Page 12 - Praetura Presentation Guide Jan19

12
Before You Start, Save to Sharepoint

Don’t save to your computer or anywhere else

• As soon as you save to Sharepoint, Autosave
Autosave will turn on – this will mean you can’t lose your
work

• With Sharepoint, there is no need for version

Version control in the file name - you don’t have to put
numbers / dates in the document name
Control • Sharepoint can show all prior versions at any
point in time (if you want to go back to a prior Always Save Your
version for example)
Work to Sharepoint /
Teams
• By saving to Sharepoint and not your local
Security computer, we have security over the document
should you lose your laptop etc
• This is important as we are FCA regulated

• Sharepoint allows team members to work on
documents at the same time
Collaboration • Sharing functionality of Sharepoint avoids
having to send attachments via email