Working with documents
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 ...
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 ...
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 ...
SharePoint Designer workflow: Move a document from one library to another
Scenario You have a document on which you want to start a workflow that will move the document from one document library to another. Solution Moving a document using a SharePoint Designer workflow involves copying the document to the SharePoint document library you want to move the document to, and then deleting the document from the current document library it is in. You can ...
Using a User Tasks web part for collaboration and document approval in SharePoint
It is common in document management scenarios to have multiple people approving a document. In such a case, you can assign a task to a user so that the user knows that there is a document for him/her to approve. The out-of-the-box (OOTB) Approval Workflow in Microsoft Office SharePoint Server 2007 uses this method to notify users that there is a ...
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 ...
Adding a three-state workflow to a content type in SharePoint
Introduction A content type in SharePoint can be seen as a document type in document management. The main benefit of using content types in SharePoint is that content types enable you to store different types of documents in one document library. In a previous article I showed you how to add a three-state workflow to a document library, but you can also add workflows to content types. Why add ...
SharePoint Designer workflow: Send email when major versions of a document are checked-in
Scenario You want to be able to send an email to one or more users whenever a document is checked into a document library and a major version (e.g. version 1.0, 2.0, 3.0, etc.) is assigned to the document. Solution In SharePoint, ensure that versioning (major and minor versions) is enabled on the document library where the documents are stored. In SharePoint Designer, open the ...
Understanding the basics of content types in SharePoint
Document types and metadata in SharePoint Content types in SharePoint define document types in document management, while site columns in SharePoint define the metadata in document management. Since document types consist of metadata, content types consist of site columns. In SharePoint, a content type always inherits from a base content type. So when you create a content ...
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 ...