GETTING STARTED WITH SHAREPOINT
A STEP-BY-STEP GUIDE

LOG IN TO
MICROSOFT ONLINE
 Go to office.com
 Using your Outlook email and password, sign in

THE MICROSOFT
OFFICE 365 HOME
PAGE
 This is where you can access all the applications that are available to
you through your Outlook account.
 On the left, there are icons with the different applications that are
already set up on your account.

DIRECT ACCESS TO
SHAREPOINT
 Some accounts will have
Sharepoint installed on their
Office homepage. This is based on
the type of Microsoft account that
was set up for you.
 If you see the Sharepoint logo,
you can use that link to go to the
Sharepoint homepage where you
can see all the Sharepoint groups
you are a part of.
 If you don’t see the Sharepoint
logo, don’t worry. You can still
access the site.

OPEN OUTLOOK – YOUR NEW EMAIL ACCOUNT
Your email
account
Shared email account for
everyone in your group

ACCESSING YOUR GROUP’S SHAREPOINT
Sharepoint

CREATE A BOOKMARK
 Use the shortcut keys “CTRL” + “D”
to create a bookmark

ADD A LINK TO YOUR DESKTOP
 Use the “Share” button in the address bar to
create a desktop link

QUICK LINKS
 On the home page, the
Quick Links section will take
you to the pages that will be
used most frequently.
 Links to the Recap, Inventory
and Summaries folders will
help keep you organized and
the information more
accessible.
 The Beer and Wine Check
Tracker and Check Request
are for those locations in WA
that require Blank checks for
their Beer and Wine vendors.

NEWS
 On the home page, the
News section will have
local news information
relevant to the restaurant
industry as well as any
relevant company
announcements.

CALENDAR
 Scrolling down on the
homepage will reveal the
group calendar.
 This calendar contains the
information for the month
end and week end dates.

NAVIGATION BAR
 The left hand side of the page has a navigation bar that has
other resources you may need.
 “Documents” are all the files that are shared with the group.
You’ll find recaps, inventory lists, summaries and more stored
here.
 “Employee Onboarding” will take you to a list that has the step-
by-step process to add a new employee.
 “Check Tracker” is where the list of the Beer and Wine checks
written for Bellevue and Issaquah can be maintained.
 “Check Request” contains a form that Bellevue and Issaquah can
use to request checks from the main office for Beer and Wine
vendors.

NAVIGATION BAR CONTINUED
 “COVID-19” resources contains important updates, mandate
information, and a place to upload any required documentation.
 “Training Resources” contains the files that you may need to
train someone, based on location.
 “Notebook” is a Microsoft tool that the group uses to brainstorm
and collaborate.
 “Pages” will take you to a directory of the entire site. DO NOT
DELETE ANYTHING FROM THIS PAGE.
 “Questions” is a place that you can submit any questions or
issues and it will go straight to Tiffany.

DOCUMENTS
 The quick links on the home
page will take you directly to
the folder that you need. This
is another way to access those
same folders.
 This is a centralized location
for everything else on the site.
 If you use OneDrive on your
computer for file storage (like
Google Drive) you can add
shortcuts to these folders and
make it easier to access
regularly.

CHECK TRACKER
 When a blank check is written for a location it is added to the group’s
list to keep track of when it was written and totals so they can be
logged.
 When someone fills out a check, they will add information to “Written
for” “Amount” change “Status” to “Written” and update the “Date
Written On”

CHECK REQUEST
 To simplify how Bellevue and Issaquah
request checks, select the vendors that you
need from the list and hit submit.

COVID-19
RESOURCES
 This page’s purpose is to
facilitate up-to-date information
about the ongoing COVID-19
pandemic.
 The “Mandates” folder contains
the local mandates as well as
any required signage.
 “Employee files” is a folder to
store any required vaccination
information.
 “Employee Wellness Logs” can
be used to store any required
logs in conjunction with COVID-
19.

TRAINING
RESOURCES
 This page will change as we
collect more information.
For now, it contains the
folders for storing the
information about training
managers and employees
from the different
locations.
 Eventually, we plan to use
this page to share recipes
instructions as well, so
everyone has access to the
same instructions.

NOTEBOOK
 Notebook is a place to store
information and brainstorm
ideas. This tool could be used
to collect, share and discuss
information.

BREAK LOGS
 One of the most important new aspects of the
Sharepoint site is maintaining thorough files of the
break logs per location.
 On the home screen, there is a Quick link to take
you to the folder where the break logs are collected.
It is broken down by months.
 You can upload information to this folder 2 different
ways:
 Add the file to your computer, then drag and drop it into
the appropriate folder
 Use the “OneDrive” app on your phone to access the folder
and then scan directly from the app.
 I highly recommend getting the OneDrive app for
your phone. It makes it so easy!

ONEDRIVE APP
 The OneDrive app is available for both
Apple and Android phones.
 Download the app and sign in using your
Microsoft account information.
 Tap on the Camera Icon to open the
scanning tool.

SCANNING IN THE ONEDRIVE APP
 Follow the prompts to scan your document. You can adjust the
document edges and add a filter to make it more visible, if you
want.
 When you are done, you will see this screen where you can
choose where to save the file.
 Select your SharePoint group, then click “Documents” then
“Employee Files” then “Break Logs” then your store and the
appropriate month.
 Click “Save here”
 Don’t worry about changing the name of the file, because the
format is already set to save as the date uploaded!