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Designs for SharePoint DM

Achieving ‘zero profiling’ in SharePoint document management

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…

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Setting defaults in SharePoint document management

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…

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