Saturday, December 30, 2023

Top 5 Best Practices for Document Management in SharePoint

The following are five best practices for document management in SharePoint:

  1. Utilize metadata to tag documents, rather than recreating network drive folders. This allows for more efficient organization and retrieval of documents.
  2. Utilize content types for dynamic meta tagging. This allows one to set dynamic properties/meta tags depending on the document uploaded.
  3. Utilize alerts for a document library or list to be notified if files or items in the library or list have been deleted or changed by someone else.
  4. Utilize version control/check-out features. By default this functionality is not turned on by default but can be in order to help protect accidental edits of documents.
  5. Utilize the creation of views to display what is applicable and needed. Views can also be utilized to help manage space on a page.

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