SharePoint document management web parts: Relevant Documents

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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.

Introduction

One of the Windows SharePoint Services (WSS) 3.0 out-of-the-box (OOTB) web parts you can use for document management in SharePoint is the Relevant Documents web part.

The Relevant Documents web part helps you create a personalized view of the documents you (as the currently logged on user) are working with.

The Relevants Documents web part in SharePoint.

The Relevant Documents web part allows you to:

  • Display documents that were last modified by the current user
  • Display documents that were created by the current user
  • Display documents that are checked out to the current user
  • Display a link to the folder or list containing a particular document

If you are working in an environment with a lot of documents, the Relevant Documents web part can help you save time when locating and using documents.

Adding the Relevant Documents web part to a SharePoint web page

To add the Relevant Documents web part to a SharePoint web page:

  1. Go to the SharePoint site and web page to which you want to add the web part.
  2. On the Site Actions menu, click Edit Page.
  3. On the web part zone where you want to add the Relevant Documents web part, click Add a Web Part.
  4. On the Add Web Parts web page dialog, select Relevant Documents, and click Add.
    The Add Web Parts web page dialog in SharePoint with the Relevant Documents web part selected.
    The Relevant Documents web part in the left web part zone on a SharePoint web page.
  5. On the Relevant Documents web part, click edit, and then Modify Shared Web Part (when adding the web part to the Shared version of a page).
  6. In the Relevant Documents web part properties on the right side of the screen, click Data to expand the Data section.
  7. In the Data section, select the features you wish the Relevant Documents web part to display, and click OK.
    The Data features section of the Relevant Documents web part in SharePoint.
  8. Click Exit Edit Mode when you’re done editing the SharePoint web page.

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