How Do I Upload an Existing Document to Sharepoint?

Uploading content to SharePoint, Teams, and OneDrive

Employ harmon.ie to upload these to SharePoint, Teams, or OneDrive:

• Documents.
• Folders.
• Email messages.
• Outlook items: appointments, meetings, contacts, tasks, and posts.
• Outlook folders.

For more information nearly uploading electronic mail messages and Outlook folders, read Saving email messages to SharePoint, Teams, and OneDrive.

You can upload content using one of these methods:

• Elevate and driblet
• Upload icon

To elevate and drop items to SharePoint, Teams, or OneDrive:

1. Detect the location to which yous want to upload the documents.
2. Drag and driblet document(s), binder(s), e-mail bulletin(s), or Outlook folder(s) from your computer, or from Outlook, to:
   • A SharePoint site, certificate library, or folder, to upload them to this location.
   • A SharePoint document, to replace it with the uploaded document.
   • A SharePoint list item, to upload equally item attachments.
   • A SharePoint group header, to upload and associate the particular with that group.
   • A Teams location or folder.
     Note: If you drag an item to a Teams location without specifying the folder, it is saved in the Teams location's default folder.
   • A OneDrive folder.
3. Monitor the elevate and drop process.
4. If prompted, select a content type.
5. If the Backdrop window opens, fill up in the required backdrop, and then click Salve.
6. If prompted, bank check in the document, to make it available to all users.

To upload items to SharePoint, Teams, or OneDrive using the Upload icon:

1. Find the location to which y'all want to upload the documents.
2. Use the Upload icon () in the toolbar and select the document(south) and/or folder(due south) you desire to upload. Click Open.
3. Monitor the upload process.
4. If prompted, select a content type.
5. If the Properties window opens, fill up in the required properties, and so click Save.
6. If prompted, check in the certificate, to make it available to all users.

Notes and limitations:

• The upload process of folders is recursive: the independent items and sub-folders are uploaded.
• The drag-and-drib procedure of Exchange public folders may be extremely slow since items are downloaded individually from the Substitution server, and bandwidth for public folders may be limited past the server.
• Due to an Outlook limitation, it is non possible to upload folders that include characters which practice not lucifer your automobile locale.

To monitor and stop the upload/drag and drop process:

When particular(s) are being uploaded, you can monitor the progress in the progress bar, which appears at the bottom of the harmon.ie sidebar. From hither you lot tin see the name of the current item being uploaded and the status of the upload. To stop the electric current upload process, click the Cancel Operation icon () in the progress bar.

To select a content type:

When uploading/dragging and dropping document(s) to a document library with multiple content types, past default, the document(s) receive the default content blazon. You can configure harmon.ie to prompt you to select a certificate content blazon. In this case, a list of the available content types opens. Select the content type and click OK. The selected content blazon applies to all the uploaded/dragged and dropped items.

To set document properties:

In the following cases uploaded/dragged and dropped documents are checked out (and not visible to other users) and the Properties window opens:

• If a document library is configured with required properties that do not have a default value.
• If column validation is defined and the validation fails.
• If the Backdrop window was configured to be opened on every upload, to remind you to fill up in the document properties, whether they are required or optional.

Edit the required backdrop and/or validate the values, and then click Save.

If yous practice not make full in the required metadata, or when column validation is divers and the validation fails, you are warned about leaving the uploaded documents checked out and not bachelor to other users:

• Click Yes to close the Properties window and leave the documents checked out and subconscious from other users.
• Click No to return to the Backdrop window and fill in the required backdrop.
• Bank check Do not warn me again, if you do not want to exist warned that properties are missing.
• You lot can configure whether you want harmon.ie to warn y'all when you practice non fill in required properties.

Note: The Microsoft Office 2007-2013 file formats (.docx, .xlsx and .pptx) include metadata. When uploading an Office 2007-2013 document, the file's metadata is stored as SharePoint backdrop if the library has properties with the same names.

To check in uploaded/dragged and dropped documents:

When you upload/drag and drop documents to certificate libraries that crave checking out documents before editing, the uploaded documents are automatically checked out. These documents are not visible to other SharePoint users until checked in. harmon.ie prompts you to bank check in the documents to make them available to other users.

• Click Yes to bank check in all uploaded/dragged and dropped documents and make them available to other SharePoint users.
• Click No to exit the documents checked out and hidden from other users.
• Bank check Recollect my choice, if you do non want to exist prompted to check in documents on upload/elevate and drop. Your answer is practical to future uploads/drags and drops, with documents ever checked in automatically (if Aye was selected), or always left checked out (if No was selected).
• Yous can configure whether you want harmon.ie to prompt y'all to bank check in documents.

