Best Practices for Organizing Company Policies in SharePoint
I frequently receive this question from my clients, so I decided to write an article on it. It has to do with the options available when it comes to organizing…
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How to create a library of QR Codes in SharePoint
I recently had an interesting and somewhat fun request from a client. They were into QR codes and used them extensively within the company to draw users’ attention to important…
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How to add Quick Steps Column to Lists and Libraries
There are times when the simplest change or adjustment within a process or an application has the most impact on productivity. The feature I am about to describe is exactly…
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Draft to Final: 4 Methods for Managing Documents in SharePoint
I always get this question from my clients. How can a document owner edit and revise a file privately, and then share the final version with all employees? This could…
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How to create a Marketing Flyers Page in SharePoint
I recently had an interesting request from a client. They maintained a PDF list of marketing flyers, organized into categories (Brand Flyers, Promotion Flyers, Event Flyers, etc.). They wanted to…
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3 Views of a SharePoint Document Library
I published a similar article about the views on a list, however, we have the same capability on document libraries as well. When we work with Microsoft Lists, we tend…
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4 Types of Libraries in SharePoint
When we think of a library in SharePoint, we typically think of it as a place to store working documents like Word, Excel, and PDFs. However, this is not the…
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How to Quickly Fill Out a SharePoint List Using Edit in Grid View
One common complaint about lists and libraries that use metadata is that the metadata entry process is awkward, not intuitive, and time-consuming. Today, I want to introduce you to the magic…
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Folders vs. Metadata
I first blogged about this topic in 2013, long before we had modern SharePoint and Copilot AI. And while many things changed with SharePoint and the whole Microsoft 365 platform,…
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How to Create a Conditional Quick Step in SharePoint
I recently blogged about a game-changing addition to the document library called Quick Steps. It allows you to create a repeatable action in a library that performs a certain function.…
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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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