7 Ways to Organize Project Documents in SharePoint
It is probably impossible to find a company that never does any projects. So it is no surprise that one of the most common questions I get from clients looking…
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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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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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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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