Work with documents on SharePoint

You can work on Microsoft Office documents that are on a Microsoft SharePoint 2010 or SharePoint Online site—even when you're away from your computer—by using Microsoft SharePoint Workspace Mobile. It's already on your phone. Just go to the Office Hub to get started.

Notes: 

  • In some organizations, you can only access a SharePoint 2010 site if you’re connected to the organization’s internal Wi-Fi network. For more info about connecting to Wi-Fi, see Connect to a Wi-Fi network.

  • You can access documents that are on a SharePoint Online site at any time using a cellular data or Wi-Fi connection. SharePoint Online is available with Microsoft Office 365.

  • To learn more about SharePoint, visit the Microsoft SharePoint website.

To open a SharePoint site for the first time on your phone

  1. In the App list, tap Office Office icon .

  2. Flick to Places, and then tap New New place icon .

    If you already signed in on your phone with a Microsoft Exchange or Microsoft Office 365 account that includes SharePoint Online, your SharePoint team site may already appear in Places. Just tap the team site to open it. For more info about setting up email accounts on your phone, see Set up or delete an email account.

  3. Type the address for a SharePoint site, document library, or folder, and then tap Go Go icon on the keyboard. Make sure you include http:// or https:// at the beginning of the address.

    If you have an Exchange email account set up on your phone, SharePoint will try to use that user name and password information to sign in to the SharePoint site. If you don't have one set up on your phone, you'll be prompted to enter your user name and password.

  4. If you're prompted to sign in, do one of the following:

    • If the Microsoft Office 365 sign-in page appears, type your user ID in the corresponding box, type your password in the Password box, and then tap Sign in.

    • If the Site screen displays, type your user name in the User name box, type your password in the Password box, and then type the domain for your account in the Domain box. (For example, if you log on as "contoso\kevinc" at work, you'd type contoso for the domain name.) Tap Done.

Note:  To add and open another SharePoint site later, in Places, tap New New place icon . On the Add SharePoint site screen, type the SharePoint site address (including http:// or https://), and then tap Go Go icon on the keyboard.

To browse a SharePoint site

  1. In the Office Hub, flick to Places.

  2. Tap the SharePoint site, document library, or folder that you want to browse.

  3. To go up one level in the SharePoint site, tap Up Up icon .

  4. To open the SharePoint site in your phone's web browser, tap More More icon > Open in browser.

  5. To add a folder that you use a lot to Places, tap More More icon > Add to places.

Tip: Is there a document library on SharePoint that you use a lot? Pin it to Start, so you can get to it with one tap from the Start screen. Tap and hold the document library, and then tap Pin to start.

To search the SharePoint site for a document

  1. In Places, tap the SharePoint site, document library, or folder that you want to search.

  2. To search for a document in the current view, tap Search Search icon . In the Search box, start typing the document name, and then tap the document when you see it.

  3. If no matches are found in the current view, tap Search for documents on [serverName] to search for the document on the SharePoint site.

  4. Tap the document to open it on your phone.

To open and edit an Office document on a SharePoint site

  1. In Places, tap the SharePoint site, document library, or folder that has the document you want to open and edit.

  2. Tap the document to open it. It can be a Word document, Excel workbook, or PowerPoint presentation.

    A copy is downloaded to your phone.

  3. Make and save your changes as you normally would.

    The changes you make will be saved on the SharePoint site. If the document is in a shared location on the site, other people in your company or organization can open the document and see your changes.

Note: You can also tap a OneNote notebook that's on a SharePoint site to open it and make changes in OneNote Mobile.

To resolve a conflict

A conflict can occur if you're editing a document from your phone, and then you try to save your changes after someone else has also made changes to the same document on the site. When this happens, you'll need to resolve the conflict before you can save the document back to the SharePoint site.

  1. If the Can't upload message box is still displayed, tap OK.

  2. In the Office Hub, tap and hold the document that has the upload error underneath it, and then tap View status.

  3. Tap Resolve on the Upload status screen.

  4. On the Conflict resolution screen, do one of the following:

    • To update the document on your phone with the latest copy from the SharePoint site, tap Replace item on phone, and then tap Refresh copy. Warning—the changes you made to the document on your phone will be lost.

    • To save the copy of the document that's on your phone to the SharePoint site, tap Replace item on server, and then tap Refresh copy. Your copy will be saved to the SharePoint site and will overwrite the current version that's on it.

    • To keep both versions of the document, rename your copy of the document on your phone. Tap Save as, type a file name in the File name box, tap the Save to box, tap the place you want to save it to, and then tap Save. Your version will be saved where you specified, and the other edited version will be on the server.

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