Uploading Documents to a SharePoint Library

You can upload Doc-To-Help documents to a SharePoint Library.See About the SharePoint Library.

  1. Open the Doc-To-Help project that contains the documents you want to share.
  2. Select the Home ribbon, and in the SharePoint Documents group click the Share button. The Document Share Wizard opens.
  3. Click Next.
  4. Choose the SharePoint Library.
  5. In the Share Documents to field, enter the SharePoint site URL. You can choose a specific folder, or create a new folder for the documents by clicking the ellipsis button and using the Select Server Folder dialog.
  6. (Optional) Your graphics and other auxiliary files (if any) will be stored to the same folder, unless you specify another location using the Specify a Custom Location for Auxiliary file Storage check box.
  7. (Optional) If you wish to upload the documents, but not have them retain any connection to SharePoint, clear the Retain SharePoint Connection check box.
  8. Click Next.
  9. Choose the documents you would like to share. If you select the Documents folder check box, a subfolder named "Documents" will be created.
  10. Click Next.

  11. Confirm your choices and click Next. The documents are uploaded.

  12. Click Finish.

    If there were graphics or other auxiliary files in the project, the Synchronize Documents dialog will display. Click OK to upload these files to the SharePoint site. (By default, they will be stored in the Media subfolder.) Once uploaded, you can close the dialog.

    In the Documents pane, the shared documents display a special document icon .

  • In the Documents window pane in Doc-To-Help, right-click on the document and choose Share Document to SharePoint Library.

Note If you change your SharePoint password after uploading documents, you will no longer be able to synchronize your documents. You can fix this by clearing your Windows credentials.

  1. In Windows, open the Control Panel > User Accounts and Family Safety > Credential Manager. (This is the path for Windows 7.)
  2. Find the SharePoint Server credentials and remove them.
  3. Restart Doc-To-Help.

You will be prompted to enter your new password the next time you try to connect to SharePoint.