3 ways to block download of documents in SharePoint and OneDrive
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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How Preservation Hold Library works in SharePoint and OneDrive
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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How to create a Help Desk Ticketing Solution in SharePoint
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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How to save Loop Page as a Template in Loop Application
One of the long-awaited features within the Loop application was the introduction of the ability to save any Loop Page as a template. This is super handy. As you create…
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How to create a Document Acknowledgement System in SharePoint
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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Headers in Microsoft Loop
As you add components and other content to the pages within the Loop application, you can utilize the Header element to visually organize content on your pages. Headers in Loop…
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How to add external contacts to an Address Book in Microsoft 365
OK, this post is not going to be about SharePoint. However, it will be about the question I often get when working on SharePoint Intranet portals. The question is about…
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How Law Firms can organize cases and matters in SharePoint
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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How to bulk create many sites in SharePoint Online
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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4 Ways to organize documents in SharePoint
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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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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