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Document Management

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 special place in my heart for that. Term Store allows for a great way to organize your global metadata. On top… 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 >

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 site is active or not. Those new to the site can easily see when was the last time users added or modified documents on it. There… keep reading >

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 the email I got from one of my clients the other day. If this sounds familiar, you might want to read this article. Usually, when something like this… keep reading >

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 industry regulation, they need to make sure that users cannot accidentally access the previous versions of the document. Out of the box, Version History allows to easily access older versions if need be. They needed it turned… keep reading >

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