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How to explain SharePoint metadata to employees in 5 easy steps
I know what you are thinking. Greg, I get metadata, and I know you get metadata too. But how to explain SharePoint metadata to employees? I am glad you asked It actually is not that hard at all. Let...
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4 ways to edit document metadata in SharePoint
If you follow my blog, you probably know by now that I am a huge advocate of metadata. One of the most frequent complaints I hear about it is that (and I quote) “It is a @#$% pain to tag documents...
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2 ways to make SharePoint document search as easy as shopping online
Do you love shopping online? I do! The major reason – within a few clicks I can usually find what I am looking for, without spending days sifting through the shelves and driving to stores. What makes...
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How to hide folders from a document library
Did you know you could hide folders from the document library? Let’s say you have a library with pretty complicated folder structure. Maybe you added some metadata columns to it to help you organize it...
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Stop mapping SharePoint Document Libraries as a network drive!
I see this happening over and over again. Companies purchase Office 365 subscription, create a single site in SharePoint with a single document library, migrate their whole file share into that single...
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Document type vs File type vs Content type
With this post, I would like to clarify some SharePoint terminology. Call me a perfectionist, but I want to get the record straight, once and for all. I see the terms like file type, content type and...
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4 ways for law firms to manage and organize case documents in SharePoint
One category of clients I help configure SharePoint for are law firms. SharePoint makes perfect sense for the legal industry, as it allows to easily store documents in the cloud and be able to access...
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How to spot empty folders in SharePoint document libraries
Well, this is unusual. I am writing a post about folders. Those who follow my blog know that I am a staunch supporter of metadata and don’t like to use the F-word (a.k.a. – Folders) in SharePoint....
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Why you should stop emailing file attachments and start sharing SharePoint...
Sending emails with several attachments has become a norm over the years. The reason for that, of course, was the fact that this was the only available way to transmit documents such as Word, Excel,...
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4 types of document libraries in SharePoint
Did you know that there are different types of document libraries in SharePoint? I know what you are thinking. Greg, you must be kidding me, no @#$% way! With this post, I would like to explain what...
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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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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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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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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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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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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 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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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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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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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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