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

SharePoint Basics : Team Sites

Recently I’ve been working with several clients who are moving to Office 365 and migrating from network drives to SharePoint Online. It reminded me that while I spend a lot of time working with people who already have exposure to SharePoint, this new wave of people are first timers. The SharePoint Team Site is the basic building block of a Document-centric SharePoint environment. If you … Continue reading SharePoint Basics : Team Sites

Office 365 Change Tenant URL

Almost 9 years ago when we started our company Office 365 didn’t exist. In the rush to setup the company we didn’t spend much time on brand and naming as we had already secured several projects and were focused on getting into delivery. 4 years ago we rebranded and discovered that we couldn’t change the URL on SharePoint Online. I logged a request to join … Continue reading Office 365 Change Tenant URL

Team work for community good

I’ve been working on a very interesting project to help a group of community service organisations work better together. Here are a few thoughts and lessons I’ve learnt that others might benefit from too. This is a great example of how technology can benefit NGO’s. In Canterbury, New Zealand where I live, these organisations tend to be small and want to spend their budget on … Continue reading Team work for community good

Using SharePoint with Microsoft Teams

One of the most common questions I’ve been asked recently is ‘should we use Teams or SharePoint?”. Being a consulting it is always tempting to say “well it depends”…The good news is you can use both together. The video below explains how to surface pages and libraries from SharePoint into Microsoft Teams. If you need to migrate content into Teams from your old on-premises SharePoint … Continue reading Using SharePoint with Microsoft Teams

Flow Approvals with SharePoint Document Publishing

UPDATE: Since writing this blog, Microsoft have rebranded Flow as PowerAutomate. Creating a Flow from a SharePoint Online document library reveals a template “request managers approval for selected file” Flow. Once configured, a Flow becomes available form the Flow menu that send starts and approval process, however it is missing one key feature. It doesn’t actually approve a draft item and publish it. SharePoint document … Continue reading Flow Approvals with SharePoint Document Publishing

SharePoint Newsletter

If you’ve found yourself reading this then chances are you’re interested in SharePoint. One of the real challenges of Modern SharePoint is keeping current. These days SharePoint doesn’t just mean SharePoint, it’s a combination of SharePoint and a wide range of Office 365 and Azure features that make up the tool kit. As a SharePoint Consultant I see a new wave of people either coming … Continue reading SharePoint Newsletter