How to edit SharePoint Metadata inside of the Office Documents
Did you know that you can edit SharePoint metadata inside of the Office Documents? That’s right, SharePoint is not the only place where you can tag your documents. Here is…
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Do you really need to check out a document in SharePoint?
In an earlier post, I explained the concept of Co-authoring in SharePoint. Co-authoring allows multiple users to work on the same document simultaneously. The concept of check-in/check-out is a total…
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How to smoothly transition your users from folders to metadata
I get this question all the time. It goes something like this. “Yeah, Greg, we know you love metadata, and it makes sense to me, but how do I convince…
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Best practices for SharePoint Site Templates
The ability to create site templates in SharePoint is one of its core strengths. This capability allows organizations to build unique look and feel and functionality into the template and…
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Site Collections, Sites, Pages, Document Libraries, and Folders – putting it all together
Over the course of the last few years, I published a number of posts explaining the difference between sites and site collections, sites and pages, document libraries and folders. I…
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4 ways to create cool custom views in SharePoint
One of the greatest benefits of metadata is the ability to view the information in any way you desire. Whether it is a SharePoint custom list, task list, Issues Log,…
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How to embed an RSS feed into your SharePoint site
Do you have a great company blog you would like to share with employees? Or maybe you want to spice up your SharePoint Intranet with a live feed from some…
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How to align text and images on a SharePoint page
As I deliver my webinars and training sessions, I get a lot of compliments on how neat and aligned my pages appear. Specifically, the text that I usually paste at…
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SharePoint Administrator Roles demystified
Do you have the lucky job of maintaining SharePoint in your organization? If that is the case, you probably ran into mysterious user roles and names like Company Administrator and…
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3 reasons you need File Type metadata column in a document library
Your SharePoint Document library might contain lots of different files. Word, Excel, PowerPoint, PDF, CAD or Photoshop ones. What if you wanted to filter and quickly find only files with…
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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.
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