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The SharePoint Shepherd's Guide for End Users - Book of training, resources, tools, and knowledge for users and for corporate management

The SharePoint Shepherd's Guide for End Users - Book of training, resources, tools, and knowledge for users and for corporate management

2013 Guide

Shepherd's Guide Cover

The SharePoint Shepherd's Guide: 2013 Corporate Edition (Tutor)

The Ultimate Online Guide for SharePoint 2013, SharePoint Online, and Office 365

The SharePoint Shepherd’s Guide for End Users: 2013 Corporate Edition (Tutor) is the solution you need to help your users be effective, reduce your help desk calls, and improve adoption in SharePoint on premises, SharePoint Online, Office 365, or a private cloud.

Many organizations are struggling with a way to help their users become effective with SharePoint. The organization has spent a great deal of money implementing SharePoint and now is struggling with frustrated users and climbing support calls. The Shepherd’s Guide helps by leveraging research about how people learn and expertise in instructional design to provide the best materials to make the SharePoint experience better.

The Shepherd’s Guide is a set of over 120 how-to step-by-step instructions for doing the tasks that users need to know how to do most. Accessed through SharePoint navigation or via SharePoint search, the instructions are short and to the point. Additionally customers can watch the steps in a screen-cast video. Every one of the tasks has a video to guide the customer through it. Take a look at how the solution works. Like most of the tasks in the Shepherd’s Guide, it takes less than 2 minutes:

In addition, there is guidance that helps users decide which site template to use, whether to use a folder or metadata, whether to use a list-type App or a library-type App to store their content, and other content designed to help them make important design decisions.

Slash Training Costs

Aren’t you tired of your training budget getting cut and feeling like there’s no way to get the users the training that they need? Why don’t you turn the tables and cut your own training costs – but do it while maintaining – or improving – the training the end users receive. The Shepherd’s Guide costs less than instructor led training and based on the work of Malcom Knowles and his colleagues about how adults learn, it trains them better. Don’t you want to train them better – and have budget left over?

Accelerate Adoption

You’ve built it, but did they come? Research and practical experience shows that small barriers can have a big impact on how many (or few) users will adopt a new technology or technique. The Shepherd’s Guide reduces and eliminates barriers and confusion and enables users to start leveraging your hard work to solve real business problems.

Cut Support Costs

Help desk calls are expensive. What if you could cut your support costs by over 30% simply by deploying a tool to make it easier for your users to understand SharePoint, SharePoint Online, and Office 365? Our customers are seeing this every day. They get more adoption, better productivity, and fewer support calls.

Customize the Content

We know that every organization is different. The Shepherd’s Guide is designed to allow you to customize the content to fit your needs. Because the content are Wiki pages you can edit them to include tips, tricks, and policies that are unique to your organization. You can even swap out the screen shots so the screens look like your custom branded site.

You can also restrict the guidance that you don’t want to know about by using SharePoint’s out of the box security controls.

How It Works

Installation is a snap. We provide a client-side installer that you run which pushes the content into your SharePoint server, SharePoint Online, or Office 365. You provide the URL of the site you want the content in, your credentials to login, and the installer does the rest. Nothing is easier. In just minutes your users will be able to search for ways to solve their own problems.

Short and Long

Do you need a solution that provides short answers but is long on content? With our average video length being less than two minutes users can get in, get out, and get on with their job. With over three hours of total video content, we’re long on content that you need.

