New Item page, specify the attendee information.
Click Save and Close.
To add a Web Part to a Meeting Workspace
Open a meeting workspace.
On the upper-right corner of the page, click Modify this Workspace, and then click Add Web Parts.
In the Add Web Parts tool pane, click the Web Part you want to add, and then click Add.
In the upper-right corner of the Add Web Parts tool pane, click Close.
To add an item to a Web Part
Under the name of the Web Part you want to add to, click Add new item.
On the New Item page, specify the information for the new item.
Click Save and Close.
To create a survey on a SharePoint Web site
On the Quick Launch bar, click Surveys.
On the Documents and Lists page, click Create Survey.
On the Create Page page, in the Surveys section, click Survey.
On the New Survey page, specify the settings for the survey.
Click the Next button.
On the Add Question page, specify the survey question, and then click Next Question.
Repeat step 6 until you're finished, and then click Finish.
To respond to a survey on a SharePoint site
On the Quick Launch bar under Surveys, click the name of the survey.
On the survey page, click Respond to this Survey.
On the survey New Item page, click Save and Close when you're finished.
To view survey responses
On the Quick Launch bar under Surveys, click the name of the survey.
On the survey page on the left side under Select a View, click Graphical Summary.
On the survey page on the left side under Select a View, click All Responses.
To edit any responses in your survey
On the Quick Launch bar, under Surveys, click the name of the survey.
On the survey page on the left side under Select a View, click All Responses.
Point to the survey item, click the down arrow, and then in the drop-down list, click Edit Item.
Edit the response, and then click Save and Close.
To export results of the survey to an Excel 2003 spreadsheet
On the Quick Launch bar, under Surveys, click the name of the survey.
On the survey page on the left side under Select a View, click Overview.
Click Export Results to a spreadsheet.
If the File Download dialog box appears with a warning that some files can harm your computer, click the Open button.
In the Opening Query dialog box, click the Open button.
If a Microsoft Excel dialog box appears with a warning about hidden or read-only columns, click OK.
To create a new discussion board
On the Quick Launch bar, click Discussions.
On the Documents and Lists page, click Create Discussion Board.
On the Create Page page, in the Discussion Boards section, click Discussion Board.
On the New Discussion Board page, specify the settings for the new discussion board.
Click the Create button.
To add a new topic to a discussion board
Open a discussion board.
Click New Discussion.
On the New Item page, specify the discussion topic information.
Click Save and Close.
To reply to a discussion topic
To delete a discussion topic
Open a discussion board, and on the left side under Select a View, click Flat.
Point to the topic you want to remove, click the down arrow, and then in the dropdown list, click Delete Item.
In the Microsoft Internet Explorer dialog box asking if you are sure you want to delete the item, click OK.
To delete a discussion board
Open a discussion board.
On the left side under Actions, click Modify settings and columns.
On the Customize page, in the General Settings section, click Delete this discussion board.
In the Microsoft Internet Explorer dialog box asking if you are sure you want to delete it, click OK.
To import the contact information from your Outlook 2003 Address Book to a contacts list on a SharePoint site
On the Quick Launch bar, under the Lists section, click Contacts.
On the Contacts page, click Import Contacts.
If the Choose Profile dialog box is displayed, select the profile that corresponds to your e-mail account, and then click OK.
In the Select Users to Import dialog box, from the Show Names from the: drop-down list under Outlook Address Book, select Contacts.
Select the users you wish to import, and then click OK.
If a Microsoft Office Outlook warning dialog box appears stating that a program is trying to access e-mail addresses you have stored in Outlook 2003, click the Allow access for: check box, and then select 5 minutes from the drop-down list.
To export contacts from a contacts list on a SharePoint site into Outlook 2003
On the Quick Launch bar, under the Lists section, click Contacts.
On the Contacts page, move your mouse over the name of the user you want to export, and then click the down arrow that appears.
Click Export Contact.
