How to use Microsoft SharePoint

What is SharePoint?

Microsoft SharePoint is an online collaboration and document management platform. Each department within RSG has a site which they share files, just like a shared folder.

Key Features

1. Document Management
   • Upload, store, and organize documents in libraries.
   • Version control keeps track of changes to documents.
   • Co-authoring allows multiple users to edit documents simultaneously.
2. Team Sites
   • A dedicated space for a team to share files, calendars, tasks, and news.
   • Please request via ITSupport@rsg.ltd or redsnappergroup.co.uk/help.
3. Lists and Libraries
   • Lists: Track data like tasks, contacts, or issues similar to Excel.
   • Libraries: Store and manage documents and other files.
4. Permissions and Access Control
   • Share documents securely inside your organization.
   • All external request must be made via ITSupport@rsg.ltd.
5. Integration with Microsoft 365
   • Works seamlessly with Teams, Outlook, OneDrive, and Office apps (Word, Excel, etc.).
   • Use Power Automate for workflows and Power BI for reports.
6. Search Functionality
   • Powerful built-in search to quickly find documents, people, or pages.

Getting Started

1. Access SharePoint

• Go to https://rsgltd.sharepoint.com/
• Sign in with your Microsoft 365 account (RSG email).
• Bookmark the site for easier access.

2. Create a Site

• Request form ITSupport@rsg.ltd or redsnappergroup.co.uk/help.

3. Upload Documents

• Go to the Document Library.
• Navigate to the location or folder.
• Drag and drop files, or click “Upload”.

4. Share and Collaborate

• Select a file or folder > Click “Share”.
• Choose to send a link or invite people directly.
• External sharing must be requested via ITSupport@rsg.ltd.

5. Create a List or Library

• Contact ITSupport@rsg.ltd or redsnappergroup.co.uk/help.

Tips for Using SharePoint Effectively

• Use folders to keep documents organized.
• Always check before moving or deleting files.
• Check the homepage for news and updates.