Designs for SharePoint DM – DOCUMENT MANAGEMENT FOR SHAREPOINT

Setting up SharePoint columns and content types

By Michael Hirst | October 17, 2019 |

Some of the techniques I use for testing out SharePoint columns and content types and then going live with them.

Achieving ‘zero profiling’ in SharePoint document management

By Michael Hirst | August 7, 2019 |

Zero profiling is a term I came across at MacroView for allowing users to file documents in SharePoint without having to fill in any metadata fields, i.e. ‘drag-and-drop’, or ‘Save’, and its done. For zero profiling to work default values have to be well thought out, and any required columns MUST have a default value…

Setting defaults in SharePoint document management

By Michael Hirst | October 17, 2016 |

Setting relevant defaults when profiling a document is standard practice in any successful document management system. There are a number of ways to make use of defaults in SharePoint document management, and also a number of things to watch out for. Defaults can be set to appear on the document properties (profile) form for the user…