How to use the SharePoint Collect Signatures Workflow

How to use the SharePoint Collect Signatures Workflow The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed. Depending on the nature of your organisation, approximately half of your […]

How to set default column values on a document in SharePoint

How to set default column values on a document in SharePointIf you haven’t heard about ‘Location-based metadata defaults’ or ‘Column default value settings’ then I hope to explain it simply. Try to think of it as a rather cool way to apply default values for your documents metadata (columns) based on which document library folder […]

How to create an anonymous SharePoint survey

How to create an anonymous SharePoint survey By default a SharePoint Survey shows the user names of each responses in the results. However, it’s often a common requirement to be able to hide the identity of the respondent. This post will explain the steps to achieve this using the SharePoint Survey.Here’s how to create an […]

Manage employee acknowledgement forms with DocRead and SharePoint

Manage employee acknowledgement forms with DocRead and SharePoint If you are an organization that needs to distribute and track policies, documents, procedures, manuals to your employees, then you will know that this can be an onerous and time consuming task. For example, if as part of an on-boarding process you require a new starter to read […]

10 Steps for Implementing Successful SOPs with SharePoint

10 Steps for Implementing Successful SOPs with SharePoint Standard Operating procedures (SOPs) are key in many industries to keeping a company moving and sometimes more importantly, compliant with the vast array of regulations, legislations, and Laws. Despite this many organisations still struggle to get the correct SOP’s created, distributed and understood by their employees. This blog will […]

How to use a ‘Link to a document’ in place of a real document in SharePoint.

How to use a ‘Link to a document’ in place of a real document in SharePoint.From time to time you may need to give the effect of storing documents in SharePoint, without them actually being stored in SharePoint document libraries. Maybe you have documents in external systems that you want to make available with SharePoint […]

How to create a SharePoint Survey in under 5 minutes

How to create a SharePoint Survey in under 5 minutes This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else! The example we will use is to create a survey that asks employees to answer questions about their previous training in the organization.Step 1: Ensure […]

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 […]

How to improve your SOP training using SharePoint

How to improve your SOP training using SharePointA huge problem in business is whether we can be really sure that training on company Standard Operating Procedures (SOP) has genuinely been read, understood and ultimately can be adhered to by staff members.Should we rely on meetings and phone calls?One answer would be to make sure that you interview your […]

How to find out who has completed a SharePoint Survey

How to find out who has completed a SharePoint Survey If you would like to find out who has completed a survey you created with either SharePoint Survey or by using DocSurvey for SharePoint, then hopefully the instructions below will help you: Firstly, ensure you check the box as shown below when you create the survey. […]