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 workflows can be used for a variety of different purposes, but in this post I’m going to concentrate on how a basic SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed. The short (<4minutes) video below demonstrates this process in practice. The text below explains the process step by […]
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If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing.Preparing your SharePoint 2016 Farm:It is important to know that we […]
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If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing.Preparing your SharePoint 2013 Farm:It is important to know that we only support […]
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How to configure user alerts in SharePoint 2016SharePoint Alerts are an important feature available in all the versions of SharePoint 2007, 2010, 2013, 2016 and SPO. They are a great built-in mechanism for SharePoint that allows us to send out notifications (emails) to users and group of users based on the changes to list items, […]
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How to make sure your team read and sign documents without using paper.The notion of a paperless office has been around for a while. Yet, even in the era of collaborative technologies (such as SharePoint), mobiles devices and information overload, we still don’t seem able to get shot of physical copies. The process of reading […]
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How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]
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Why Policy Management Software in SharePoint?As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer. To view a list of the required features for a policy management system, please look (and contribute) at “The […]
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Private: What are your favourite SharePoint 2013 Features?SharePoint 2013 has shipped and it’s now main stream. We’d love to hear what your favourite 2013 features are, so please add them! Also vote up the killer ones and why not embed the list to see if we can make it one awesome resource! Favourite SharePoint 2013 features?
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Security Management in SharePoint Groups, Permissions and UsersSharePoint GroupsSharePoint Groups are used to group SharePoint users together to make the administration and maintenance of security in SharePoint easier. By security we are specifically referring to the types of things a user needs can do on ‘things’ in SharePoint, such as :Document / List ItemLibrarySiteSite CollectionPermissionsTo […]
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