Much ado about...documents nashville
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Transcript of Much ado about...documents nashville
Much Ado about…
… Documents
“We know what we are, but know not what we may be” - W. Shakespeare
Remember to follow @SPSNashville and tag #SPSNashville in your posts!
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Thank You for being a part of SharePoint Saturday Nashville!
Jeff Teper, Microsoft Corporate Vice President of OneDrive and
SharePoint, will lead us in discussing the future of the platform and then
take your questions.
Join us at 4pm for our final SPS Nashville session for all attendees in the State Farm room (volunteers will be providing directions to the hall).
What is the future of SharePoint?Discussion led by Jeff Teper
About Me• Liz Sundet– Business Development Manager-Focal Point Solutions, LLC.
• MBA, PMP, CBAP, CSM • Musician: Dog Lover:
• Biker: “Throttles, not pedals”• Email: [email protected]• Follow on Twitter: @percusn
• Connect with me on LinkedIn • http://www.linkedin.com/in/lizsundet/
• Blog: itsocialbutterfly.wordpress.com
Agenda:Archiving DocumentsDocument SetsDocument ID’sRecords Management
Ado: Trouble or Difficulty
“I am gone, though I am here. There is no love in you. Nay, I pray you let me go.” -William Shakespeare
Archiving Documents:
“To Climb Steep Hills Requires a slow pace at first”~ William Shakespeare
neeIs this relevant?Do I need it in the next few months?
Valid ProcessProject or Legal consideration
Archive Vs. Trash
Specify a trigger
Set the action
Transfer to Archive
also able to move to Recycle bin or Trash
“I can see he's not in your good books,' said the messenger.'No, and if he were I would burn my library.”
-William Shakespeare, Much Ado about Nothing
Steps for Document Sets:• Set up a Library• Turn on ability to view
content types• Choose “Add from existing
Site Content Types”• Select the drop down for
“document set content types”
• Add Document Set to the right hand column
Don’t forget to activate the Site Collection feature for Document Sets
All the Documents in a set will have the same “ingredients”
Fill in the form Document Set Done
“I would forget it fain,But oh, it presses to my memory,Like damnèd guilty deeds to sinners' minds.”
W. Shakespeare-Romeo and Juliet
Document ID’s
“Though she be but little, she is fierce!”
William Shakespeare, A Midsummer Night’s Dream
Setup: Site SettingsSite Collection Administration Site Collection Features
https://percusn.sharepoint.com/_layouts/15/DocIdRedir.aspx?ID=NDX2FQE7FJM7-2102554853-77Vshttps://percusn.sharepoint.com/Shared%20Documents/$RGW51NO.ppt
For pity is the virtue of the law, And none but tyrants use it cruelly – Timon of Athens.
Library SettingsRecord Declaration Settings
Record Center or In-Line?
What do you need?
What are your requirements?
To be or not to be, that is the question