Collaboration Strategies
The SharePoint Request Sign-Off workflow is one of the most underutilised features, yet it holds immense potential to transform your approval processes. In this deep dive, I’ll not only guide you through how this functionality works but also share practical use cases and an exclusive step-by-step Scribe for setting
Document Libraries and Lists
What Are Document Sets in SharePoint? Document sets in SharePoint are powerful tools for organising and managing groups of related documents. Think of a document set as a special folder that brings together multiple documents and applies shared metadata, workflows, and versioning. They’re especially useful when you need to
Document Libraries and Lists
Managing multiple projects within a program can be a logistical challenge. By using SharePoint Document Sets, you can simplify your workflows, track progress more effectively, and maintain a structured repository for all project-related documents. This post will walk you through setting up a project management solution in SharePoint using Document
Document Libraries and Lists
Creating a SharePoint Asset Library for your marketing department is a quick and effective way to streamline content management. In just a few steps, you can set up a centralised space to store, organise, and easily access all your marketing materials. This exclusive post for Patreon subscribers walks you through
Collaboration Strategies
Every morning, before diving into the day’s chaos, I start with a calming ritual: opening Microsoft To Do. It’s my way of prioritising what needs to get done around the house and in life outside of work. With a hot cup of coffee in hand, I take a
Document Libraries and Lists
Mastering SharePoint document libraries is key to unlocking their full potential as one of the platform's most powerful tools. Think of a document library as a digital filing cabinet designed to store, organise, and manage your organisation’s documents. But it’s much more than just storage—it
Document Libraries and Lists
Document management can be a tricky business, especially in fast-paced environments where multiple team members are collaborating on the same files. SharePoint offers a powerful solution to this challenge: document versioning. This essential feature ensures your team stays organised and maintains a clear history of document changes, making collaboration seamless
Document Libraries and Lists
Let’s talk about document management—the backbone of many organisations and yet often a source of stress. If you’ve ever spent 15 minutes hunting for "that one version of the document," you’re not alone. But here’s the good news: You can simplify document management
Document Libraries and Lists
Setting up a term store in SharePoint is a foundational step to ensuring your organisation's content is well-organised and easily accessible. This process involves creating a set of standardised terms that can be used across the platform, known as Managed Metadata. Managed metadata allows you to categorise and
Document Libraries and Lists
Welcome to my post on document sets. Following is a step-by-step guide to creating document sets in SharePoint. Introduction to Document Sets In SharePoint Online, a Document Set is a special kind of folder that combines multiple documents into a single entity, allowing for easy management and versioning. This feature
Document Libraries and Lists
If you’ve ever scrolled endlessly through a SharePoint document library searching for that one elusive file, you know the frustration of a poorly organised system. Enter metadata: the unsung hero of document libraries. By leveraging metadata in SharePoint document libraries effectively, you can transform your SharePoint experience, making it
Document Libraries and Lists
Creating a structured and efficient SharePoint document library doesn’t have to be complicated or time-consuming. In this post, I’ll show you how to set up a Human Resources SharePoint library under 30 minutes. This library will include folders for HR topics, a custom content type, metadata for easy