In the File Download dialog box, click Open to open the VCF file you want to export.
In the Contact dialog box, if the Full Name field is blank, type the name of the contact. If the File as: field is blank, click the down arrow to the right of the field and select an appropriate value.
Click Save and Close.
To copy events to your Outlook 2003 calendar folder from the events list on the SharePoint site.
Click Events on the Events bar.
On the Events page, click Link to Outlook.
In the dialog box that appears asking if you want to add the folder to Outlook 2003, click Yes.
In Outlook 2003, on the Standard toolbar, click the Month button. If the current calendar view does not contain any event items, use the scroll bar until you can see them.
To update the Outlook 2003 copy, right-click the Events Calendar folder, and in the drop-down menu, click Refresh.
To view both your personal Outlook 2003 calendar and a linked SharePoint events list
Open Outlook 2003 in Calendar view.
In the Outlook 2003 navigation pane, under My Calendars, select the Calendar check box.
In the Outlook 2003 navigation pane, under Other Calendars, select the Events check box.
To copy an event from a linked SharePoint Events calendar to your personal calendar
In Outlook 2003, with your personal Calendar and linked SharePoint Events Calendar visible, double-click an appointment in the Events calendar that you want to copy to your own personal calendar.
In the Appointment dialog box on the Standard toolbar, click the Copy to Personal Calendar button once, and then close the Appointment dialog box.
To manage SharePoint alerts in Outlook 2003
Open Outlook 2003 in Mail view.
Click the Tools menu, and then click Rules and Alerts.
In the Rules and Alerts dialog box, click the Manage Alerts tab, and then click New Alert.
In the New Alert dialog box in the Web site Address text box, type the URL of a SharePoint site for which you want to create alerts, and then click Open.
In the New Alert site that appears, select a list or document library you want to be alerted about, and then click the Next button.
On the next New Alert page, in the Send Alerts To section, type your e-mail address if it doesn't already appear. Review the other settings, and then click OK.
Close all the Internet Explorer windows.
Switch to Outlook 2003 and the new alert should be listed in the Rules and Alerts dialog box. If the alert does not appear, click OK, close Outlook, restart Outlook, and reopen the Rules and Alerts dialog box.
To create a Meeting Workspace from Outlook 2003
In Outlook 2003 on the Standard toolbar, click the down arrow to the right of New, and then click Appointment.
In the Appointment dialog box, on the Standard tool bar, click Invite Attendees.
In the To text box, type the e-mail addresses of people you want to invite to this meeting.
In the Subject text box, type a subject and in the Location text box, type a location.
Click the Meeting Workspace button.
In the Meeting Workspace task pane, in the Create a workspace section, click Change settings.
Click the down arrow next to Select a location, and then select Other.
In the Other Workspace Server dialog box, type the URL of a SharePoint site, and then click OK.
In the Meeting Workspace task pane, click OK, and then click Create.
On the Standard toolbar, click Send.
To import data from an Excel 2003 spreadsheet to a list in SharePoint
On the top link bar, click Create.
On the Create Page page, in the Custom Lists section, click Import Spreadsheet.
On the New List page, in the Name text box, type a name for the list and in the Description text box, type a description.
In the Import from Spreadsheet section, click the Browse button.
In the Choose file dialog box, select an Excel 2003 spreadsheet, and then click the Open button.
On the New List page, click the Import button.
In the Import to Windows SharePoint Services list dialog box from the Range Type drop-down list select Range of Cells, then press D.
In the spreadsheet, select the range of cells that has data you want to import, and then on the dialog box, click the Import button.
To add a new list item, edit an existing list item, and delete an existing list item in Datasheet view
Open a list you want to modify.
Click Edit in Datasheet to display the list in Datasheet view.
In the last row of the list, in the column, type the information for a new list item.
In a cell you want to edit, click in the cell and modify the contents.
In a list item you want to delete, click on the far left cell to select the entire list item.
Press the A key to permanently remove the list item from the list.
