How to add video to a SharePoint page in under 5 minutesAdding videos to SharePoint online or Office 365 pages is quite simple and only takes a few steps.1) Create a new page to hold the videoNavigate to the site where you want to the page to be added and select the Settings Cog, then […]
Read more
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 […]
Read more
How to manage third-party risk with SharePointSharePoint has long been used as a tool to collaborate and communicate with external third-parties. It’s document management tools make it particularly well suited to co-working on many types of project. It’s flexible permissions, and self contained site structure model lends itself neatly to creating easy to use project […]
Read more
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.SharePoint is an amazing place to store documents and important information. SharePoint […]
Read more
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, […]
Read more
Using metadata to classify policiesIn this post, we will to find out how SharePoint metadata can be used to tag and classify a policy to make it more discoverable.Along with search, managed metadata is a service in SharePoint that operates at the organization level to allow for comprehensive classification and tagging of enterprise content. As […]
Read more
Policy creation and revisionThis post explains how SharePoint’s document management features can be used to help manage the policies and procedures lifecycle.SharePoint is big, really big!SharePoint is now the worlds most popular document management system. Most organizations are using SharePoint to not only manage their documents but also as an Intranet, search engine, application hosting […]
Read more
Using a basic SharePoint workflow to approve a policy changeSharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint 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 […]
Read more
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 […]
Read more
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 […]
Read more
