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
Collaboration Strategies
Staying organised as a SharePoint consultant with Microsoft 365 is crucial for managing multiple projects and a busy workload. Whether it’s organising information for clients, managing tasks, or keeping track of meetings, an efficient system is essential. For me, staying organised isn't just about managing the day-to-day—
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
How to Create a Team Site How to Create a Team Site on SharePoint is part of our SharePoint Step-by-Step tutorials in Scribe. Follow the Scribe steps below to learn how to create a team site on SharePoint. Further Resources For further reading on creating sites on SharePoint, refer to
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
SharePoint Site Templates Explained: Which One Should You Choose? If you’re creating a site in SharePoint and trying to decide which template to use, it can be a bit overwhelming at first. In my experience, understanding the differences between the templates makes this process much easier. SharePoint Site Templates
Document Libraries and Lists
How to Create a New Document Library Creating a New Document Library on SharePoint is part of our SharePoint Step-by-Step tutorials in Scribe. Follow the Scribe steps below to learn how to create a new document library in SharePoint. Further Resources For further reading on document libraries in SharePoint refer
Document Libraries and Lists
How to Add Files to a Document Library Adding files to a Document Library on SharePoint is part of our SharePoint Step-by-Step tutorials in Scribe. Follow the Scribe steps below to learn how to files to a document library in SharePoint. Further Resources For further reading on document libraries in
Getting Started with SharePoint
How to Create a Folder in a Document Library How to Create a Folder in a Document Library in SharePoint is part of our SharePoint Step-by-Step tutorials in Scribe. Follow the Scribe steps below to learn how to create a folder in a document library in SharePoint. Further Resources For