SharePoint Document Management

Learn how to use content types, documents, and document libraries in SharePoint 2013 to set up document management by following step-by-step instructions in SharePoint tutorials, articles, and videos.

Document Management Basics

Components of an Electronic Document Management System
Learn what the basic components are of an Electronic Document Management System (EDMS) and in what form SharePoint makes these components available for document management.

Defining document types and metadata in an EDRMS
Learn what steps you must take to go from analyzing documents to defining metadata that can be used to index and categorize documents, and then later on to search and retrieve documents.

Defining folder structures in an EDRMS
Learn what folders are used for in document management and what types of folder structures you can create in an EDRMS.

Defining and using workflows (BPM) in EDM
Learn what you can use workflow for in an EDRMS and what steps to take when defining workflow for an EDRMS.

EDRMS: The difference between documents and records
Learn what electronic document and records management (EDRM) is and what the main differences are between documents and records.

SharePoint Document Center

Document Center site template available in WSS 3.0?
Learn how you can enable several of the document management features in WSS 3.0 that are provided by default by the Document Center site template in MOSS 2007.

Steps to create a SharePoint Document Center
Learn what a SharePoint Document Center is, what it offers in SharePoint 2010, and how to create a Document Center in SharePoint 2010.

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 Site Columns

Defining document management metadata in SharePoint
This article introduces the use of site columns in SharePoint document management and explains how site columns are defined and used in sites throughout a SharePoint site collection.

How to create a SharePoint site column
Step-by-step instructions to create a new SharePoint site column, which you can then add to a SharePoint list or document library.

Create a lookup site column to a list in SharePoint 2010
Learn how you can use data from a SharePoint list as input for a site column that can then be added to content types to create a lookup column.

SharePoint Content Types

Understanding the basics of content types in SharePoint
This article gives an executive summary of what content types in SharePoint are and how they relate to familiar terms such as document types and metadata in document management.

Design and create a document content type in SharePoint
Step-by-step example for designing a document content type and instructions on how to then create that content type in SharePoint.

How to add a content type to a SharePoint document library
Learn how to enable management of content types on a SharePoint document library and then add a content type to that SharePoint document library.

2 Ways to add a video content type to SharePoint 2010
Learn which one of two methods you can use to add a video content type to SharePoint 2010.

Adding a document template to a SharePoint document library using a content type
Learn how you can use a content type to add a document template such as a Word template or Excel spreadsheet template to a SharePoint document library.

How to set the default document template on a SharePoint document library
Step-by-step instructions to assign a document content type as the default content type on a SharePoint document library.

Understanding Document Sets in SharePoint 2010
Learn what Document Sets in SharePoint 2010 are and what are some of the ways in which you could use them in your own organization.

SharePoint Document Libraries

How to enable tree view navigation in WSS 3.0
Learn how to enable SharePoint site content to be browsable through a tree view structure in the left navigation bar.

How to add a date difference column to a SharePoint list or library
Learn how you can use the DATEDIF SharePoint function to calculate the difference between two dates in a SharePoint list or library.

How to enable check-in, check-out, and versioning on a SharePoint document library
Learn what the difference is between check-in, check-out, and versioning, and how you can enable these document management features on a SharePoint document library.

How to turn on versioning in SharePoint 2010
Get step-by-step instructions for enabling versioning on a SharePoint 2010 document library.

How to add a version column to a SharePoint document library
Step-by-step instructions to add a version column to a SharePoint document library.

2 Ways to delete a document in SharePoint 2010
Learn how you can delete a document from a SharePoint 2010 document library.

How to delete a document library in SharePoint 2010
Learn which permissions are required to delete a SharePoint 2010 document library and get step-by-step instructions for deleting a document library in SharePoint 2010.

2 Ways to move a document library in SharePoint 2010
Learn how you can move a document library from one SharePoint site to another when the site is located in the same or a different SharePoint site collection or on a different server.

How to delete a SharePoint document library template or list template
A SharePoint document library template or a SharePoint list template can be used to create clones of a SharePoint document library or a SharePoint list. Learn how you can delete these templates when you don't need them anymore.

Move documents from one library to the next in SharePoint 2010 using Open with Explorer
Learn how you can use the Open with Explorer option in SharePoint 2010 to move multiple documents at once from one SharePoint document library to another SharePoint document library on the same or a different SharePoint site.

SharePoint Web Parts

SharePoint document management web parts: Relevant Documents
Learn how to use the Relevant Documents web part, which is an out-of-the-box (OOTB) web part for use with document management in Windows SharePoint Services (WSS) 3.0.

Relevant Documents web part in SharePoint 2010
Learn how you can add a Relevant Documents web part to a page in SharePoint 2010 for displaying a list of documents that are relevant to the current user.

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.

Using a User Tasks web part for collaboration and document approval in SharePoint
Learn how you can add and use a User Tasks web part in WSS 3.0 or MOSS 2007 to notify users that a certain action is required of them, such as approving a document or providing input for collaboration.

Web Part pages vs. Wiki pages in SharePoint 2010
Learn what the differences are between Web Part pages and Wiki pages in SharePoint 2010 and how you can distinguish between these two page types on a SharePoint site.