Click Yes to confirm the deletion.
To add a new column to a list in Datasheet view
Open a list to which you want to add a new column.
Click Edit in Datasheet to display the list in Datasheet view.
Right-click on the column to the left of where you want the new column to appear, and then click Add Column in the context menu.
On the Add Column page, specify the name and setting for the new column, and then click OK.
To export a list from a SharePoint site to an Excel 2003 spreadsheet
Open a list you want to export to an Excel 2003 spreadsheet.
On the left side under Actions, click Export to spreadsheet.
If the File Download box is displayed, click the Open button.
In the Opening Query dialog box, click the Open button.
To synchronize data in the spreadsheet with the contents of the list on the SharePoint site
Edit your list in Excel 2003.
On the Lists toolbar, click the Synchronize List button.
Switch back to the list page in SharePoint, click the Internet Explorer Refresh button, and then verify changes made in Excel 2003 are synchronized with the SharePoint list.
To publish a spreadsheet to a SharePoint list by using Excel 2003
Open a spreadsheet in Excel 2003.
Click any cell within the data.
On the Data menu, point to List, and then click Create List.
In the Create List dialog box, verify the settings, and then click OK.
On the List toolbar, click the List button, and from the menu, click Publish List.
In the Publish List to SharePoint Site Wizard, in the Address box, type your site address.
Select the Link to the new SharePoint list check box.
In the Name box, type a name for the list and in the Description box type a description.
Click the Next button, and then click the Finish button.
In the Windows SharePoint Services dialog box, click the link to the new list.
To export data from an Access 2003 database to a SharePoint list
Open the Access 2003 database from which you want to export data.
In the Database window, click Tables.
Right-click the table you want to export and from the context menu click Export.
In the Export Table dialog box, from the Save as type drop-down list, select Windows SharePoint Services().
In the Export to Windows SharePoint Services Wizard on the Specify site and list information page in the Site drop-down list, type or select your site.
In the List Name text box, type a name for the list.
Leave the Open the list when finished check box selected.
Click the Finish button.
In the dialog box that appears indicating that Access 2003 has finished exporting the table, click OK.
To import data from a SharePoint list into an Access 2003 table
In Access 2003, on the File menu, point to Get External Data, and then click Import.
In the Import dialog box, from the Files of type drop-down list, select Windows SharePoint Services().
In the Import from Windows SharePoint Services Wizard on the Select a site page in the Sites text box, type in your SharePoint site address, and then click Next.
On the Select Lists page, in the Lists text box, select a list, select the Import one or more lists option, and then click the Next button.
On the Select related lists page, select the Create linked tables to selected lists option.
Click the Next button, and then click Finish.
In the dialog box that indicates the import is finished, click OK.
To link a table to a SharePoint list
In Access 2003, on the File menu, point to Get External Data, and then click Link Tables.
In the Link dialog box, from the Files of type drop-down list, select Windows SharePoint Services().
In the Link to Windows SharePoint Services Wizard on the Select a site page in the Sites text box, type your site address, and then click the Next button.
On the Select lists page, in the Lists text box, select a list, and then select the Link to one or more views of a list option.
Clear the Retrieve IDs for lookup columns check box, and then click the Next button.
On the Select views page, in the Views text box, select a view.
Click the Next button, click Finish, and then click OK.
In the dialog box that indicates the link is finished, click OK.
To remove a Web Part from a page
Open a page that has a Web Part you want to remove.
Verify that the link in the upper-right corner of the page is Modify Shared Page, indicating that you have the Web Part in shared view.
Click the down arrow on the Web Part title bar you want to remove, and from the Web Part menu, click Close, temporarily removing the Web Part from the page.
To delete a Web Part from a page
Open a page with a Web Part you want to delete.
In the upper-right corner of the page, click Modify Shared Page and from the Web Part Page menu, click Design this Page.
Click the down arrow on the Web Part title bar you want to delete, and from the Web Part menu, click Delete.
