How to set a Retention Policy on a SharePoint site
Some time ago, I published an overview of the modern Compliance features available in SharePoint Online and Office 365. With this post, I would like to dig deeper and explain to you, my loyal blog followers, on how to set a simple retention policy on a SharePoint site. Real-life Retention Policy Example Due to industry regulations, we need to retain documents for… keep reading >
3 ways to author blogs in SharePoint and Office 365
The beauty of SharePoint and Office 365 is that these applications are not just about documents. In case you want to retain and maintain knowledge in your organization, you can also capture it in the form of blogs, hosted in your SharePoint and Office 365. There are a few ways to do this, so let me explain to you the options you… keep reading >
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 in multiple places. How do you avoid such a situation? Well, there is a trick! In this post, let me show you how… keep reading >
An overview of compliance features in SharePoint and Office 365
As you migrate your content and intellectual property to OneDrive and SharePoint, it is only natural that, at some point, you might want to take tighter control of your data (documents in this context). For example, you might want to designate certain content to be confidential and have it accessed by only certain employees. Or, you might want to prevent external sharing… keep reading >
How to track documents in SharePoint using Document ID feature
Today I would like to talk about a feature that existed for quite some time in SharePoint. The feature I am talking about is called Document ID. Historically, it has been used by organizations to track documents in SharePoint. However, it also has some other benefits as well. Though SharePoint went through a renaissance lately with a whole suite of modern features… keep reading >
How to achieve paperless office with SharePoint and Office 365
I have had few clients lately inquire with me about the tools and techniques to achieve a truly paperless office in their organizations. SharePoint and Office 365 provide a myriad of features that will allow making this happen. So with this post, I would like to highlight a few tips for achieving a paperless office with SharePoint and Office 365. By the… keep reading >
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 users might not necessarily get buy-in with metadata right away. If that is the case – this trick below might appease both the folder… keep reading >
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Metadata
Learn how to come up, create and set up metadata as well as company-wide taxonomy
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A mix of best practices related to implementation and configuration of SharePoint
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Everything related to security and permissions of SharePoint
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Tips and tricks to improve SharePoint and Office 365 user adoption
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