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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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Manage your Policy Management Lifecycle in SharePointIf you are one the many policy management professionals who have been tasked with improving the policy management lifecycle in your organization, then this post will give you some insight into why SharePoint is a cool choice! Firstly, I am a big fan of SharePoint and I also develop […]
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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. […]
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Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]
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