How to manage Version History settings in SharePoint
Version History is one of the most famous and essential features of SharePoint. Whether you accidentally made a change you did not want and need to restore the original, or…
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SharePoint Online Navigation Best Practices
Navigation is one of the most essential elements of the SharePoint site, as it helps users easily navigate around your site and find the content they are looking for. If…
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SharePoint Online External Sharing Best Practices
External Sharing in SharePoint is like your spouse snoring at night. It can spoil or even break your relationship. As such, external sharing policies can become a pretty hot and…
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How to implement SharePoint in your organization – Best Practices
I first wrote this article back in 2015. However, at the time, we still had classic SharePoint. SharePoint was the only thing we pretty much had—no Teams, Planner, or Microsoft…
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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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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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