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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How to use Quick Steps in SharePoint Lists & Libraries
SharePoint Lists and Document Libraries are always getting some new features, capabilities, and buttons. One such feature that was recently added to its massive menu of choices and functionalities is…
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Why do you need to pin a library to Quick Access?
One of the features that is somewhat easy to miss, but what I consider a silent hero, is the Pin to Quick access. It plays a vital role in the…
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How to create unique permissions for the library or list in SharePoint
Although it is considered best practice to manage security at the site level in SharePoint, there are situations where you need to hide certain content from specific employees. Or perhaps…
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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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