When a Microsoft Internet Explorer dialog box appears asking if you want to delete this Web Part, click OK.
In the upper-right corner of the page, click Modify Shared Page, and then click Design this Page from the Web Part Page menu.
To add a Web Part to a page
Open a page to which you want to add a Web Part.
In the upper-right corner of the page, click Modify Shared Page, point to Add Web Parts, and then click Browse.
When the Add Web Parts tool pane appears, locate a Web Part you want to add.
In the Add Web Parts tool pane, move the mouse over the icon to the left of the Web Part so that the mouse pointer changes to a four-way arrow.
While holding down the mouse button, drag the Web Part to a location on the page. As you move the Web Part, a dark blue horizontal line shows you where the Web Part will be added.
On the Add Web Parts tool pane title bar, click the Close button.
To restore a Web Part from the Web Part Page Gallery
Open a page that has a Web Part you want to restore.
In the upper-right corner of the page, click Modify Shared Page, point to Add Web Parts, and then click Browse.
On the Add Web Parts tool pane, click Web Part Page Gallery.
In the Web Part List, add Web Part to the page by dragging or using the Add button.
On the Add Web Parts tool pane title bar, click the Close button.
To customize the Content Editor Web Part
Open a page that has a Content Editor Web Part you want to customize.
Click the down arrow on the title bar of the Content Editor Web Part, and then click Modify Shared Web Part.
In the Content Editor Web Part tool pane, click the Rich Text Editor button.
In the Rich Text Editor – Web Page dialog box, enter your content. For example, you can type and format text, insert pictures, and insert hyperlinks.
In the lower-right corner, click the Save button.
Using the Content Editor Web Part tool pane, specify additional settings for the Content Editor Web Part.
In the Content Editor Web Part tool pane, click OK to close the tool pane.
To customize a SharePoint List View Web Part
Open a page that has a List View Web Part you want to customize.
On the title bar of the list view Web Part, click the down arrow, and then click Modify Shared Web Part.
In the list view tool pane below the Selected View drop-down list, click the Edit the current view link.
On the Edit View page specify settings to modify the list view, and then click OK.
Click the down arrow on the title bar of the list view Web Part, and then from the Web Part menu, click Modify Shared Web Part.
In the list view tool pane, specify additional settings for the list view Web Part.
In the list view tool pane, click OK.
To move a Web Part on a page
In the upper-right corner of the page, click Modify Shared Page, and from the Web Part Page menu, click Design this Page.
Move the mouse over the title bar of the Web Part so that the pointer changes to a four-way arrow. While holding down the mouse button, drag the Web Part to another location on the page.
In the upper-right corner of the page, click Modify Shared Page, and then from the Web Part Page menu, click Design this Page.
To create a document library to store Web Part Pages
On the top link bar, click Create.
On the Create Page page, in the Document Libraries section, click document library.
On the New Document Library page, in the Name text box, type a name for the document library.
In the Document Template section in the Document template: drop-down list, select Web Part Page.
Click the Create button.
To create a new Web Part Page
On the top link bar, click Create.
On the Create Page page, in the Web Pages section, click Web Part Page.
On the New Web Part Page page, in the Name text box, type a file name for the Web Part page.
In the Layout section select a layout.
In the Save Location section in the document library drop-down list, select the document library to which you want to save Web Part Pages.
Click the Create button.
Using Windows SharePoint Services with InfoPath 2003
To create a new SharePoint form library from InfoPath 2003
Switch to Design mode by clicking the File menu and then clicking Design a Form.
In the Design a Form pane, under Open a form in a design mode, click On My Computer.
Select an InfoPath form template, and then click Open.
On the File menu, select Publish.
In the Publishing Wizard on the Welcome page, click Next.
On the page listing the shared locations, select To a SharePoint form library and click Next.
On the next page, select Create new form library (recommended),and then click Next.
On the page to specify the location of the SharePoint site where you want to create the form library, type the URL of your SharePoint site. Click Next.
