Best Practices
You should now be comfortable opening and editing documents from SharePoint with Office 2003 or Office 2007. You should understand how to check files in and out, work offline, and edit lists in Excel. The following practices should guide you as you move forward:
Choose between Office 2003 and 2007. Trying to support both versions within a company is difficult.
When transitioning between Office versions, set a timeline for the change and convert one department at a time.
Ask your system administrator to add SharePoint domains to the list of trusted sites and enable automatic logon for all users through a group policy setting.
The default library versioning settings apply very loose control such as those you might use on a small team project. For more complete document control, change the library's settings to require check out and keep version history.
Use Excel to quickly import data into SharePoint lists from other systems.
Use SharePoint calendars to track events for a team or project. Export an event to your personal Outlook calendar to receive a reminder for that event.