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SharePoint 2010 : Creating and Managing Files - Upload a File

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11/25/2010 7:19:18 PM
Uploading a file to SharePoint is an easy process. There are three ways to do so. If you are writing a document in a Microsoft Office application, an easy way is to upload the document straight from the application by saving it directly into SharePoint.

If the file you want to upload is not an Office file, or if you prefer to upload the file without opening it in an Office application, you can upload the file using the web interface with your Internet browser.

The third option, which is a bit more advanced, enables you to upload the file to a library as if that library were a folder on your computer. This method is known as using web folders, and it requires that some components be installed on your machine. When these components are installed, web folders are easy and efficient to use.

Upload a File from the Web Interface

To upload a file from the Web interface using your web browser, browse to the library to which you want to upload the file, and then go to the folder where you want to put the file. If you have the required permissions to add files to the folder, the Documents ribbon shows an Upload Document button. Some document libraries also have an Add Document link at the bottom of the list of documents.

You can use the Upload Document button in the ribbon as a regular button (just click the button) or as a drop-down menu to show more options for uploading, such as the option to upload multiple files, as shown in Figure 1. This option, available only for users of Microsoft Internet Explorer, will open a different dialog window, which is explained at the end of this section.

Figure 1. The Documents ribbon with the Upload Document button and the Add Document link.


Clicking the Upload Document button or the Add Document link opens the Upload Document dialog, where you can choose a single file by using the Browse button (see Figure 2).

Figure 2. The File Upload dialog, with the Upload Multiple Files link that enables you to upload many files at once if you have the right Microsoft Office components installed on your machine.


If you are using a compatible browser and have the required components, the option in the Upload Document dialog to upload multiple files using the Upload Multiple Files link becomes available. This button redirects you to the same dialog you would have opened if you had clicked Upload Multiple Documents from the Upload Document drop-down menu.

If you selected a single file, click OK to commit the upload. This process can take a while, depending on the speed of the network, the size of the file, and the load on the server.

When the upload is done, depending on the setup of the document library, you might be prompted for properties for the file and see a Save button (see Figure 3).

Figure 3. After the file is uploaded, you might be prompted for more information about the file. In this example, you are asked for information for the Title and Products columns.


Note

If you change your mind about uploading the document at this stage, you have two choices available in the dialog’s ribbon: Cancel and Delete. If you cancel, the document is still in the document library, but it stays checked out to you as a draft document. If you choose Delete, the document is removed from the document library.


If the library supports multiple content types for files, you might have to select what content type this file belongs to, and that may change the properties that you are asked for (see Figure 4).

Figure 4. The properties entry screen when the Presentation content type is selected.


If you selected to upload multiple files, you have two options for the interface. The default dialog that comes up allows you to drag and drop files and folders to the dialog window. After you drag the files, the dialog shows the list of files that are to be uploaded (see Figure 5). To add more files, you can continue to drag and drop into the dialog until you have all the files you want in the page. To remove a file, click the Remove link in that file’s row. Click OK to finish uploading the files. The dialog then uploads each file and updates the status in that file’s row to Done when the file has completed uploading. Finally, the dialog shows that it has completed uploading all the files (see Figure 6).

Figure 5. Uploading multiple documents by dragging and dropping.


Figure 6. The Upload Multiple Documents dialog after it has finished uploading.


The second option you have is to browse for the files you want to upload. To use this option, click the Browse for Files Instead link in the Upload Multiple Documents dialog. A dialog appears, in which you can browse for files and select them. When you use this method, you are not asked for properties for the files, and the files are all uploaded but not checked in to the document library. You still need to check in each file that you uploaded and set the properties for each one separately.

Of course, if check-in is not required on the document library in question, you don’t need to check in the files, but setting the properties (for example, the titles for the files) might be a good idea.


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