Follow Us: facebook twitter linkedin

Posts Tagged 'Document Management'

We are pleased to present below all posts tagged with 'Document Management'. If you still can't find what you are looking for, try using the search box.

SharePoint Document Management in 6 Steps

When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management.  Here are 6 steps to get started with SharePoint for document management. 

Document Management in SharePoint

Microsoft SharePoint: The Facts and Nothing But the Facts

About Microsoft SharePoint

There is so much information available about SharePoint that sometimes it can be confusing to understand exactly what it's all about.  Here is a very quick introduction to the facts about Microsoft SharePoint.


8 SharePoint Benefits for Document Management



Does your team struggle to store, find, share and update documents?  You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job.  Let's look at how SharePoint Document Management can help you solve this problem.

What Is SharePoint for Non-SharePoint Users (Part 2)

Welcome to part 2 in our journey of knowledge to seek the true meaning of SharePoint.  in Part 1 I got things started by explaining the WHY you should care what SharePoint is. In this part we will look at the different versions of SharePoint (Online and On-Premise) and the ways to access SharePoint.

What Is SharePoint for Non-SharePoint Users (Part 2)

5 Ways to Create a More Collaborative Workplace Using SharePoint

In today’s workplace, a company’s staff is not limited to employees who come into the office every day. Remote employees (often in their PJs) need to be able to work both independently and on a team.  When people are across the hallway or across multiple time zones, they still need to be able to work together.


SharePoint Collaboration

6 Ways an Intranet Fosters Collaboration

Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.

Why Collaboration?

Why Collaboration is Changing the Business World 

There is a lot of discussion about collaboration in the workplace, but little explanation as to why it is becoming increasingly important.  This infographic explains the four primary business-drivers behind the movement towards collaboration between employees, customers and suppliers.  

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.

Published Content Type Column Order Fixed in August 2011 CU

SharePoint 2010 has many new and very useful features, one of them being new functionality with content types via the Managed Metadata service application. It allows you to specify a content type hub, a central location for managing content types. You can then publish those content types to subscribing site collections. This opens up a lot of flexibility to manage content consistently.

Recently I ran into a scenario where I had configured content types in the hub site, and set the column order and published the content types. After awhile I had made changes to the root content type column order and re-published those changes. I found that the settings for the columns were updated (hidden, required, etc.) but the changed order did NOT update. This is fairly significant to users of a document management system as you don’t want your optional “Enterprise Keywords” field showing first with a required important required column at the bottom. Oh the humanity!

Opening PDFs in SharePoint 2010

In SharePoint 2010, you may have noticed a bit of interesting behavior when trying to open a PDF file; we certainly did.  In fact, I’m surprised more people have not come across this in their 2010 environments, or perhaps the users simply thought this was the appropriate behavior and didn’t want to inform IT.

Best Practice: Should SharePoint Replace Your File Servers?

One of SharePoint’s popular features is Document Management, which leads many organizations to migrate their data from files shares or their Document Management System over to SharePoint.  Is this best practice?  Let’s not be hasty, and look at the various things to consider on both sides of the coin.

SharePoint Conference 2009: Day 1

 

SharePoint Conference 2009We are at the Worldwide SharePoint Conference in Las Vegas this week, and all I can really say at this point is “WOW!”  The talented team at StreamLogic works with our clients on SharePoint implementations every day, so we definitely understand its popularity and what a great tool it is.  But walking into the Mandalay Bay Convention Center, I was overwhelmed and surprised; my thought…SharePoint is HUGE!

Day 1 started with keynote speeches from Steve Ballmer, Jeff Teper and Tom Rizzo.  Honestly, I would call this a pep-rally rather than a keynote address, as it had more of a ‘rock concert’ feel than a technology conference.  Overall, I sensed an emphasis on the concept of SharePoint as a ‘platform’, which is a concept we have been promoting for quite some time to our clients and via our live and web events.  This really hit-home when I attended the first ‘developer’ session of the day and there were over 3,000 (I assume developers) attending this one session!  In fact, one of the first demos that Tom Rizzo showed in the keynote was a more technical demo using the BCS (Business Connectivity Services – currently BDC in MOSS 2007) and web part development.

Filebrowser 2.0 for Microsoft Dynamics CRM 4.0

Back in 2007 I developed a solution to show Windows Explorer directories and folders inside an iframe on a CRM form. I blogged about it for the Microsoft CRM Team blog on MSDN. Filebrowser allows users to directly access files and folders in a shared directory from within CRM records. The files and folders are stored on a UNC share on your server, so they’re also accessible to non-CRM users. In addition, Filebrowser incorporated some client-side script to create and display context-sensitive fol ...

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

4
Image

SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

9
Image

SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.