Best Practices for Microsoft SharePoint and Microsoft Forms


This article will provide some valuable best practice suggestions to ensure zero loss of data or information from the date of joining till the last date of employment. Therefore, please follow the below instructions for a few applications imperative to our team’s performance.

Note: The processes mentioned are for a Windows Computer / PC. For additional information, read KA 625.


  • As a full-time staff (FTS) at OIT, you can create a group for your team members to collaborate on Teams and OneDrive. With some help from OIT technical person, you can access the same on SharePoint as well for your team to collaborate with each other on different projects. 

Screenshot of the SharePoint homepage


Sharing Access

Like SharePoint, Forms will automatically reflect the groups you are a part of on Microsoft Teams. Forms saved in the Team will allow all Team members to access the Form.
A UTD student, faculty, and staff can also create forms individually. The process of sharing documents with members outside your team and within the organization is the same.

  • Open and navigate to Forms.
  • On the right side of your screen, select the three dot icon (...)> Collaborate or Duplicate.

Screenshot of the options in MS Form highlighting all options

  • Enter the name of the member within the organization or the name of the Team you would like to add, and press Enter.
  • Collaborating on a Form will allow users to edit content and view results.                                   

Screenshot of the Collaborate options for the form             



Article ID: 871
Thu 7/7/22 9:57 AM
Thu 5/18/23 10:45 PM