Document type vs File type vs Content type
With this post, I would like to clarify some SharePoint terminology. Call me a perfectionist, but I want to get the record straight, once and for all. I see the…
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3 ways to rename a file in SharePoint
Renaming files is something we probably do quite often. After all, file name usually provides us with lots of great metadata (additional information) about the file. Today I want to…
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How to hide folders from a document library
Did you know you could hide folders from the document library? Let’s say you have a library with a pretty complicated folder structure. Maybe you added some metadata columns to…
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How to explain SharePoint metadata to employees in 5 easy steps
I know what you are thinking. Greg, I get metadata, and I know you get metadata too. But how to explain SharePoint metadata to employees? I am glad you asked…
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3 ways to use the Title field in a SharePoint list or library
I am sure you saw this appear and wondered what it is for. You upload a document to a document library, and there is a field called Title, that you…
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How to edit SharePoint Metadata inside of the Office Documents
Did you know that you can edit SharePoint metadata inside of the Office Documents? That’s right, SharePoint is not the only place where you can tag your documents. Here is…
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How to smoothly transition your users from folders to metadata
I get this question all the time. It goes something like this. “Yeah, Greg, we know you love metadata, and it makes sense to me, but how do I convince…
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4 ways to create cool custom views in SharePoint
One of the greatest benefits of metadata is the ability to view the information in any way you desire. Whether it is a SharePoint custom list, task list, Issues Log,…
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3 reasons you need File Type metadata column in a document library
Your SharePoint Document library might contain lots of different files. Word, Excel, PowerPoint, PDF, CAD or Photoshop ones. What if you wanted to filter and quickly find only files with…
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Shall I create a List Column or Site Column?
One of the first decisions you have to make when you create metadata is whether you will be creating it at the list/library level or the site level. In case…
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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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