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6 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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How 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...
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3 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...
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Why 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...
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5 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...
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Does 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...
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5 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...
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How 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...
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7 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...
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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...
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4 ways to tag folders with metadata in SharePoint
From my posts, you probably already know that I am a huge advocate and proponent of metadata in SharePoint. The major limitation that exists in SharePoint is that you can only assign metadata to the...
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SharePoint Term Store: Copy Term Set vs. Reuse Terms vs. Pin Term with Children
If you have been following my blog, you know by now that I am a huge advocate of metadata. And if metadata is defined within the Term Store – oh boy, that’s like dark chocolate for me – there is a...
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How to prevent file duplicates using the link feature in a document library
It is inevitable. You have files stored on some SharePoint site and also need to have a copy on another site. This, of course, will mean that you will copy the files and now will end up with duplicates...
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How to automatically tag files with metadata based on folders in SharePoint
This is very unusual – I have used the “F” word and metadata in the same sentence. But that is precisely what this post is all about. Despite being a staunch supporter of metadata, I realize that many...
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5 ways to display recently modified documents on a SharePoint site
When I build department or project sites for my clients, I like to display recently modified documents on a SharePoint site homepage. This is a neat trick because it is a great indicator of whether the...
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How to stop sync of a SharePoint Document Library
“Help! We just had all our files and folders mysteriously disappear from our SharePoint site. They were there yesterday, and today they are all gone. We lost like 10,000+ files and folders.” This is...
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How to prevent users from accessing old versions of a document
I had an interesting request from one of my clients the other day. They are using SharePoint Online to store various policies/SOPs and specifications for their engineering practice. As part of their...
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Why you no longer need a SharePoint Document Center
In case your organization is using a SharePoint Document Center, I would like to use the opportunity to explain why you should not. I know, you might be surprised by such a bold statement, but hey,...
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6 reasons why you need to embrace SharePoint Content Types
If you have been reading my posts about metadata and taxonomy, I am sure you ran into something called content types. I blogged previously about what they are and how to set them up. Today, I want to...
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How to create file duplicate in SharePoint Online
Quite often we need to create a copy of the file. Say we are working on a client proposal and signed a new client. So you might want to use an existing proposal and just make a few changes. In Windows...
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