SharePoint document libraries
2 Ways to add a video content type to SharePoint 2010
SharePoint 2010 supports the uploading and storing of media files such as image files, audio files, and video files. If you want to upload a video to a SharePoint document library, you can choose to provide metadata for the video by associating it with the Video content type. The Video content type is one of the default content types that comes with ...
Steps to create a SharePoint Document Center
A Document Center is a site in SharePoint, so you can create it just like you create any other type of site in SharePoint 2010. The only difference with other types of sites is that a SharePoint Document Center is optimized by default for creating, using, and storing a large amount of documents. You can create a SharePoint Document Center to ...
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 ...
Add a button to the Ribbon to start a workflow in SharePoint 2010
SharePoint 2010 lists and libraries customization tools include the ability to add a new Quick Step to the Ribbon. A Quick Step allows you to select an item in a SharePoint list or library and then with the click of a button initiate a SharePoint Designer workflow on the selected item.
How to delete a document library in SharePoint 2010
There might be times when you want to delete an entire document library in SharePoint 2010 as part of your processes and procedures for document management in SharePoint.
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 ...
How to add a date difference column to a SharePoint list or library
Introduction Document Management almost always involve working with dates, such as start dates, end dates, due dates, etc. And often, you might want to perform date calculations, for example, to find out how many days are left before a due date arrives, that is, calculate the difference between two dates. You can create a calculated column in SharePoint to calculate date differences ...
How to add a version column to a SharePoint document library
Introduction to versioning in SharePoint Document management systems should allow for the tracking and maintaining of versions of documents. Windows SharePoint Services (WSS) 3.0 and MOSS 2007 offer the possibility to maintain the history of the versions that each document goes through. While it is not enabled by default, you can enable versioning on SharePoint document libraries, and once you do, you ...
How to set the default document template on a SharePoint document library
The default document template on a SharePoint document library is defined as the document template of the first content type listed under the menu of the New button on the SharePoint document library. The importance of the order of document templates listed under the menu of the New button on a SharePoint document library becomes apparent when you want to use ...
Document Center site template available in WSS 3.0?
What is the Document Center? The Document Center is a site template that comes with Microsoft Office SharePoint Server (MOSS) 2007. It provides features for creating and managing large sets of documents. The Document Center is not available in WSS 3.0, but you can enable several of the features provided by the Document Center in MOSS 2007, in WSS 3.0. Enabling Document Center features in ...
How to add a content type to a SharePoint document library
You can use content types in SharePoint to define document types. Content types consist of site columns, which are used to define metadata of documents in SharePoint. Content types allow you to store documents of different types in the same SharePoint document library. For example, you can use content types to define multiple document templates on a SharePoint document library. Adding ...
How to enable check-in, check-out, and versioning on a SharePoint document library
Check-in and check-out Check-in and check-out in document management controls the editing of documents by multiple people. It ensures that only one person can edit a document at a time. To edit a document, a user would first have to check-out a document. This prevents anyone else from editing the document until that user checks the document back in. During the period that ...
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 ...
Visual Studio workflow: Copy a document from one SharePoint document library to another
Workflow description This article demonstrates how you can create a Visual Studio workflow that can be manually started on a document in a SharePoint document library to copy that document to another document library on the same or another SharePoint site. Creating the custom SharePoint workflow In SharePoint, create 2 document libraries: One to copy documents from and another one to store the copied documents ...
How to enable a Visual Studio workflow on SharePoint and attach it to a document library
Before you can use a Visual Studio workflow on a list, library, or content type in SharePoint, the workflow's feature must have been installed and activated on a SharePoint site. Checking whether a workflow has been installed and activated To check whether a workflow has been installed and activated: On the Site Actions menu of the root site of a SharePoint site collection, ...
How to set up a three-state workflow on a SharePoint document library
About setting up a 3-state workflow in WSS 3.0 A three-state workflow can be used to track documents in a SharePoint document library by using 3 different states. Setting up a three-state workflow on a SharePoint document library is a 2-step process. You must: Create a Choice column or use an existing Choice column on the document library. Add a three-state workflow to the document library. 1. ...
How to enable tree view navigation in WSS 3.0
Introduction A document management system should allow for easy retrieval of documents. Part of being able to easily retrieve documents is being able to easily navigate documents. The flat folder structure of document libraries In SharePoint, documents are stored in documents libraries, and documents libraries can have many levels of folders and subfolders. But a SharePoint document library can only display documents and folders ...