Notes:

• The Check In setting is global for all SharePoint sites.
• This setting also applies to scenarios where documents would be left checked out after editing document metadata.

To add together new versions or replace existing documents:

Yous tin can supplant existing document(south) (when uploading/dragging and dropping to libraries with no versioning back up), or add new versions to the document(s) (when uploading/dragging and dropping to libraries with versioning support) by uploading/dragging and dropping the document(s) to SharePoint again.

You tin can supercede a document, or add a new version, fifty-fifty when the document name has inverse.

To add new version(s) or replace document(south) with certificate(southward) with the aforementioned name(s):

• When uploading/dragging and dropping to a document library with versioning support:
  1. Upload the document(s) using the Upload icon () or using elevate and drop to the library.
  2. A dialog prompts you lot to add together a new version to the existing certificate:
     Check Add as a new version to existing document(southward) to add the uploaded/dragged and dropped document(south) equally new version(s) to the existing document(s). The contents of the new document(s) are updated, while document metadata and history are preserved.
     Uncheck to rename the uploaded/dragged and dropped document(southward). In this case, a running count is appended to the document names (for example findingpeople.doctor, findingpeople (2).doc, findingpeople (3).doc, etc).
  3. Click OK to continue or Cancel to cancel the upload/drag and driblet operation.
     When uploading/dragging and dropping multiple documents: Click Skip to skip the upload/drag and drop of the current document that already exists in SharePoint. Check Use to All to apply the selected action to all uploaded/dragged and dropped documents.
  - or -
  Correct-click the document and select Add New Version, then browse to and select the document y'all want to add.
• When uploading/dragging and dropping to a document library with no versioning support:
  1. Upload the certificate(s) using the Upload icon () or using elevate and drib to the library.
  2. A dialog prompts y'all to overwrite the existing document(s):
     Bank check Overwrite existing certificate(southward) to replace the document(s) with new one(s).
     Uncheck to rename the new document(s). In this case, a running count is appended to the certificate names (for example findingpeople.doc, findingpeople (two).dr., findingpeople (3).doc, etc).
  3. Click OK to go along or Canel to cancel the upload/drag and drop operation.
     When uploading/dragginga nd dropping multiple documents: Click Skip to skip the upload of the current document that already exists in SharePoint. Check Use to All to apply the selected action to all uploaded/dragged and dropped documents.

Note: Metadata in documents for any of the Office 2007 formats (.docx, .xlsx and .pptx) overwrites existing SharePoint properties.

To add a new version or supercede a certificate with a document with some other proper noun:

Apply this method in this scenario: you uploaded/dragged and dropped a document to SharePoint and sent information technology to someone exterior of your company for review. This person returns the revised certificate to you with another name or with a newer Office extension (for instance .docx instead of .doc). To supersede the original document and to preserve the original name, or to upgrade the document version:

• When uploading to a certificate library with versioning support:
  1. Elevate the document onto the certificate you desire to overwrite and hold for 2 seconds. A tooltip displays: Add together as a new version to <document proper name>.
     
  2. Driblet the document. The new certificate is renamed to the existing document proper noun on which you dragged this certificate, and added as a new version of that certificate.
  - or -
  Right-click the document and select Add New Version, then browse to and select the document y'all want to add.
• When uploading to a document library with no versioning back up:
  1. Drag the certificate onto the certificate yous desire to overwrite and concur for ii seconds. A tooltip displays: Overwrite <document name>.
  2. Drib the document. You are asked if you desire to overwrite the existing document. If you click OK, the new document is renamed to the existing document on which yous dragged this certificate, and replaces that document.

Notes:

• You can supervene upon a certificate using this method, if both the existing and new documents have the same file type.
• The feature of replacing a certificate with a certificate of a newer Function format (for example .docx instead of .doc) must be enabled by your ambassador.
• When upgrading the Role version, harmon.ie adds a comment to the document indicating the extension alter.
• To restore a version to its old extension, follow the directions nether restoring an old version.

To upload to a grouped location:

When Group Past is defined for a view, harmon.ie groups the SharePoint items by category.

When you drag-and-driblet items onto the group header, the items are uploaded to the location and the header value is assigned to the belongings.

Case: To assign Nomenclature to Classified, elevate the item and drop it on the Classification : Classifed grouping header.

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Source: https://harmon.ie/documentation/sharepoint/outlook/uploading

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