Documents
2 Ways to delete a document in SharePoint 2010
Documents are generally stored in document libraries in SharePoint. A feature of any good document management system is having the ability to delete and restore deleted documents. In SharePoint 2010, you can use either SharePoint’s web browser interface or Windows explorer to delete one or more documents from a document library. To delete a document from the SharePoint 2010 browser interface: In SharePoint ...
2 Ways to move a document library in SharePoint 2010
Document libraries reside on sites in SharePoint. And a site belongs to a parent SharePoint site collection. In the event that you want to move a document library in SharePoint 2010, there are two possible situations: Move a document library between sites in the same SharePoint site collection. Move a document library between sites in different SharePoint site collections or on different servers. In ...
Move documents from one library to the next in SharePoint 2010 using Open with Explorer
Moving documents from one SharePoint document library to another either on the same SharePoint site or a different SharePoint site is an essential activity for document management in SharePoint. There are several ways to move documents between SharePoint sites and document libraries, one of which is to use a SharePoint Designer workflow to move documents from one SharePoint library to the ...
How to turn on versioning in SharePoint 2010
Versioning in SharePoint allows you to apply incremental numbers to documents in a SharePoint document library and thereby keep track of the changes made to documents. A document version number can consist of a major version only, such as for example 1, 2, 3, etc., or it can consist of a combination of a major and minor version such as for ...
SharePoint Video Tutorial: Use a content type to add a document template to a SharePoint document library
The steps described in the video above can also be found in the following SharePoint document management article: Adding a document template to a SharePoint document library using a content type. In this SharePoint document management video you learned... How to create a custom SharePoint site content type based on the Document parent content type. How to assign a document template for an ...
How to move a SharePoint Document Library using a List Template
There are several ways to move documents that are stored in a SharePoint document library, some of which include manual copying or moving of documents, programmatically moving a SharePoint document library, or as the video above demonstrates, using a SharePoint list template to copy a SharePoint document library and its documents from one site to another. Please note that the method ...
SharePoint Designer workflow: Create a new document based on a content type
Scenario You want to use a SharePoint Designer workflow to create a Word, Excel, or any other type of document that is based on a document template that was added as a content type to a SharePoint document library. Solution You can use the Create List Item action in a SharePoint Designer workflow to create a new document that is based on a ...
Design and create a document content type in SharePoint
Document content types in SharePoint While SharePoint offers several types of site content types, the two most important content types for document management in SharePoint are used to create: Documents Folders Site content types used to create documents are called document content types, and those for folders, folder content types. Document and folder content types encapsulate the metadata, workflows, policies, and other settings of documents ...
Adding a document template to a SharePoint document library using a content type
You can use site content types to assign one or more document templates to a SharePoint document library. This means that you can create document templates that define the structure of documents and then add these document templates to a document library, so that users can create documents based on these document templates. Figure 1. Document templates assigned ...
SharePoint document management web parts: Relevant Documents
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 Relevant Documents web part allows you to: Display documents that were last ...
Defining document management metadata in SharePoint
Introduction to SharePoint site columns Site columns are at the core of document management in SharePoint. As mentioned in Defining document types and metadata in an EDRMS, you can use site columns in SharePoint to define metadata and content types to define the document types that make use of site columns. Site columns provide a central and reusable model for defining columns: You can ...
Defining document types and metadata in an EDRMS
Document types Document types describe the document's content in electronic form (such as an image) and the information associated with the document. You can use document types to index and categorize documents in an EDRMS. Indexing information in documents is commonly referred to as metadata. Metadata describes things such as the type of document, the creation date of the document, the filing date ...