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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How to create a Document Set in SharePoint Online
Time flies. It seemed like it was yesterday when I wrote a very detailed blog post on Document Sets (I remember that because Document Sets are one of the most…
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How to capture the Version History of a Document Set
Well, writing this post is such a pleasure. I get to discuss two of my most favorite features in SharePoint: Version History and Document Sets. Specifically, I would like to…
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5 ways to store and reuse document templates in SharePoint
Document templates allow for a great way to standardize on processes within an organization. Whether it is a Meeting Agenda template or a Budget Template, or a Project Charter Template,…
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4 ways to tag folders with metadata in SharePoint
From my posts, you probably already know that I am a huge advocate and proponent of metadata in SharePoint. The major limitation that exists in SharePoint is that you can…
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4 ways for law firms to manage and organize case documents in SharePoint
One category of clients I help configure SharePoint for are law firms. SharePoint makes perfect sense for the legal industry, as it allows to easily store documents in the cloud…
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Document sets – the hidden gem of SharePoint
The classic joke in SharePoint is that the debate over folder vs. metadata never ends and will probably never end. Some users prefer metadata, while others are stuck with good-old…
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3 ways to manage projects in SharePoint
So your organization has SharePoint and executes lots of projects. How do you combine the two, maximize your SharePoint investment and manage projects in SharePoint? This happens to be one…
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4 ways to configure SharePoint Document Library and organize documents
In this blog post, my goal is to explain the four available options when it comes to configuring SharePoint Document Library. Each of the four methods below is unique 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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