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: […]
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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 […]
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5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to say that with the highly regulated world we live in, for many industries, a good Standard Operating Procedure (SOP) management system and approach is the key to achieving regulatory compliance. When people are looking to implement or improve their SOP management system, […]
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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 years. Yet, even in the era of collaborative technologies (such as SharePoint), mobile devices and information overload, we still don’t seem able to stop signing paper.The process of reading and signing our important […]
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How to use SharePoint with your trusted partners For many SharePoint is a bit of a black box. A large number of companies use it as an Intranet or document management system, but few really understand exactly what it can do. SharePoint itself isn’t entirely without blame. The platform has so many features and functions that […]
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How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: The information in this post relates to DocRead for on-premises SharePoint only. 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‘ […]
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Why no one reads your Intranet homepageNot only is an un-engaging Intranet dull for your staff, it also represents a missed opportunity for cross-business communication and an underused investment. In order to get the best out of their SharePoint solution, administrators need to think creatively about how they might best invigorate their Intranet. Google Analytics can […]
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SharePoint Data Doc – The New Way to Access your SharePoint list data from MS WordWhen pulling content together for our weekly “SharePoint Community Newsletter” I find out about a lot of cool tools. During last weeks, I came across a really cool utility called SharePoint Data Doc. Here’s the low-down on what it is […]
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Lifecycle of Policy or Procedure in SharePointOver the last few weeks, I have been working on a white paper called ‘Life-cycle of a policy or procedure in SharePoint’. One of the main staples of this whitepaper is going to be diagram depicting what the life cycle looks like. Here’s a sneak preview: The starting point for […]
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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 […]
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