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 […]
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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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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 […]
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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 […]
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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 […]
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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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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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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 […]
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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 […]
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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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