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Document Callout menu in SharePoint 2013

by Asif Rehmani on October 9, 2012 | no comments

The document callout menu shows the preview of the document as well as many other properties to manage the document. This video shows how you can best utilize this functionality.

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Moving documents within and across libraries

by Asif Rehmani on September 24, 2012 | 1 comment

SharePoint 2013 web interface allows for direct movement of documents within and across document libraries. However, there are some limitations. Watch this video to see what you can and cannot do when dragging and dropping documents from root to folder, folder to folder and even across libraries.

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Use Content Organizer to Route Documents

by Asif Rehmani on September 24, 2012 | no comments

Using Content Organizer, creating rules to route documents to specific locations in Microsoft SharePoint Server 2010 helps expedite the process of filing records in their respective SharePoint libraries and folders. As a major component of records management, creating rules to route records should also be part of your file plan.

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Uploading documents to Documents library in SharePoint 2013

by Asif Rehmani on July 17, 2012 | 8 comments

Uploading documents to a Documents library (App) in SharePoint 2013 is very intuitive. Just drag and drop the files directly on the web interface of the library. This video shows how that’s done.

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Use Managed Metadata for navigating Documents

by Asif Rehmani on October 28, 2010 | no comments

Managed metadata can be defined as your taxonomy at the site collection level. You can use this metadata to tag documents in a library. Then these tagged documents can be filtered using the metadata navigation settings at the library level.

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Send a copy of document to another library

by Asif Rehmani on August 2, 2010 | 4 comments

All SharePoint document libraries provide the ability to send a copy of a document from one location to another. This can be done even across site collection boundaries. Once the document is sent, the link between the documents is still kept alive so if the source document changes, it can update the copy of the document.

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Working with documents in Explorer View

by Asif Rehmani on August 2, 2010 | 2 comments

The windows explorer view is a very easy and natural environment in which to work with your documents. This video shows how you can use the windows explorer environment for working with documents in SharePoint document libraries – easily copy/paste, drag and drop files, create folders and more.

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Utilize Content Types to define and organize your content

by Asif Rehmani on July 15, 2010 | no comments

Organizations create multiple types of content. For example, in any business, you have expense reports and status reports that need to be filled out by employees. In other organizations, you might have legal contracts, marketing proposals and more. You can get a handle on all this type of content and organize and manage it throughout your organization, utilizing content types in SharePoint.

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Utilizing Site Columns

by Asif Rehmani on July 15, 2010 | 1 comment

Site columns are reusable column definitions. They are template of columns which are defined at the site level as opposed to list columns which are created one at a time to be used in a list or library. Watch this video to learn why you would want to use site columns and how exactly to utilize them.

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Check Out, Check In process in Document Libraries

by Asif Rehmani on July 2, 2010 | no comments

When managing documents in document libraries, it is a best practice to utilize the Check out / Check in procedures for documents. This functionality is automatically available and turned on for All libraries in SharePoint. This video demonstrates how you can utilize this functionality properly to prevent losing valuable data. In addition, this video shows how you can require documents to be always checked out before being edited.

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