The importance of versioning in policies

The Importance of Versioning with PoliciesWhat is policy versioning?Policy versioning is the practice of assigning a unique version number to each iteration of a policy or procedure. This helps to keep track of changes and updates made to the policy over time. It also helps ensure that policies are up-to-date and compliant with the latest […]

What is the difference between a SharePoint Group and a SharePoint Audience

What is the difference between a SharePoint Group and a SharePoint AudienceWhat is a SharePoint Group?A SharePoint group can be created by a user from within SharePoint and requires that user to manually add or remove users. A SharePoint group can also contain many Active Directory groups (which themselves can contain child AD groups). SharePoint groups […]

A list of essential policies for your organization

A list of essential policies for your organizationA policy is a formal rule, requirement or guideline that explains the company standards that must be followed. Company policies should always be consistent with strategic goals and uphold corporate values. They are often set at the highest levels within the organization to ensure corporate ideals are followed.Ensuring […]

Using a basic SharePoint workflow to approve a policy change

Using a basic SharePoint workflow to approve a policy changeSharePoint approval workflows can be used for a variety of different purposes. In this post I’m going to show how a SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed.What is SharePoint workflow?Workflows help encourage collaboration on items, documents […]

Do you need one document library or many ?

Do you need one document library or many?Here is a list of all the things that you need to consider when deciding whether to maintain one SharePoint document library or to use many ? As you would imagine there is no correct answer, but hopefully this list allows you to make an informed decision.Metadata NavigationMetadata navigation […]

How to use Search (KeywordQuery) to query user profiles in SharePoint

How to use Search (KeywordQuery) to query user profiles in SharePointHave you ever need to write C# code that returns a list of people (user profiles) and for it also to be lightning quick? Obviously, you could use the UserProfileManager to do this, but be warned it’s NOT quick as you more often that not […]

How to filter a SharePoint Task list to only show items due within 7 days

How to filter a SharePoint Task list to only show items due within 7 daysTask lists can end up being so large that you can’t focus on your priorities. In this example we are going to show how to create a view that only shows the tasks that are due in the next 7 days.Step 1: […]

Eight benefits of using SharePoint as an Extranet

Eight benefits of using SharePoint as an ExtranetSharePoint has a long history of being put to work as an enterprise grade Intranet platform, allowing organisations of all shapes and sizes to drive employee collaboration and communication. Its use as an Extranet tool isn’t quite so common, which is mainly down to some companies not fully […]

SharePoint Survey Permissions Explained

SharePoint Survey Permissions Explained SharePoint Permissions can be complex at the best of times. After all, we have constructs like inheritance, group / user permissions, permission levels and so on. This post will attempt to tackle some of the security questions that you may have asked when dealing specifically with SharePoint Survey security and permissions. We […]

Policies and Procedures management in SharePoint – 6 ways we are going to help

Policies and Procedures management in SharePoint – 6 ways we are going to helpOver the last 2 years – whilst helping customers benefit from DocRead for SharePoint – we have discussed the management of policies and procedures (within SharePoint) on several occasions. We have found that some organizations are really struggling to understand how SharePoint can help them […]