Why you need to be careful with the default document library on a SharePoint...
The default document library on a SharePoint site is like a Mother-in-Law. You cannot easily get rid of it, and if you do – you will be in big trouble! Some time ago, I published a post on why you...
View Article7 ways to preview a document in SharePoint
As you maintain thousands of documents in SharePoint document libraries, it is inadvertent that you might open documents just for the sake of knowing what the document is all about. Would not it be...
View ArticleHow to make SharePoint metadata columns required
By now, if you have been following my posts, you probably know that I am a huge fan of metadata. One of the questions I always get is how to make sure the end-users fill out metadata columns and do not...
View Article5 ways to store and reuse document templates in SharePoint
Document templates allow for a great way to standardize on processes within an organization. Whether it is a Meeting Agenda template or a Budget Template or a Project Charter Template, these documents...
View ArticleDoes metadata still make sense in SharePoint Online?
Unlike most of my other posts, which are instructional, this one is philosophical. I am writing this post late at night while sipping a glass of red wine (because my doctor told me I should not eat...
View Article5 ways to access Documents in SharePoint Online
When users are introduced to SharePoint Online and Office 365, one of the most frequent questions is “What is the best way to access documents in SharePoint site?” That is not surprising since the...
View ArticleWhy you no longer need to worry about file naming convention in SharePoint
Those who follow my blogs closely might tell me, after reading the title of the post: “Greg, hold on a second, didn’t you tell us the opposite on July 21, 2016.” Yes, I did. But, that was four years...
View Article3 ways to display Related Documents in SharePoint
As companies embrace the power of SharePoint document management, I see many users warming up to the idea of metadata (which brings a smile to my face as this is my favorite feature!). Metadata on...
View ArticleHow to restore a Document Library in SharePoint Online
“Oops, I did it again”. This song from Britney Spears comes to my mind every time someone messes up a SharePoint document library. Unfortunately, this happens way too often. Someone deletes a bunch of...
View Article6 ways to archive documents in SharePoint
It is inevitable. Despite your best efforts to keep SharePoint document library under control – it will become a monster at some point. It is like your weight. You have a plan to stay in shape, and...
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