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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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 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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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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Block download of SharePoint and OneDrive files by implementing Block Download Policy
I published an article some time ago on preventing file downloads in SharePoint. While simple to implement, it has a few fundamental limitations. Specifically, it requires you to deviate from…
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3 ways to create a Document Library in SharePoint Online
One of the significant changes that recently happened in SharePoint Online went somewhat unnoticed. Yet, it tremendously affects how we create, collaborate on, and structure documents in SharePoint Online. I…
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How to prevent file download in SharePoint by creating a Custom Permission Level
As I work with clients and help them migrate to SharePoint, OneDrive, and Teams, one of the frequent requests after we set up security and permissions for the sites is…
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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 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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How to edit PDFs in Adobe Acrobat Desktop App from SharePoint and Teams
Ever since we were all introduced to SharePoint Online back in 2011, we had one minor issue with it. Naturally, it integrated seamlessly with Office files like Word, Excel, 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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