Shared Files in SharePoint

What's Changing

Your dealership's Google Shared Drives are becoming SharePoint sites. This is where your team's shared documents, templates, and resources live.

Think of it this way:

• OneDrive = your personal locker (just for you)
• SharePoint = the shared filing cabinet (for your team)

What Stays the Same

• Team files are still shared - everyone on your team can still access the same documents
• Permissions - only people with access can see shared files
• Real-time collaboration - multiple people can edit a document at the same time
• Version history - you can always see who changed what and go back to older versions

How SharePoint is Organized

Each dealership (or department) gets its own SharePoint site. Inside each site, you'll find:

• Documents - the shared file library (this is where your Shared Drive files went)
• Pages - information pages for your team (like an internal website)
• Lists - for tracking things like tasks or inventory

Finding Your Team's Files

From Your Browser

1. Go to your SharePoint site (your manager or IT contact will share the link)
2. Click Documents to see the shared file library
3. Browse folders just like you did in Shared Drives

From Teams

1. Open Microsoft Teams
2. Go to your team's channel
3. Click the Files tab at the top
4. These files are stored in SharePoint behind the scenes

From OneDrive

1. Open OneDrive
2. Look in the left sidebar for Shared Libraries
3. Your team's SharePoint document libraries appear here

Google Shared Drives to SharePoint - Quick Comparison

Working with Shared Files

Opening a Shared Document

• Click the file to open it in your browser
• Or click the three dots and select Open in Desktop App for the full desktop experience

Uploading Files

1. Navigate to the right folder
2. Click Upload or just drag and drop files from your computer

Sharing a SharePoint File with Someone Outside Your Team

1. Right-click the file and select Share
2. Enter their email address
3. Set whether they can Edit or View
4. Click Send

A Dealership's SharePoint in Practice

Here's what a typical dealership SharePoint document library looks like:

• Service Templates - inspection checklists, warranty claim forms, customer handover documents
• Sales Documents - price lists, follow-up templates, financing paperwork
• HR & Policies - employee handbook, safety procedures, dress code
• Inventory Reports - monthly stock reports, incoming vehicle lists
• Marketing - flyers, event materials, showroom signage templates

The benefit of keeping these in SharePoint: everyone uses the latest version. When the inspection checklist gets updated, the whole service team gets the new one immediately. No more emailing files back and forth.

Who Manages the SharePoint Site

Site owners (usually your manager or IT) control the structure and permissions:

• They decide which folders and document libraries exist
• They control who has access and what level of access (view only, edit, full control)
• They can add new pages, lists, and resources

If you need something changed - a new folder, a new document library, or access for a colleague - ask your manager or contact IT. Regular team members can upload and edit files but can't restructure the site.

Sync SharePoint to Your Computer

You can access SharePoint files directly from File Explorer without opening a browser:

1. Open your SharePoint document library in the browser
2. Click the Sync button in the toolbar
3. OneDrive will add the library to your File Explorer
4. The files now appear alongside your personal OneDrive files, clearly labeled with the team/site name

This is especially useful if you work with shared files daily - no need to open a browser every time.

Document Templates

Store commonly used forms and templates in SharePoint so the whole team always uses the current version:

• Vehicle inspection checklists
• Customer delivery forms
• Sales quote templates
• Service appointment confirmations

When someone needs one, they grab it from SharePoint rather than using a personal copy that might be outdated.

File Retention and Recovery

Files in SharePoint are protected:

• Accidentally deleted a file? Check the SharePoint Recycle Bin - files stay there for 93 days
• Need an older version? Right-click > Version history to see and restore previous versions
• Someone left the company? SharePoint files stay exactly where they are - they belong to the team, not the individual
• Backup: SharePoint is backed up and retained per company policy. Your files are safe

Tips for Dealership Staff

• Bookmark your dealership's SharePoint site for quick access
• Don't move files out of SharePoint into OneDrive - shared files should stay shared. If you need a personal copy, download it
• Use the Sync button to access SharePoint files directly from your computer's File Explorer
• Edit in the browser for quick changes, or click "Open in Desktop App" for full Word/Excel features
• Your manager will let you know which SharePoint site your team uses

Need Help?

1. Ask your manager which SharePoint site your team uses
2. Contact your dealership IT contact
3. Email the CanadaOne IT team at helpdesk@canadaoneauto.com