Office Mobile

Use Microsoft SharePoint Workspace Mobile

With SharePoint Workspace Mobile, you can open, edit, and save Microsoft Office documents that are on a SharePoint 2010 site or on SharePoint Online sites, which are available with Microsoft Office 365. Just go to the Office Hub to get started.

Notes

  • Unless your organization uses a Microsoft Forefront Unified Access Gateway (UAG) server, you can only access a SharePoint 2010 site if you're in the office and connected to your organization's Wi-Fi network. For more info, see Connect to a Wi-Fi network.
  • You can access documents that are on a SharePoint Online site at any time and from any location by using your phone's cellular data connection or any Wi-Fi connection that lets you connect to the Internet.
  • If you'd like to learn more about SharePoint, visit the Microsoft SharePoint 2010 website.

Tip

If you think you'll use Office Mobile a lot, pin it to Start. To learn more, see Pin things to Start.

To open a SharePoint site for the first time on your phone

  1. On Start, flick left to the App list, and then tap Office Office icon.

  2. Flick to Locations, and then tap SharePoint.

    If you already signed in on your phone with an email account that you have as part of Microsoft Office 365 and your plan includes SharePoint Online, your SharePoint team site will already appear in Locations. Just tap the team site to open it.

  3. Next to https://, type the address for a SharePoint site, document library, list, or folder, and then tap Go Go icon.

    If you have an Exchange email account set up on your phone, SharePoint will try to use that user name and password information to sign in to the SharePoint site. If you don't have one set up on your phone, you'll be prompted to enter your user name and password.

  4. If you're prompted to sign in, do one of the following:

    • If the Microsoft Office 365 sign-in page appears, type your user ID in the corresponding box, type your password in the Password box, and then tap Sign in.
    • If the Site screen displays, tap the User name box, and type your user name. Type your password in the Password box, tap Domain, and then type the domain for your account. For example, if you log on as "domainName/kevinc" at work, you'd type domainName. Tap Done.

  5. Tap More More icon > Bookmark this link > OK in the Link added screen to bookmark the link for later.

Note

To open another SharePoint site or location later on, flick to Locations in the Office Hub, and then tap New New document icon. On the Open URL screen, type the SharePoint site address, and then tap Go Go icon.

To browse a SharePoint site

  1. In the Office Hub, flick to Locations.

  2. Tap the SharePoint site, document library, list, or folder that you want to browse.

  3. Tap Up Move up icon to go up one level in the SharePoint site.

  4. To open the SharePoint site in your phone's web browser, tap More More icon > Open in browser.

To search the SharePoint site for a document

  1. In the Office Hub, flick to Locations.

  2. Tap the SharePoint site, document library, list, or folder that you want to search.

  3. To search the current view for a document, tap Search Search icon. In the Search box, start typing the document name, and then tap the document when you see it.

  4. If no matches are found in the current view, tap Search for documents on to search for the document on the SharePoint site.

  5. Tap the document to open it on your phone.

To open, edit, and save changes to an Office document on a SharePoint site

From your phone, you can open and edit any Office file stored on a SharePoint site.

  1. In the Office Hub, flick to Locations.

  2. Tap the SharePoint site, document library, list, or folder that has the document that you want to open and edit.

  3. Tap the document that you want to open.

    A copy is downloaded to your phone.

  4. Make and save your changes as you normally would.

    The changes you make will be saved on the SharePoint site. Other people in your company or organization can then open the same version of the document that you modified.

  5. Press the Back Back buttonbutton to return to SharePoint Workspace Mobile.

To connect to a SharePoint 2010 site from outside your company's network

If your organization uses a UAG server, you can connect to a SharePoint 2010 site when you're away from the office by using either Wi-Fi or your phone's cellular data connection. To do this, you'll first need to configure the UAG server settings on your phone.

  1. On Start, flick left to the App list, tap Settings Settings icon > Applications > Office.

  2. Tap UAG server.

  3. On the UAG server screen, do the following, and then tap Done:

    • In the UAG server address box, type the server address, beginning with https://.
    • In the User name box, type your domain and user name. For example, if you log on to your computer using domainName\kevinc, you would type domainName\kevinc in the box.
    • In the Password box, type your password.

To resolve a conflict

A conflict can occur if you're editing a document from your phone, make some changes, and then try to save your changes to the SharePoint site after someone else has also made changes to the same document. When this occurs, you need to resolve the conflict before you can save the document back to the SharePoint site.

  1. If the Can't upload message box is still displayed, tap OK.

  2. In the Office Hub, flick to Locations, tap the SharePoint site, tap and hold the document that has the upload error underneath it, and then tap View status.

  3. Tap Resolve on the Upload status screen.

  4. On the Conflict resolution screen, do one of the following, depending on what you want to do:

    • To update the document on your phone with the latest copy from the SharePoint site, tap Replace item on phone, and then tap Refresh copy. Warning: The changes you made to the document on your phone will be lost.
    • To save a copy of the document that's on your phone to the SharePoint site, tap Replace item on server, and then tap Refresh copy. Your copy will be saved to the SharePoint site and will overwrite the current version that's on it.
    • To keep both versions of the document, rename your copy of the document on your phone. Tap Save as, type a file name in the File name box, and then tap Save. Sync your phone with the server so that you also have the newer version of the document from the server, and you'll have both copies to compare on your phone.

To keep an offline copy of a document on your phone

You can make sure a copy of a document always remains on your phone by keeping it offline. When you do this, a partnership is set up between the copy on the SharePoint site and the one on your phone. If the copy on the SharePoint site is updated and you open the copy of the document that's on your phone, you'll be notified and can open the newer version on your phone. Likewise, you can make changes to the document on your phone and save them back to the SharePoint site.

  1. In the Office Hub, flick to Locations.

  2. Tap the SharePoint site, document library, list, or folder that contains the document that you want to keep offline on your phone.

  3. Tap and hold the document, and then tap Always keep offline.

To email a link to a SharePoint site

  1. In the Office Hub, flick to Locations.

  2. Tap and hold the SharePoint site, and then tap Send link.

  3. Tap an email account name.

  4. Add the recipient and any other information to your email, and then tap Send Send email icon.

    Tip

    You can also tap and hold on a document library, list, folder, or document, and then tap Send link to send a link to one of these items.

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