Uploading a File to SharePoint

Purpose: This SOP outlines the steps to upload a file to SharePoint to ensure consistency and accuracy.

Scope: This procedure applies to all employees who need to upload files to SharePoint.

Procedure:

1. Access SharePoint:

   • Open your web browser and navigate to the SharePoint site where you want to upload the file.
   • Log in with your credentials if prompted.

2. Navigate to the Document Library:

   • Once logged in, go to the specific document library or folder where you want to upload the file.
   • You can find the document library in the left-hand navigation pane or by using the search bar.

3. Upload the File:

   • Click on the "Upload" button, usually located at the top of the document library.
   • Select "Files" from the dropdown menu.
   • A file explorer window will open. Browse to the location of the file you want to upload, select it, and click "Open."

4. Verify the Upload:

   • After the file is uploaded, it will appear in the document library.
   • Check to ensure the file is correctly uploaded and is accessible.

5. Add Metadata (if applicable):

   • If your organization uses metadata, click on the uploaded file to open its properties.
   • Fill in the required metadata fields and save the changes.

6. Notify Relevant Parties (if applicable):

   • If the uploaded file needs to be reviewed or used by others, notify the relevant parties via email or Teams.

Notes:

• Ensure the file name is clear and descriptive.
• Avoid uploading duplicate files.
• Follow your organization's file naming conventions and retention policies.

Revision History:

• Version 1.0: Initial SOP created on [9/19/2024].