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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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While I blogged extensively in the past about the Recycle Bin and its nuances, I never really explained in detail how exactly the restore process works. If you think that…
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I am sure by now you are aware that I am a huge fan of metadata. You can start taking advantage of metadata by simply starting to create columns at…
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One of the most frequent requirements in SharePoint is the ability to create a Client or Vendor Portal Site. This is not surprising as you always have to share, exchange,…
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It’s hard to believe, but I first blogged about this topic in 2016. That was right around the time Microsoft announced its plans for SharePoint modernization. Although all three elements…
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One of the significant changes made over the last several years within the Records Management/Microsoft Purview space was the introduction of the Record Status option. It allows users to temporarily…
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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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