It’s very easy for a SharePoint user to lose a document in a library, either because they forgot to add metadata to it which meant the file is now suddenly not where they would expect in filtered views to simply forgetting to check the file in which means they can’t search for it. Keep reading for a few simple methods of locating a document in a library.
Document templates in SharePoint are a very important tool that can be the difference between a well organised intranet or a mess of documents containing different styles, metadata, content etc. So it’s important to know how to add document templates to libraries.
Continue reading “How to Add Document Templates (Content Types) to a Library”
Rather than creating Folders, which can and generally will cause issues in SharePoint, to organize your documents, it’s far more useful to create Views.
A View is simply a filtered and ordered listing of a Library. When you create a view you can store it either for general use, or for your own personal use (it’s tied to your username).
Private views can be helpful for grouping together relevant information, views can also be shared with others but start off as private to the creator.
Continue reading “Creating a Private View in Dynamics CRM 2013”
There are quite a few ways to upload files to SharePoint 2013, read on for three of the simplest ways to upload any file with no hassle.
Continue reading “How to Save to SharePoint 2013: 3 Different Methods”