Tag: Document

Migrating Exchange Server to Office 365 in Easy 4 steps
Migrating Exchange Server to Office 365 in Easy 4 steps
Blog Posts

Migrating from Microsoft Exchange Server 2003, 2007 and 2010 to Office 365 can be achieved in the simplest way via a cutover migration. That is a cutover from one service to another and hence that name. The entire migration is an easy to follow 4 step process as laid out below. #1 – Planning – Administrators… READ MORE

Rich Text Column in SharePoint Document Library
Rich Text Column in SharePoint Document Library
Blog Posts

Problem: Could not add rich text columns to SharePoint document library, Picture Library and other type of Libraries! Little background: End user created in document library with type “Description” column as “Multiple lines of text”and expecting this column to is expecting to have the Rich text capability. so, tried editing the column, and found no… READ MORE

How to translate a document from one language to another using Microsoft Flow
How to translate a document from one language to another using Microsoft Flow
Blog Posts

Microsoft Flow is a powerful cloud-based service that provides line-of-business users to create automated workflows. Microsoft Flow helps to connect with multiple data sources and services including Office 365, SharePoint, Trello, Salesforce, Dynamic 365, Google Drive, OneDrive, Dropbox, DocuSign, HelloSign, Azure App services, Microsoft Translator and custom APIs etc. In this blog, we are going… READ MORE

How to Avoid SharePoint Document Security Mistakes
How to Avoid SharePoint Document Security Mistakes
Blog Posts

Security is a real issue when we are discussing SharePoint Management. You know that. No wonder one of the most common mistakes enterprises are facing when dealing with SharePoint, is having end users with more access privileges to documents that they should.

It seems a simple problem to solve, but the reality of controlling employee’s access to confidential content, and making sure their access is not too broad, is a challenge for many.

That is why I decided to include, as one of the coverage points of our SharePoint Document Management blog series, some tips about SharePoint permissions, sharing how to give access to resources correctly, how to prevent SharePoint security breaches, and how to plan your permissions without compromising your document management and automation system in SharePoint.

Nintex for Marketing: Streamline the Document Review & Approval
Nintex for Marketing: Streamline the Document Review & Approval
Blog Posts

In a world exploding with content, marketing teams bear the burden of producing an increasing volume of marketing assets on time. And while technology has accelerated the ability to create and distribute plethora of creative content, one thing has not changed: every bit of that content still requires approval.

Optimal Designs for Managing Documents in SharePoint
Optimal Designs for Managing Documents in SharePoint
Blog Posts

As more organizations explore the potential of using Microsoft SharePoint for Document Management and Email Management a question that arises frequently is “What is the best Information Architecture for a SharePoint DM store?” In other words, what is the best way to arrange the various SharePoint 2010 ‘building blocks’ – Site Collections, Sites, Document Libraries, Document Sets, Folders and metadata columns – to come up a design that is optimal in terms of volume handling, functionality and ease of use? That last objective – ease of use – is critical because if the users do not find it easy to interact with the document store they will likely store their documents in file shares or local drives and their emails in Outlook folders and the SharePoint DM project will not be successful.