Favorite Files & Folders vs. Add Shortcut to OneDrive
One of the most frustrating things with SharePoint and OneDrive is that we have several features with names that imply the same thing but are quite different. One such combination…
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How to invite users to the SharePoint Site without making them a member of the Team or Group
Ever since Microsoft 365 Groups were introduced in 2016, we have had a relatively simple and straightforward way to manage access to Microsoft 365 applications. However, scenarios often pop up…
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How to create a Document Set in SharePoint Online
Time flies. It seemed like it was yesterday when I wrote a very detailed blog post on Document Sets (I remember that because Document Sets are one of the most…
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Should we save our documents in SharePoint as PDFs to avoid editing?
In this article, I would like to answer a question that arises more often than it should. The question is whether or not to save documents in SharePoint as PDFs…
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A New Way to Share Pages in SharePoint Online
I kind of blogged about this topic recently, but since Microsoft updated the user interface and functionality on this, I would like to write another post on the topic as…
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Set up Document Retention via Retention Labels in SharePoint Online
I recently published an article on creating and publishing retention policies on SharePoint sites. However, in that scenario, the assumption was that all content on a site would follow the…
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Share a folder or a whole site in SharePoint? Pros and Cons of each method
I get this question quite often from my clients and loyal followers. So you created a SharePoint site, customized it with a certain look and feel, added some documents, and…
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How to Create Site Retention Policies in SharePoint Online
I wrote several posts on retention policies and labels in the past. However, this was in the early days of the Compliance Center. Over the years, many significant changes were…
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3 ways to remove topics from the Viva Topics Center
Viva Topics is an excellent solution for companies looking to capitalize on knowledge management. Topics are manually created by users (Knowledge Managers) or automatically aggregated by AI by indexing the…
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How to create a document library in SharePoint Online using the Library Templates
One feature that recently got quietly rolled out in SharePoint Online was the ability to create a document library based on a library template. It is kind of hidden and…
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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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