We’re Special

When you’re evaluating solutions for your training, support desk, and productivity needs you’ll have options – however, there’s something special about the Shepherd’s Guide:

  • Our content was authored by Robert Bogue, who brings experience in developing instructional content for 25 years spanning author credit on 25 books and numerous other content. Robert also worked on the technical and instructional design aspects of over 100 other books – his instructional design experience is unparalleled.
  • We license our content by users, not servers. We believe that the users are the reason that you’re trying to make things better. Everything we do is focused around helping you and your users be successful.
  • We know that users don’t know what page they need to be on to get help. We want them to get help no matter where they are. That’s why we focus on a strategy of making it easy for them to search – and find – the solutions they need.
  • We’re the only provider to offer content for SharePoint 2007, SharePoint 2010, and SharePoint 2013 – so we can help you migrate your users from where you are now to where you want to be.
  • Always Questions

    We want to help users answer questions like these:

  • If I only have to do this process twice a year, how am I going to find this again?
  • How do I know which type of site is the right one to choose?
  • Is there a simpler way to upload items?
  • Can I share documents with my team members who work remotely?
  • How can I get this information from SharePoint into an email?
  • Should I create a page or a site?
  • How to Buy

    You can email us for a quote for your organization at  Please contact us for more information, questions, and available pricing options for your organization.

    What Our Customers Say

    “We have reduced our number of help desk request by at least 35%. I would definitely look to upgrade this resource when we go to the next version of SharePoint.”
    Segundo Nazati, U.S. Bureau of Labor Statistics

    “It has already saved us hours and hours of generating content.”
    Mark Lynch, UITS - Indiana University

    "I think the Guide is the best single document I have seen to assist someone in getting started and familiar with using SharePoint."
    - Chuck Chulvick, Raritan Valley Community College

    What the Experts Say

    "An invaluable resource for our customers."
    - Eric Shupps, Microsoft MVP

    “This guide will help you navigate your way around the core tasks within SharePoint with just enough visuals(screenshots) to keep you from getting lost.”
    Asif Rehmani, Microsoft MVP

    "A fantastic resource that should be within quick reach."
    - Andrew Connell, Microsoft MVP

    “I can’t think of a better resource.”
    Chris Geier, K2


    The SharePoint Shepherd’s Guide for End Users: 2013

    Introduction and Decision Trees

    What is SharePoint?

    What is a Content Type?

    How Do I Manage Versions?

    How Do I Get Notified of Changes?

