I happily stumbled across an update to modern document libraries I hadn’t noticed before. The modern document library “new item” menu now includes an option to “Edit New Menu” which pulls up this pane in-context: And also includes the ability to upload a new template directly from the menu, rather than through content type settings. […]
SharePoint has many out-of-the-box (OOTB) ways to improve the way data is displayed in lists and libraries. Many of these can alleviate headache your users experience when adapting to a new way of working with their abundance of ever-growing information. Let’s check out a few things you can do right now, in less than five […]
This post is a continuation of 10 reasons putting team/department documents in SharePoint is better than shared drives. See part one for information about: Version history Approvals/Administration Check-in/Check-out Co-editing Archiving & retention And below for information about: Sharing and security Remote access Metadata and views Workflows & alerts Sync & export
You know that one file, right? The one named “Agenda.docx” in the folder called “November” in the “2008” folder in another folder called “DO NOT Delete” in the “Archive” folder of the “Retired Committees” folder? Me either. And chances are you don’t need it anymore. But managing team/department documents on traditional shared drives has challenges […]
Yesterday in a SharePoint 200 session I gave at Lawrence Memorial Hospital, I shared one of my favorite SharePoint “nuggets” which is the “Edit” icon available out-of-the-box, and easily added by any level of user in just 4-5 steps. This edit icon column can be added to any list or library view in SharePoint and […]
Currently, with a new “Preview” action release in Microsoft Flow, we’re able to convert documents to PDF in OneDrive for Business. While this isn’t ready for SharePoint yet, we can make it look that way for our end users.
Learn to create documents via SharePoint workflow that use a template and are capable of using “merge fields” based on list item data