SharePoint Online Site Structure

How do you decide on the structure of your SharePoint environment? In this blog I’ll talk about how to structure your SharePoint environment to make it easy to apply policies for sharing, retention and content sensitivity. I will focus on SharePoint Modern Team sites in this post, although some of this also applies to Modern Communication sites. The basic building blocks of SharePoint from a … Continue reading SharePoint Online Site Structure

Controlled Documents with SharePoint Online

Can SharePoint be used to manage Controlled Documents? This was the subject of a webinar I ran recently. I demonstrated some of the advanced document management features and using Power Automate to build approval processes. During the webinar I talk about the common requirements for a controlled document system, process complexities and the some of the additional things you could do to enhance a solution. … Continue reading Controlled Documents with SharePoint Online

SharePoint Column Formatting with JSON

Do you need to format the columns in your document library to highlight fields of a particular status or within a date range? This blog includes the example code the video demo on my YouTube channel. To access the column formatting feature, go to your SharePoint List or Library and then click the heading of the column you want to format. You will bee the … Continue reading SharePoint Column Formatting with JSON

Community Collaboration with Microsoft Teams

Our communities are the home for many small non-profit organisations that often rely on donations to provide services to those in need. The people who work in these organisations come from all sorts of backgrounds and share a common goal to help others. They are often constrained by skills, budget or time. Towards the end of 2019 I was invited to take part in a … Continue reading Community Collaboration with Microsoft Teams

Microsoft Teams ‘Who’ App

Apps provide a way of extending the basic functionality of Microsoft Teams. As a Manager during the lockdown I’ve found myself needing to touch base with my team both formal and informal ways. The Who App / Who Bot really makes the informal chat’s easy. The Who App is include as part of Teams, but needs to be added before the functionality is available. Who … Continue reading Microsoft Teams ‘Who’ App

SharePoint Online Get Signatures Workflow

SharePoint 2010 introduced an out of the box workflow for collecting signatures. This workflow is still available in SharePoint 2016, 2019 and SharePoint Online and is a quick way to gather signatures for documents without needing a third-party add-on like DocuSign. This video walks through setting up a SharePoint library and Word document for signing using the ‘old school’ workflow in Office 365. The main … Continue reading SharePoint Online Get Signatures Workflow