SharePoint 2013

Learn how to use SharePoint 2013 to set up document management or create workflows by following step-by-step instructions in SharePoint tutorials, articles, and videos.

SharePoint 2013 Document Management

Creating and deleting SharePoint 2013 content types
Learn how you can create and delete Microsoft SharePoint content types in SharePoint 2013.

Create a SharePoint 2013 document library
Learn what a document library is and how you can create a document library in SharePoint 2013.

SharePoint 2013 Document Center site
Learn what a SharePoint 2013 Document Center site is, what it offers, and how to create one in SharePoint 2013.

SharePoint 2013 Relevant Documents web part
Learn how you can add a Relevant Documents web part to a page in SharePoint 2013 for displaying a list of documents that are relevant to the current user.

SharePoint workflow to create a document from a list item
Learn how you can use a SharePoint Designer workflow to create a document in a SharePoint document library based on data that is stored in a SharePoint list item.

SharePoint workflow to move a document to a folder
Learn how you can use a SharePoint Designer workflow to move a document from a SharePoint document library on one SharePoint site to a specific folder in a document library on another site in SharePoint 2013.

Manually copy a document to a SharePoint document library folder
Learn how you can manually copy a document from one document library to a specific folder in another SharePoint document library on the same site or on a different site in the same SharePoint site collection.

SharePoint 2013 Records Management

Create a Records Center site in SharePoint 2013
Learn what a record is, how it relates to documents and records management, what a SharePoint 2013 Records Center site is, and how to create one in SharePoint 2013.

Manually move a document to a Records Center in SharePoint 2013
Learn how you can manually move a document to a Records Center in SharePoint 2013.

Create a content type for document routing to a Records Center
Learn how to create a content type that can be used to create documents that can be sent to a particular SharePoint document library in a SharePoint Records Center.

Move a document to a SharePoint Records Center via a workflow
Learn how you can use a SharePoint Designer workflow to move a document from a SharePoint document library on one SharePoint site to a specific SharePoint document libary on a Records Center site in SharePoint 2013.

SharePoint Designer 2013 Workflow Basics

Basic tasks for creating SharePoint Designer workflows
Learn to perform basic tasks when creating workflows in SharePoint Designer 2013.

SharePoint Designer workflow Create and Update List Item actions
Learn how you can use the Create List Item and Update List Item actions to create a SharePoint list item and then update one or more of its fields in the same SharePoint Designer 2013 workflow.

SharePoint Designer workflow string actions
Learn which workflow actions to manipulate strings are available in SharePoint Designer 2013.

SharePoint Designer 2013 workflow If-Else condition
Learn how you can add an If-Else condtion to a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow goto step basics
Learn how to use the Transition to stage section of a Stage in a SharePoint Designer 2013 workflow to go to another Stage or another Step within the workflow.

SharePoint Designer 2013 workflow loop basics
Learn the basics of the 'Loop n Times' and 'Loop with Condition' loop in a SharePoint Designer workflow and get examples of how to use them.

Use SharePoint Designer 2013 workflow variables to get day of week
Learn how you can create and use workflow variables in SharePoint Designer 2013 to retrieve the name of the current day of the week based on the current date.

SharePoint Designer 2013 List Workflows

Create a simple SharePoint Designer 2013 workflow
Learn how you can create a simple and basic list workflow in SharePoint Designer 2013 that updates a field in a SharePoint list item with the current date.

SharePoint Designer 2013 Reusable Workflows

Create a SharePoint Designer 2013 reusable workflow
Learn how you can create a reusable workflow in SharePoint Designer 2013.

Associate a SharePoint 2013 workflow with a document library
Learn how you can associate a SharePoint Designer 2013 reusable workflow with a SharePoint document library.

SharePoint Designer 2013 Site Workflows

Create and start a SharePoint Designer 2013 site workflow
Learn how you can create a site workflow in SharePoint Designer 2013 and then start and run it in SharePoint 2013.

Pass a value to a SharePoint Designer 2013 site workflow
Learn how you can use workflow parameters to pass values to a SharePoint Designer 2013 site workflow.

SharePoint Designer 2013 workflow to start another workflow
Learn how to use the 'Start a Site Workflow' action to start a workflow from within a different SharePoint Designer 2013 workflow and find an item to update in a SharePoint list.

SharePoint Designer 2013 Workflow String Manipulations

SharePoint Designer 2013 workflow to concatenate strings
Learn how you can use the String Builder in SharePoint Designer 2013 to concatenate two or more strings with each other.

SharePoint Designer 2013 workflow to propercase strings
Learn how you can make a string start with a capital letter in a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow string length retrieval
Learn how you can retrieve the length of a string from within a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow loop to remove spaces
Learn how you can use a loop in a SharePoint Designer 2013 workflow to remove all spaces from a text string.

SharePoint Designer 2013 workflow loop through characters of a string
Learn how you can loop through all of the characters of a string to retrieve each character that is contained within a word from within a SharePoint Designer 2013 workflow.

Convert strings to uppercase or lowercase in a SharePoint Designer 2013 workflow
Learn how you can make a string uppercase or lowercase in a SharePoint Designer 2013 workflow.