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Document Management

5 ways to access Documents in SharePoint Online

When users are introduced to SharePoint Online and Office 365, one of the most frequent questions is “What is the best way to access documents in SharePoint site?” That is not surprising since the SharePoint web interface is very different from the file explorer/network drive experience we had for ages. Like with many things in life, there is no right or wrong… keep reading >

5 ways to store and reuse document templates in SharePoint

Document templates allow for a great way to standardize on processes within an organization.  Whether it is a Meeting Agenda template or a Budget Template or a Project Charter Template, these documents can bring consistency to a department or a project site. SharePoint, being a fantastic collaborative environment, has several different options to store and reuse document templates. Depending on how you… keep reading >

7 ways to preview a document in SharePoint

As you maintain thousands of documents in SharePoint document libraries, it is inadvertent that you might open documents just for the sake of knowing what the document is all about. Would not it be nice to save some time and see the contents of a document without clicking on each one? With this post, I would like to list a few options… keep reading >

Why you need to be careful with the default document library on a SharePoint site

The default document library on a SharePoint site is like a Mother-in-Law. You cannot easily get rid of it, and if you do – you will be in big trouble! 🙂  Some time ago, I published a post on why you should avoid using the default document library for document management on a SharePoint site. This post is somewhat of a continuation… keep reading >

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