    Choosing the Right Site Template

    Create a List or Library App

    Organize with Folders or Metadata

    Create a Page or Site

    Create a Sub-Site or Site Collection

    Managing Permissions with Active Directory Groups or SharePoint Groups

    Create a Word form or an InfoPath Form

    Collaborate on Projects

    Task: Create a Place for Teams to Work

    Task: Share Your Site

    Task: Create a New Group

    Task: Assign Users to a Group

    Task: Remove Users from a Group

    Task: Edit Group Settings

    Task: Create a Project Site

    Task: Remove a Group

    Communicating Ideas

    Task: Create a Discussion Board

    Task: Start a New Discussion

    Task: Reply to a Discussion

    Task: Edit Discussions

    Task: Delete Discussions

    Task: Remove a Discussion Board

    Conduct Effective Meetings

    Task: Create an Event

    Task: Create a Recurring Event

    Work Together on Content

    Task: Open and Save Documents from Office 2013

    Task: Open and Save Documents from Office 2010

    Task: Open and Save documents using Office Web Apps

    Task: Share Documents in SkyDrive Pro

    Task: Changing Document Permissions in SharePoint

    Task: Check Out a Document in Office 2013

    Task: Check Out a Document in Office 2010

    Task: Check Out Documents in SharePoint

    Task: Check Out Documents in SkyDrive Pro

    Task: Check In a Document in Office 2013

    Task: Check In a Document in Office 2010

    Task: Check In Documents in SharePoint

    Task: Check In Documents in SkyDrive Pro

    Task: Connect an Approval Workflow

    Task: Follow a Document

    Task: Save a Site as a Template

    Manage Apps

    Task: Create a Custom List App

    Task: Create a Library App

    Task: Create a File in a Library App

    Task: Upload a Single File to a Library App

    Task: Upload Multiple Files to a Library App

    Task: Create a New Folder in a Library App

    Task: Import a Spreadsheet to Create a List App

    Task: Create a New Item for a List App

    Task: Add New List or Library App Columns

    Task: Edit Existing List or Library App Columns

    Task: Delete List or Library App Columns

    Task: Edit a List or Library App in Quick Edit View

    Task: View List or Library Item Properties

    Task: Edit List or Library Item Properties

    Task: Manage List or Library App Item Permissions

    Task: Edit a Library App Item in a Preferred Application

    Task: Download a Library App File

    Task: Move a File to Another Library App

    Task: E-Mail a Link to a Library App

    Task: Edit a List or Library App View

    Task: Add a Library or List App View

    Task: Export a List or Library App to a Spreadsheet

    Task: Delete a Library App File

    Task: Recover a List or Library Item from the Recycle Bin

    Task: Edit List or Library App Content Types

    Use Outlook for Sharing

    Task: Connect a SharePoint Library to Outlook

    Task: Connect SharePoint Contacts to Outlook

    Task: Edit a SharePoint Calendar in Outlook

    Task: Connect a SharePoint Calendar to Outlook 2013

    Task: Connect to SharePoint from a Sharing Message

    Task: Edit Library App Files in Outlook

    Task: Remove a Connected Document from Outlook

    Task: Remove a Library App from Outlook

    Conduct Surveys

    Task: Create a Survey

    Task: Preview Your Survey

    Task: Enable Survey Branching

    Task: Send a Survey Link

    Task: View Survey Results

    Task: Compile Survey Results

    Getting Social with SharePoint

    Task: Configure a User Profile

    Task: Edit a Profiles Links

    Task: Add a New Task to a Personal Site

    Task: Edit a Task in a Personal Site

    Task: Add an App to a Personal Site

    Task: Edit an App in a Personal Site

    Task: Remove an App from a Personal Site

    Task: Create a Blog Entry in SharePoint

    Task: Register a Blog in Word

    Task: Write a Blog Entry with Word

    Task: Post a Newsfeed Entry

    Task: Reply to a Newsfeed Entry

    Task: Tag SharePoint Content

    Task: Tag External Content

    Task: Edit a Wiki Page

    Publish Web Content: Site Authors

    Task: Create a Site for Published Content

    Task: Create a Content Page

    Task: Edit Page Content

    Task: Spell Check Page Content

    Task: Add an Image to a Content Page

    Task: Add Publishing Approvers

    Task: Submit Page for Publishing Approval

    Task: Approve Content for Publication

    Task: Change Page Schedule Expiration Date

    Task: Manually Start a Workflow for Publication

    Task: Create a Custom Permission Level

    Publish Web Content: Site Owners

    Task: Change a Site Theme

    Task: Change a Site Logo

    Task: Change a Site Master Page

    Task: Add Cascading Style Sheets

    Task: Organize Pages in a Web Site

    Task: Upload a User Solution to the Site Collection Solution Gallery

    Task: Allow Users to Create Different Sub-sites

    Task: Create a Sub-site

    Task: Customize Publishing Site Navigation

    Task: Add the Content Query Web Part

    Task: Export a Web Part

    Task: Import a Web Part

    Task: Add the Summary Links Web Part

    Publish Web Content: Site Collection Owners

    Task: Enable Output Cache

    Task: Configure Site Collection Default Cache Profiles

    Task: Configure Output Cache Profiles

    Task: Add an Output Cache Profile

    Task: Override the Configured Output Cache Profile

    Task: Configure the Object Cache

    Task: Flush Object Caches

    Task: Enable and Configure Cross-List Query Cache

    Task: Upload and Activate a Sandbox Solution

    Task: Deactivate a Sandbox Solution

    Appendix A: Site Definitions

    Appendix B: List Definitions

    Appendix C: Web Parts

    Appendix D: Views

    Appendix E: Permissions in SharePoint

    Appendix F: User Interface

    The Psychology of SharePoint Adoption and Engagement
    New DVD Series

    The Psychology of SharePoint Adoption and Engagement

    Frustrated with your SharePoint Adoption

    Exciting New DVD Video now available to focus on the adoption problems companies face. In this video, you’ll learn why typical techniques of adoption don’t work in the long term – or require an immense amount of work.

    Learn more...