The following are five best practices for document management in SharePoint:
- Utilize metadata to tag documents, rather than recreating network drive folders. This allows for more efficient organization and retrieval of documents.
- Utilize content types for dynamic meta tagging. This allows one to set dynamic properties/meta tags depending on the document uploaded.
- 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.
- 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.
- Utilize the creation of views to display what is applicable and needed. Views can also be utilized to help manage space on a page.
