How SharePoint metadata helps to preserve the ‘single source of truth’

Ever since computers appeared in the workplace, it has been common practice to download, copy or move documents, or attach them to emails. Consequently, documents are frequently duplicated (including in multiple mailboxes) and, in the absence of useful metadata to assist in identification, it can be difficult to locate the original 'source of truth'. This …

Advertisement

Using color-coded calendars in SharePoint to manage resources

Color-coded calendars in SharePoint are a simple to create, visually appealing, popular and easy way to manage resources that, for whatever reason, cannot be managed using Outlook calendars. A common use case for this option is to manage pool cars in 'local' business areas (as opposed to the entire organisation). This avoids having to add …

Capture data in Microsoft Forms to create a new template agreement in SharePoint

In my previous post I described how to auto-create and populate Word template agreements or other similar types of standard documents in SharePoint from a SharePoint list. This post describes how to capture data in a form in Microsoft (MS) Forms - including from external users - to create a template document. It assumes you …