After yesterday’s post about the new site contents in Office 365, today the new document library look and feel. It has been around for a little longer now and I’m starting to get used to it a little bit. The main issue of course is still navigation around. Once you visit a document library how do you get back to your intranet or even more important how do you get back to your sub site.

Document Library

Earlier I already described the views menu, so I ‘m going to skip that now.

New Document

In the New document menu there are still the options to create a folder and all sorts of Office files.

NewDocument

But the Link seems to be new. When clicking on the new link a form appears asking the user to add a link offering recent documents.

Link

Well this is an improvement. How often would you like a document to appear in two locations? Even though you know that documents shouldn’t have multiple copies. Now you can just add a link.

link2

As soon as the link is created a .url file is added to the library. Note that the link still needs to be checked in.

So what can we do with this link? I tried the download option. What should I expect to happen. just the .url file or the actual document?

The .url file appears.

linkfileDownloaded

When I check the file properties, I’m finding the url to my document.

FileProperties

So what else can you do with this link. Well I went back to my SharePoint library and clicked on the link. The document is now opened in Word. So it works just the same way as my actual document.

Upload

the upload link in the menu still does the same as before. So nothing new.

upload

Sync

The sync option helps a user setting up OneDrive for Business Synchronisasync1Synction.

Clicking on the Sync link give a few short dialogs. The first dialog simply click on the Sync now to synchronise the current library.

If a library hasn’t been synchronised before then an additional dialog will appear confirming that you want to synchronise the library.OnedriveSync1

Once the library has been synchronised OneDrive for Business will respond with a “Your files are syncing as we speak” Message.

 

 

OnedriveSync

 

 

 

 

 

Quick Edit

The quick edit options haven’t really changed at all giving the user still the easy way to update many list items. Maybe it is time to apply the new look and feel to lists as well.

quickedit

Library Settings

Library settings can now be found in the Cog Menu:

LibrarySettingsMenu

 

Navigation

Then now the major pain point, navigation. There is no global navigation or local navigation within my library. Even though my actual site does have these configured. I have found the easiest way, simply navigate back to the site by clicking on the site logo within the library. After that you can use your normal navigation options again.

 

Uploading your Metadata

When you upload a new document there isn’t a form that you can fill in anymore. Or at least it isn’t presented to the user o upload.

When you select the uploaded document and then click on the i icon at the right top you will find  form that appears.

Form

It’s a bit hidden away but the form is still there.

RecentActivityIn the information panel you can also find recent activity on the document and other information like who the document is shared with.

 

 

 

 

 

 

 

Other Document Controls

When you select a document the menu will change quite a bit:

menudoc

You can now:

  • Open the document either in Word or in Word Online
  • Share a document with a colleague or external user
  • Get a link to the document
  • Download the document
  • Delete the document
  • Pin the document to the top. Creating favourite documents in the library
  • Move documents to a different location
  • Copy documents to a different location
  • Rename documents
  • View the version history
  • Checkout/in the document
  • Set up an alert on the document

As you’ve noticed Nintex managed to add their application to the menu. So who told you couldn’t have custom menu options in the new look document library.

 

Pinning documents

One of the options mentioned  above is pinning documents to the top of your library. Maybe this is an interesting option when there are many documents in your library.

Pinned document

But it could even get better if you create a link to a document in a different library and then pin that link. you will then find that you can point users to documents in different libraries.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

By Pieter Veenstra

Business Applications and Office Apps & Services Microsoft MVP working as a Microsoft Productivity Principal Consultant at HybrIT Services. You can contact me using contact@veenstra.me.uk.

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