In Library settings → Versioning settings, turn on Require content approval for submitted items. New or edited files move into a Pending state — visible only to approvers and the author. Approvers open the file → three dots → Approve/Reject, add a comment, and the...
In Library settings → Views, click the view you want → tick Make this the default view → OK. All visitors land on this view unless they switch to a personal one. Pre-filter by current year or Active status so the library feels curated rather than a dump of every file...
In Library settings → Column default value settings (under General Settings), select a column and enter a default value. Every new file uploaded to that library — or to a specific folder within it — inherits the value automatically, reducing the manual tagging your...
Go to Library settings → Columns → click the column name → set Require that this column contains information to Yes → OK. Users uploading or editing files will be prompted to fill in the value before SharePoint lets them save — good for enforcing Department or Project...
Select the file → three dots → Pin to top. The document moves into a highlighted section at the very top of the library with a pin icon. Only one item can be pinned at a time per library — pinning a second file unpins the first.
In the library, click the View options menu (top right, next to the grid icon) → Create new view. Set your filters, groupings, and visible columns, then save it as a Personal view so it only affects what you see. Switch between views from the same dropdown at any...
Go to the SharePoint site → click Recycle bin in the left navigation. Files stay here for 93 days, then move to a second-stage bin only admins can access. Select the file and click Restore to return it exactly where it came from, version history and all.
Select the file in the library → three dots → Check out. A green arrow icon appears and only you can edit it until you select Check in (to save your changes) or Discard check out (to undo them). Useful for long documents where you don't want mid-edit changes from...
SharePoint co-authoring works out of the box — just open a file from the library and others can open it simultaneously. Make sure files are in the modern format (.docx, .xlsx, .pptx) and that no one has the file checked out.