Search This Blog

Wednesday, May 5, 2010

Viewing your SP 2007 files using Outlook 2010

You can connect a list/library on SharePoint 2007 to your Outlook 2010. Doing so will allow you to
  • preview document from Outlook
  • post reply to discussions via Outlook
  • search within the connected list/library using Outlook Instant Search
  • it enables offline access and editing

Synchronise items to Outlook


Step 1 Navigate to a SharePoint library or list that you want to sync with Outlook.

Step 2 Click on Actions from the toolbar and select Connect to Outlook.



Step 3 A windows will pop up requesting for permission to access Outlook, click Allow.



Step 4 The library is now connected to Outlook and can be found in your left navigation pane in Outlook under SharePoint Lists header.



Preview Document


Select the document from the connected list in Outlook and the document content will be shown in the Reading Pane.




Offline access and editing
SharePoint

Documents that you have edited will have an icon to indicate that the changes have not been saved to SharePoint.



Step 1 Double click the document to open it

Step 2 Click on File and select Check In

Step 3 Select the type of check in and enter comments pertaining to the changes made to this document and click OK.



Check in your offline document onto SharePoint

Step 1 Double click the document in Outlook to open it.

Step 2 Click on Edit Offline



Step 3 A pop up box will appear providing information on where your document will be stored when it’s being edited offline. Click OK to proceed.



Step 4 Make your changes and save the document.

No comments:

Post a Comment