Webinar Recording: Supercharging your SharePoint Document Management
ฝัง
- เผยแพร่เมื่อ 16 ก.ย. 2024
- About the Session…
Due to the rave reviews received following the delivery of this session at last year’s Digital Workplace Conference in Melbourne, we decided to offer it as a free webinar for those who couldn’t make it on the day, or even those who fancy seeing it again!
This 1-hour session provides insights, hints, tips and best practices to take your SharePoint document management practices to the next level:
* Learn how to maximise efficiency and findability of your business-critical documents
* Discover the vital role of Content Types in defining the information architecture of your SharePoint environment
* Utilise Managed Metadata to help you and your users categorise - and therefore more easily find - documents and other information stored within your SharePoint sites
* Leverage Document Sets to further group and categorise your documents
Surface the full power of SharePoint through Microsoft Teams
About the Presenter…
Russ Norton (Managing Director, 3grow | Microsoft 365 Training) has been delivering IT training, workshops and consultancy on a wide variety of applications since 2003, as well as a variety of soft skills courses. Since 2007, Russ has specialised in Microsoft SharePoint and later, the wider Microsoft 365 suite, developing & delivering courses in SharePoint, Teams, InfoPath, Project Server, Nintex, Power Apps, Power Automate & Power BI, to name a few.
In recent years, Russ has overseen large scale training roll-outs for the likes of Tourism Australia, University of South Australia, and was heavily involved in the ‘Elite End User Engagement’ training and exam on behalf of Microsoft New Zealand, amongst many others.
Russ also presents regular sessions at ‘SharePoint/Microsoft 365 Saturday’ and SharePoint User Group events around Australia, just as he did back in the UK, and has also presented at the European SharePoint Best Practices Conference in London.
Chapters:
00:00:55 About Russ
00:01:26 About 3grow
00:01:50 Agenda
00:03:27 SharePoint Folders
00:11:20 SharePoint Columns & Views
00:21:40 SharePoint Content Types
00:27:45 The Content Type Hub (org-wide Content Types)
00:36:05 Demo of Content Types
00:47:04 SharePoint Document Sets
01:08:27 Teams-first vs SharePoint-first Architecture
01:10:15 Q&A
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Very informative. Thanks for this...
It's a good approach, but employees have been using the legacy folder structure since the early days of Windows File Explorer and mac finder. They are deeply ingrained in the hierarchical system of folders and sub,sub,sub folders, they will never adapt to a new method like this.
That’s a very defeatist approach… 😉
Users are far more likely to adopt a new method of working if they see the benefits to the organisation, or the benefit to themselves as individuals.
Those taxi/delivery drivers in the early 1900s who refused to learn to drive automobiles and stuck to their horses and carts are likely to have lost business to those who adopted modern, more efficient, work practices…
And as harsh as it may sound, employees are paid to do a job. That job may change a little, but it’s still the job they’re being paid to do. If they refuse to change with the times, I’m sure there’s plenty of people waiting in the wings to replace them 🤷🏼♂️
Another point worth adding, is that staff are far more likely to adopt new ways of working if they’ve received appropriate training and are therefore comfortable with the tools which would massively improve efficiency…
Can people still drop documents in one Drive without specifying metadata?
If you’re using Document Sets, these will display as folders through File Explorer if you’ve synced using OneDrive for Business. Creating/adding a document to one of these Document Sets through File Explorer provides the same end result as if you were to drag and drop/upload via the browser: the file will be based on the default document content type, and inherit any shared column values from the Document Set.
Promo SM 🌹