On the name and description page, in the Name box, type the name for the form library and in the Description box, type a description. Click Next.
Click Finish.
On the wizard's last page, verify that the form template was successfully published, and then click Close.
To modify the existing form library from InfoPath 2003
Open InfoPath 2003.
From the File menu, select Design a Form.
In the Design a Form pane, under Open a form in design mode, click On a SharePoint site.
In the Open from SharePoint Site dialog box, in the location box, type the URL of the SharePoint site where the existing library is located. Click Next.
On the page listing form libraries, select the form library, and then click Open.
On the File menu, select Publish.
In the Publishing Wizard, on the Welcome page, click Next.
On the page listing the shared locations, select To a SharePoint form library. Click Next.
On the next page, click Modify existing form library, and then click Next.
On the page to specify the location of the existing library, type the URL of your SharePoint site. Click Next.
On the page listing libraries you can modify, select the form library, and then click Next.
Use the Add, Remove, and Modify buttons to modify the table layout for the form library.
When finished, click Finish.
On the wizard's last page, verify that the form template was successfully published, and then click Close.
To modify an existing form library from a SharePoint site
On the top link bar, click Document and Lists.
On the Documents and Lists page, in the Document Libraries section, click the form library.
On the form library page, in the left pane, under Actions, click Modify settings and columns.
On the Customize page, in the General Settings section, to the right of the Template location, click (Edit Template). The form template opens in InfoPath 2003 in Design mode.
In InfoPath 2003 modify the form as needed.
On the File menu, click Save to save the changed form template to the SharePoint site.
To create a new form and save it to the SharePoint form library
On the top link bar, click Document and Lists.
On the Documents and Lists page, in the Document Libraries section, click a form library.
On the form library page, click Fill Out This Form. InfoPath 2003 opens the form in Fill out a form mode.
Add text to the form fields as needed.
From the File menu, select Save As.
In the Save As dialog box, in the File Name box, type a name, and then click Save to save the form to the SharePoint form library.
To edit an existing form and save it back to the form library
On the top link bar, click Document and Lists.
On the Documents and Lists page, in the Document Libraries section, click the name of your form library.
On the form library page, move the mouse over the name of the form you want to edit. Click the arrow, and then click Edit in Microsoft Office InfoPath.
In InfoPath 2003, make any edits as needed.
From the File menu, click Save.
Finding Information on the SharePoint Site
To search for content on an entire SharePoint Web site
In the upper-right corner of the Home page of the site, in the Search box, type a keyword. Then press F or click on the green Go button.On the Search Results page, browse through the results of your search and click on a link to view the entire content.
Optionally, search for another keyword directly from the Search Results page.
To search for content on a specific list
Open a list where you would like to search for content.
In the upper-right corner of the default list view in the Search box, type a keyword. Then press F or click on the green Go button.
To set up a Web folder to search
In Windows Explorer, in the Folders pane on the left, click My Network Places.
If you don't see an option to Add a Network Place, deselect the Folders button in the Windows Explorer toolbar. Click Add a Network Place.
On the first page of the Add a Network Place Wizard, click the Next button.
On the second page of the Add a Network Place Wizard, click Choose another network location, and then click the Next button.
On the third page of the Add a Network Place Wizard, type the address for the document library where you want to search. Click Next.
If prompted, enter the credentials you use to access the document library.
On the fourth page of the Add a Network Place Wizard, type the name you would like to see in Office 2003. Click Next.
Click the Finish button.
Close the Web folder and Windows Explorer.
To search for documents using the File Search option in an Office 2003 application, for example Word 2003
Open Word 2003.
From the File menu, click File Search.
In the Basic File Search tool pane, in the Search text: box, type the keywords you want to search for.
In the Selected locations drop-down list, deselect My Computer, expand My Network Places, and then select the Web folder you just created.
Click the Go button. Found documents will be displayed in the Search Results tool pane.