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SharePoint: Document Management

Tuesday, April 14, 2020, 1:30 pm4:30 pm

SharePoint is a powerful tool to manage documents and other files by providing secured, web-based document libraries. There are many features of libraries that can make your SharePoint experience a success, but it is equally important to understand the common pitfalls to avoid. This workshop takes a deep dive into SharePoint’s document management features including those that are often overlooked or underutilized. Of equal importance are the best practices that will be woven into the workshop.

Features covered:
• Uploading files to SharePoint
• Check In / Check out
• Version Control
• Tagging and categorization of documents
• Finding documents
• Library/document permissions
• Quick Edit – bulk update of properties
• The power of views
• Panel preview and viewing in browser
• Alerts on changes to documents

Best Practices:
• Why folders are bad in SharePoint
• Benefits of metadata tagging
• Limit the number of libraries
• Keep permissions simple
• Why you should use the Title field
• File naming guidelines


Tuesday, April 14, 2020
1:30 pm – 4:30 pm


Hank Moreira