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Channel: Document Management – SharePoint Maven
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Advantages and Limitations of using Office Online in SharePoint and OneDrive

One of the biggest draws of SharePoint Online and Office 365 is the ability to access the files anytime, anywhere. An added benefit, that in my opinion is somewhat of a revolution in collaboration...

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SharePoint Document Library – one or many?

Shall I put all my documents in one library or multiple libraries? This is the question that always comes up when it is time to create the sites and migrate your documents from file shares / network...

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2 ways to restore OneDrive for Business files from the Recycle Bin

With SharePoint, you never stop learning! I learn something new every single day. I wish I had all the time to share all the cool little tricks with you. But I am super excited to share this little...

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5 ways the new Document Library in SharePoint will improve your collaboration

The new document library experience has been a welcome change in the SharePoint Online world. While the back-end (administrative) side of things did not really change, the new document library got a...

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Document sets – the hidden gem of SharePoint

The classical joke in SharePoint is that the debate over folder vs. metadata never ends and will probably never end. Some users prefer metadata, while others are stuck with good-old folders. However,...

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5 ways users can benefit from Versioning in SharePoint

In my opinion, versioning in SharePoint is one of its strongest features. It allows for tracking the activity of any item (document, event, task, etc.) and following the audit trail. In this post, I...

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How to approve documents without building a workflow

Quite often, my clients are asking me to build an approval workflow for them. For some complicated parallel or serial approvals, you have to either use SharePoint Designer or Microsoft Flow or some 3rd...

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How to live without Windows Explorer in SharePoint Online

If you have stumbled upon this post, you most likely have been utilizing Windows Explorer functionality in SharePoint to access and work with files and folders. Since the majority of organizations have...

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3 out of the box ways to save emails in SharePoint

SharePoint is great for storing all sorts of content we generate these days. Word, Excel, PowerPoint files, images, videos, and PDFs. However, we also generate another type of content where we might...

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Solve all your SharePoint sync issues by using the new OneDrive Sync Client

I have been waiting for quite some time to write this post. And finally happy I can do that. Let me explain. For some time, those relying heavily on the sync capability of SharePoint were somewhat out...

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Folder vs. Library in SharePoint

I have written a number of posts in previous years explaining the difference between common SharePoint entities like sites and site collections, sites and pages. Understanding those concepts above...

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Don’t change that default view in SharePoint!

Where SharePoint really shines is its flexibility with metadata and views. The new library experience and the new custom list experience make it really easy to add/edit metadata columns and create...

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Co-authoring documents in SharePoint

One of the great capabilities of SharePoint is the ability for multiple users to work on the same document at the same time (also know as co-authoring). This functionality enhances collaboration,...

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6 ways to save files to SharePoint

I had an interesting and trivial question being asked the other day by one of my clients. “How do I save files to SharePoint?” I almost responded, “You must be kidding.” I thought, just like breathing...

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3 reasons you need File Type metadata column in a document library

Your SharePoint Document library might contain lots of different files. Word, Excel, PowerPoint, PDF, CAD or Photoshop ones. What if you wanted to filter and quickly find only files with a certain file...

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How to smoothly transition your users from folders to metadata

I get this question all the time. It goes something like this. “Yeah, Greg, we know you love metadata, and it makes sense to me, but how do I convince my users to use it and switch from folders to...

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Do you really need to check out a document in SharePoint?

In an earlier post, I explained the concept of Co-authoring in SharePoint. Co-authoring allows multiple users to work on the same document simultaneously. The concept of check-in/check-out is a total...

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7 reasons you cannot find the documents in a SharePoint document library

You know that feeling when you cannot find your car keys or wallet in your house? You know they are there, somewhere, but, yet, you spend the whole day searching for them. The same phenomenon applies...

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3 ways to store images in SharePoint

We tend to think of SharePoint as strictly a repository for business-type/Office documents, like Word, Excel, PowerPoint, PDFs. However, even in the business world, it is not just about the office...

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Why you should never attach documents in a SharePoint list

I see this happening again and again – users attach documents in a SharePoint list. Yes, you can do it – but that is not what SharePoint list was designed for. It is like making pancakes with an iron....

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