SharePoint Document Management Best Practices
I am often asked during consulting calls or SharePoint projects to share some best practices for SharePoint document management. These are always a bit of a challenge to summarize and…
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2 ways to transfer Operations Manuals and Employee Handbooks to SharePoint Online
When it comes to migrating content from large PDF documents such as operations manuals and employee handbooks to SharePoint, there are two pretty solid options available out there. As a…
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Why SharePoint Architecture and Governance are so important in the world of Copilot
I am sure you have heard about AI-based Copilot making its way into Microsoft 365 applications. It promises faster content curation, more relevant search results, easy data analysis and data…
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Team Site or Communication Site?
This has to be one of the critical decisions you will make when creating new sites in SharePoint. Whenever you create a new site, you get two choices: Team Site…
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Why it is not a good idea to mix folders and metadata in the same document library
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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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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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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SharePoint Intranet Homepage Best Practices
One of my favorite configurations and projects I do for my clients is the development of the SharePoint Intranet. This is always a fun project because Intranet is genuinely a…
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Why do we need a Team Site without a Group?
Some time ago, I explained the three types of SharePoint sites we have in SharePoint Online. We have a Team Site connected to a Microsoft 365 Group, a Communication Site,…
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SharePoint Intranet Best Practices
It is hard to imagine, but I last blogged about this topic in 2016. While I have written many posts on SharePoint Intranet over the years, the last one about…
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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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