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Document Management

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 >

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 >

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