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As you know from my blog posts, I am a huge fan of metadata. I have many clients who successfully transitioned to metadata for some of the content they migrated…
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As you venture into the world of SharePoint, Microsoft 365 Groups, and Teams, you might hear the word Governance come up more than a few times. The reason for this…
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As I help my clients transition to SharePoint, OneDrive, and Teams, one of the recurring requests after we set up security and permissions for the sites is usually a request…
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I published a few posts in the past on Site retention policies and retention labels in SharePoint Online. In those posts, I mentioned a hidden document library called “Preservation Hold…
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The last time I wrote a post about this topic was in 2017. That was in the “classic” era of SharePoint when we still had classic web parts, classic look…
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Many years ago, I had a client who wanted to create a document acknowledgment system in SharePoint. Essentially, they wanted users to read the various company policies and acknowledge that…
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I have worked with many law firms, helping them transition from file shares to SharePoint. They are one of my favorite types of clients. First of all, every time I…
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Occasionally, my clients ask me to create several SharePoint sites for their Intranet or Project Collaboration. When it is just a few sites, I create them via the User Interface,…
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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…
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“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…
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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.
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