How to Create SharePoint Sites

Microsoft SharePoint Sites:

1. Sign into Office365

2. Click on App Launcher Icon located in Top Left

3. Click on SharePoint Icon

4. Make sure you have the following screen after clicking onSharePoint

Teams Site

How to Create Teams Site

1.Click on Button Create Site

2. Select Teams Site

3. Enter Details

4. You can add members now or later

5. Click on finish

Teams Site Interface:

Link up with Microsoft Teams

Just click on the pop-up notification to link Teams Site with Microsoft Teams.

It will automatically fetch all the chats, channels and documents.

Communication Site

How to Create Communication Site

1. Follow the same steps and click on Communication Site when it comes to an option create asite.

From here to onward all the points are applicable on both of Sites.

Site Customization

Site Information

1. To update site logo

2. To update Site Name

3. To update Site Description

4. & To Delete Site

We can implement these things on any sites.

Edit Site

1. Click on Edit

2. Click on any area, then click on the Penicon

1. New screen populated now you can make following changes:

a. Link the site

b. Can Change the title

c. Background Image

1. To add a new section just click on + icon at the left

Site Documents

Folder Hierarchy

1. Open Document page from Navigation bar.

2. Click on new

3. Select folder and create according to the needs.

4. Create a Hierarchy so that we can apply flows.

Assign Policy

1. k on share Button located at home page of Site.

2. Click on Share

3. Pop-up window appears where you can assign policy by assigning users for the roles of Full Control, Read Only &Members

Flow

To apply a flow, create a folder hierarchy in which

1- If a document is placed in "Scanned Original Document" folder make it text searchable and place it in Scanned "OCR Searchable Documents"

2- If a document is placed in "Pre-Approved Document" folder send it site approver and place it in Scanned "Approved Documents"

Click on three doted buttons:

1. Select Integrate

2. Select Power Automate

3. Select Create a flow

4.You will see many flows but for the above case choose Start an approval for new file to move it to a different folder.

In Site Address: Select the Site In Folder Id:

Select the folder 2.

Used to assign someone who can approve the document and move to the respective folder

3.1

3.2

Flow Impact

In this flow whenever a file is upload or created in PRE-APPROVE folder it will send an approval email to assign user in which he/she will approve it and then it automatically moves to the APPROVED FOLDER

1. Create or upload a document in PRE-APPROVE

Here we create a file name as TEST

After few seconds, an email is triggered for approval

Approved Folder:

Now click on approve and add comments if you want to: After approval

Meta Data

1. Click on Add Column

2. Select More

1. Type a column name

2. Choose type

3. Select YES if you want to make the column information mandatory.

4. Click on Ok and go back to Documents page

Signature:

1. Open Documents Page

2. Click onDocu Sign

3. After clicking on DocuSign, a new tab open

1. Create account if you are new or log in if you are existinguser

Interface of DocuSign

1. Click on Signature button

2. Drag and drop it to the position you wants to

3. Click FINISH

Site Settings:

Site permissions

To grant permissions to the user for the roles of

Edit

Fullcontrol

Read

Click on Grant Permissions Button

Click on Invite People and assign roles respectively

Look and feel

Theme:

You can change or customize the theme according to the requirements

Header:

In header:

Layout means the style of navigation bar

Background effect changes the color according to the selected theme

Navigation:

Site navigation visibility and also, we can change menu styles as well

Footer:

You can add Logo / Display name also you can update the Background Color and layout of a FOOTER.