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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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Versioning settings in Document Libraries

by Asif Rehmani on May 15, 2010 | 3 comments

Document libraries provide the ability to have documents with both major and minor versions. A major version is usually a document that has been published while a minor version is still in draft state and being worked upon. The draft items can be set to be invisible to readers of the site. You will see in this video how to configure versioning settings and the best methods to utilize them.

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Creating a Document Library

by Asif Rehmani on May 15, 2010 | 2 comments

A document library is used to store any type of a document or an artifact in SharePoint. Once the document is stored in the library, you can take actions on it such as checking it out, versioning it, putting a workflow around it and a whole lot more. This video shows the creation process of a document library and also the additional options you have at the time of creation.

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Uploading Documents to Libraries

by Asif Rehmani on May 15, 2010 | 2 comments

This video shows all different options of uploading files to libraries (any of the libraries available in SharePoint). The single document upload, multiple document upload and upload using the windows explorer are all shown here. Also discussed is the ‘overwrite existing files’ flag that you should be aware of.

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Creating Document Sets

by Asif Rehmani on April 5, 2010 | 9 comments

SharePoint 2010 introduced the concept of Document Sets. A document set is just what it sounds like – a set or package of documents defined as one entity. For example, a loan mortgage application packet could be considered a document set within which you would have individual documents such as personal information, existing properties you own, loan rate declaration etc. Each of these documents could be of any type, but together they make up the document set. This video shows the process of creating a new document set from scratch.

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