SHAREPOINT: F&B

4. DEPENDING ON WHAT YOU WANT TO GET APPROVED

Let´s take a Menu for example:

Click ¨New¨ and chose the template Menu Summary template fill in this form with all the required information, it will make the approval process go much quicker.

THE FILE WILL NOW OPEN IN A NEW TAB.

Change the title of the document by clicking on the arrow in the left-hand corner. Just replace the word ‘Book’ with the new file name (for e.g. Menu Summary Summer 2023)

Going back to the SharePoint page (close Excel tab to go back to the previous one) you will see that the file now has been saved with the new name. It might take a minute for the file name to update. “Refresh” the page if it doesn’t do so automatically.