Advanced Document Reminders with Power Automate and SharePoint

I’m often asked about reminder functionality for things like controlled documents and contract management. Microsoft added basic reminder functionality by providing a template solution for Power Automate. What if you need something a little more advanced? The answer is to build a custom reminder Flow. In this example I provide tips on how to build a custom workflow and show an example of the reminder … Continue reading Advanced Document Reminders with Power Automate and SharePoint

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