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SharePoint Knowledge Base

Stop wasting time developing SharePoint Training Manuals

In my blog posts, I usually tell you how and what to do with SharePoint. In this post, I would like to tell you what not to do with SharePoint. You should never create any SharePoint training manuals! I had an interesting conversation with the client the other day. They asked me to develop all sorts of manuals and step by step guides… keep reading >

Social Project Management with SharePoint and Office 365

It usually takes me a day or two to write a post for my blog. This one, about social project management, just like some famous paintings, took several years. I started writing this post back in 2015 and constantly revised it and changed it to match the reality. Microsoft’s lighting speed of release of new tools like Planner, Teams and Office 365… keep reading >

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. However, if you do happen to use folders, I have a trick I want to show you. One of the deficiencies of folders is that… keep reading >

3 ways to prevent documents from appearing in search results in SharePoint

Not everything you store in SharePoint is meant to be seen by others. Say, you uploaded a pretty confidential document, like a company business plan. How do you assure it is not picked up by mighty SharePoint search engine? Here are a few ways to prevent documents from appearing in search results in SharePoint Intranet. Option 1: Create unique Permissions for a… keep reading >

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 them from outside of the office (i.e., courtroom). Additional SharePoint features, like versioning and metadata, allow for a very robust management of legal documents, court or client… keep reading >

How to convince your boss that SharePoint and Office 365 is the way to go?

I get emails like this all the time. “Greg, I love SharePoint and Office 365, but I have a hard time convincing our leadership, they have lots of concerns about usability and security and think we still need to stay on premises or keep using our in-house file share. I have given all sorts of presentations, and they are all very stubborn… keep reading >

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