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

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

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