Getting Started with SharePoint
When working with SharePoint you would have heard of pages and sites but when it comes to SharePoint sites vs. pages, what should you be creating and when? While they sound similar, they serve distinct purposes in creating an organised, user-friendly workspace. Think of them as building blocks of your
Information Architecture
For anyone familiar with SharePoint, the debate over metadata vs. folders in SharePoint has likely come up more than once. It’s a topic that can spark spirited conversations, especially when working with end users who are often resistant to change. After years of working with SharePoint, I’ve found
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
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
Information Architecture
When working with new clients and reviewing their information architecture, I always recommend implementing a functional classification scheme. Over my years of experience, I’ve seen firsthand how this approach can transform document management in SharePoint Online, ensuring stability, efficiency, compliance and importantly, scalability. Let me explain what a functional
Getting Started with SharePoint
What is Metadata? I know you keep hearing the word, but you might not fully understand what it means or why it's so important in SharePoint. Do not worry, you are not alone! Metadata can seem like a daunting concept at first, but it's a powerful
Getting Started with SharePoint
How to Add a Choice Column and Add Metadata How to create a choice column and add metadata on SharePoint is part of our SharePoint Step-by-Step tutorials in Scribe. Follow the Scribe steps below to learn how to create a choice column and add metadata in a SharePoint Document Library.