How To Change View In Document Libraries In SharePoint 2013

SharePoint 2013 offers users the ability to customize the way document libraries are viewed, allowing for a more personalized and efficient user experience. To change the view in document libraries, follow these simple steps:

  1. Add a document library to a page by going to the page where you want to add the library, clicking Edit at the top right of the page, and selecting Document Library from the list of web parts.
  2. Edit the web part by clicking Edit web part on the left side. You can change the Document library, the View of your library, and the size. You can also display a specific folder in the library by entering the folder name.
  3. Click Apply when you’re done and then click Publish at the top right of your page.
  4. To view documents as a list or as tiles, users can click the right of the toolbar in the library and select Details or Tiles.
  5. To add new or upload documents, users can drag them into the library from another location or use the toolbar to click + New and select Folder or a document type, or click + Upload and select Files or Folder.
  6. When a file is selected, users can download, rename, delete, or pin it to the top of the library for easy access.
  7. Users can also sort, filter, or group items within the document library web part by clicking the down arrow next to the title of the column they want to sort, filter, or group, and selecting the desired action.

Note: There may be some limitations or issues with per-location view settings in SharePoint 2013, where folders may not be displayed in the assigned default views. To resolve this, you can activate the Metadata Navigation and Filtering feature and configure the views for specific folders in the library settings.

Overall, changing the view in document libraries in SharePoint 2013 allows users to customize the display and organization of their files and folders for an enhanced user experience.

Adding and Editing Document Libraries in SharePoint 2013

The first step to changing the view in document libraries is to add and edit the libraries themselves in SharePoint 2013. This can be easily done by following a few simple steps.

  1. Add a document library to a page by going to the desired page, clicking on the “Edit” button at the top right, and selecting “Document Library” from the list of web parts.
  2. Edit the web part by clicking on “Edit web part” on the left side. Here, you can modify the Document library, the View of your library, and the size. You can also display a specific folder in the library by entering the folder name.
  3. Once you have made the necessary changes, click on “Apply” and then “Publish” at the top right of the page to save your modifications.

To view documents in different formats, users can click on the toolbar in the library and select either “Details” or “Tiles” to display the documents as a list or as tiles, respectively.

When it comes to adding new or uploading existing documents, users have multiple options. They can simply drag and drop the files into the library from another location, or they can use the toolbar to click on “+ New” and select either “Folder” or a specific document type. Alternatively, they can click on “+ Upload” and choose to upload individual files or an entire folder.

Furthermore, users have the ability to perform various actions on selected files within the library. By selecting a file, they can download it, rename it, delete it, or even pin it to the top of the library for easy access.

Sorting, Filtering, and Grouping Items

Users can also sort, filter, or group items within the document library web part, allowing for better organization and easier navigation. By clicking on the down arrow next to the title of the desired column, users can choose to sort, filter, or group the items based on their preferences.

It’s important to note that there may be limitations or issues with per-location view settings in SharePoint 2013, where folders may not be displayed in the assigned default views. To resolve this, activating the Metadata Navigation and Filtering feature and configuring the views for specific folders in the library settings can be beneficial.

In conclusion, by understanding how to add, edit, and customize document libraries in SharePoint 2013, users can change the view and organize their files in a way that suits their needs, enhancing overall user experience in the process.

Table:

Action Procedure
Add a document library Go to the desired page, click on “Edit,” and select “Document Library” from the web parts list.
Edit the library Click on “Edit web part” and make the necessary changes to the Document library, the View, and the size.
Display a specific folder Enter the folder name in the appropriate field.
Save the changes Click on “Apply” and then “Publish” to save the modifications.
Change the view Click on the toolbar and select either “Details” or “Tiles” to view the documents accordingly.
Add or upload documents Drag and drop files, or use the toolbar to click on “+ New” or “+ Upload” and follow the prompts.
Manage selected files Select a file to perform actions such as downloading, renaming, deleting, or pinning it to the top.
Sort, filter, and group items Click on the down arrow next to the column title and select the desired action.

Customizing Views and Organizing Files in SharePoint 2013

Once the document libraries are added and edited, users can customize their views and organize their files in SharePoint 2013. Customizing the view allows users to tailor how their documents and folders are displayed, making it easier to find and manage information. Additionally, organizing files within document libraries ensures a more efficient and structured approach to file management.

One way to customize the view is by selecting between the “Details” and “Tiles” options. The “Details” view presents documents as a list, displaying relevant information such as file name, modified date, and file size. On the other hand, the “Tiles” view showcases documents as visually appealing tiles, making it easier to identify files based on their thumbnail. By choosing the preferred view, users can optimize their workflow and align it with their specific needs.

In addition to view customization, SharePoint 2013 provides various options for organizing files within document libraries. Users can sort documents by clicking the down arrow next to the column title they want to sort by, such as name, date modified, or file type. This feature enables users to quickly arrange documents in their desired order, enhancing accessibility and productivity.

Furthermore, SharePoint 2013 allows users to filter and group items within document libraries. By clicking the down arrow next to the column title, users can filter documents based on certain criteria, such as author or file type. This functionality enables users to refine their search results and locate specific files more efficiently. Additionally, users can group documents by dragging the column header to the top of the library, creating a hierarchical organization based on selected criteria.

Action Description
Download Allows users to download the selected document to their local machine.
Rename Enables users to change the name of the selected document.
Delete Allows users to permanently remove the selected document from the library.
Pin to Top Enables users to keep the selected document at the top of the library for quick access.

In conclusion, SharePoint 2013 offers robust tools for customizing views and organizing files within document libraries. By selecting the preferred view and utilizing features such as sorting, filtering, and grouping, users can enhance their file management experience and improve workflow efficiency. These functionalities empower users to easily locate, access, and manage their documents, ultimately contributing to a more streamlined and productive work environment.

Advanced Options for Viewing and Managing Documents in SharePoint 2013

SharePoint 2013 offers users a range of advanced options for viewing and managing documents within document libraries, providing a seamless and efficient document management experience. Whether you need to customize the display, organize your files, or perform specific actions on documents, SharePoint 2013 has you covered.

One of the key features is the ability to change the view of your document library. Users can switch between a list view and a tile view to suit their preferences. Simply click on the right side of the toolbar in the library and select either “Details” or “Tiles” to change the view. This flexibility allows for better visual representation and easier navigation through the library’s content.

Additionally, SharePoint 2013 enables users to add or upload new documents effortlessly. Drag and drop files from another location directly into the library, or use the toolbar to click the “+ New” button and select the desired document type. Alternatively, click “+ Upload” and choose to upload individual files or entire folders. This streamlined process ensures efficient document organization within the library.

Furthermore, SharePoint 2013 provides various management options for selected documents. Once a file is selected, users can download, rename, delete, or even pin it to the top of the library for quick access. These advanced document management features save time and enhance productivity.

It’s also worth mentioning that SharePoint 2013 allows users to sort, filter, and group items within the document library. With a few clicks, users can rearrange the files based on specific criteria such as name, date, or author, making it easier to find and work with the desired documents.

Please note that in some cases, there may be limitations or issues with per-location view settings in SharePoint 2013, where folders may not be displayed in the assigned default views. To resolve this, users can activate the Metadata Navigation and Filtering feature and configure the views for specific folders in the library settings.

In conclusion, SharePoint 2013 offers an array of advanced options for viewing and managing documents within document libraries. By leveraging these features, users can tailor their document management experience, improving organization, efficiency, and overall productivity.

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