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 Force a File Link in SharePoint to Download Instead of Opening in the Browser
I recently had an interesting requirement from a client. I helped them build an Intranet portal and created a page with links to various forms and templates they used within…
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Create an Intake Form for File Uploads in SharePoint
When Microsoft Lists added Forms integration a few years ago, it was a significant change that enabled many new business processes. This allowed organizations to create intuitive, easy-to-complete intake forms…
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What is the Site Assets Library in SharePoint?
If you have ever gone behind the scenes on your SharePoint Site by clicking on the Gear Icon > Site Contents, you probably noticed a library called Site Assets. Unlike…
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The Limitations of Storing CAD Files in SharePoint
I consult organizations of all types and sizes. One category of my clients is engineering or architectural firms. What makes these organizations unique is that, in addition to the regular…
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How to Automatically Move or Copy Files in SharePoint Using Metadata Rules
I blogged about the Rules feature in SharePoint previously. It is a replacement for the old alerts feature, which we had for years. Rules are powerful – you can create…
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Why you need the default document library on a SharePoint site
Today, I want to address a question I often receive from my loyal followers, which is about the document library that appears on each site by default. In this article,…
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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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