4 Ways to organize documents in SharePoint
As my clients migrate to and embrace SharePoint’s capabilities, many inquire about unique ways to organize a document library. This is not surprising, as many want to avoid recreating the…
Read MoreSharePoint and Microsoft 365 Resources
Browse by Application
Why SharePoint Training Matters
“Our users know how to work with documents.” “Our employees are smart and technical and do not need training.” “Our employees are too busy with work and projects and don’t…
Read More
How the SharePoint Online Recycle Bin Restore process works
While I blogged extensively in the past about the Recycle Bin and its nuances, I never really explained in detail how exactly the restore process works. If you think that…
Read More
How to block the download of documents in SharePoint and OneDrive via Conditional Access
As data integrity and privacy become prevalent in the corporate world, companies are implementing various mechanisms to prevent data loss and protect their intellectual property. One such solution that would…
Read More
How Content Type Inheritance works
I am sure by now you are aware that I am a huge fan of metadata. You can start taking advantage of metadata by simply starting to create columns at…
Read More
How to create a Client or Vendor Portal in SharePoint
One of the most frequent requirements in SharePoint is the ability to create a Client or Vendor Portal Site. This is not surprising as you always have to share, exchange,…
Read More
SharePoint Site, Pages and Web Parts
It’s hard to believe, but I first blogged about this topic in 2016. That was right around the time Microsoft announced its plans for SharePoint modernization. Although all three elements…
Read More
3 ways to Share a Shared Channel in Microsoft Teams
I have written several posts on Teams Channels and what happens in SharePoint when you create those channels. A Shared Channel is one of the most versatile and flexible types…
Read More
Hiding vs. Archiving a Teams Channel
Today, I would like to compare two features in the Teams application: hiding a Channel and Archiving a Channel. I want to explain the key differences and pros and cons…
Read More
How does Record Status work: Locked and Unlocked Records
One of the significant changes made over the last several years within the Records Management/Microsoft Purview space was the introduction of the Record Status option. It allows users to temporarily…
Read More
About Me
I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.
Need help?