5 Tips to maximize Internal Communications in SharePoint

5 tips showing how to use SharePoint for Internal CommunicationsIf you are responsible for communicating with various groups of staff in your organisation, then you need a good set of tools that allow you to do this in a very pain free manner.If you have access to SharePoint (or Office 365), then there are lots […]

How to link fields in your policy template to an O365 library

How to link fields in a document to an O365 libraryLinking fields in a word document to a document library can save time and also ensure consistency of reporting. This technique is really useful for Policies amongst other use cases. This post will provide the step-by-step instructions you need to follow to link fields to […]

Target external content with Office365 and DocRead

Target external content with Office365 and DocReadMicrosoft 365 / SharePoint Online is an amazing place to store documents and important information. Documents are searchable, sharable and secure. SharePoint security ensures any sensitive information does not get into the wrong hands. From time to time you may need to give the effect of storing documents in SharePoint […]

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.Note: The information in this post relates to on-premises SharePoint only.  If you want to see the equivalent information for SharePoint Online / Office365 / Microsoft 365, please go here.Note: The information in this post relates to SharePoint Online / Office 365 / […]

DocRead for Office 365

DocRead for Office 365 DocRead has helped hundreds of customers maintain compliance records for over 12 years and our new product for Office 365 / SharePoint Online is nearly ready. This video gives an overview of some of the features of DocRead 365. If you you would like to know more, please use the link […]

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 […]

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: […]