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Questions tagged [document-management]

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automatic sorting and moving of files

was wondering if anyone could help me out with this idea I want to execute in SharePoint. so I have created a document directory for data migration, and I want to automate the whole system of ...
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2 votes
0 answers
26 views

Dynamics Document Management with SharePoint Online site

I have been trying to configure the Document Management for D365 with SharePoint Site in SharePoint Online. I have done this before so, I thought it is a simple process. But now it's giving me this ...
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1 answer
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Best way to organize "library" of training documents -- some reside on SP, others in external system(s)

trying to figure out how best to present training materials to my users via our SP site. I have a wealth of training documents varying from narrated training courses to white papers with no ...
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SPFx:: pnp js :: Delete selected file from client web part using Reactjs

I have a SPFx client web part with documents from library. Now when I select item/row, I need to perform different operations like Delete/Check-in/Check-out based on the button events. I need to ...
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  • 153
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0 answers
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How do I let the OneDrive app automatically list libraries you are assigned to?

So, I'm setting up Sharepoint to create a cloud file server and I'm having trouble automating library syncing with local OneDrive applications. For example, I created a few libraries (i.e. Financials, ...
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2 votes
2 answers
78 views

Is this a good choice to consider SharePoint 2013 Foundation as an a public facing site

I have a requirement to develop a public-facing good document management platform where customers can create a profile and upload his documents. These documents will be confidential, so security will ...
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5 votes
1 answer
76 views

Where to find the complete comparison of document management features between share point 2016 and older version

HI what are the main improvements related to document management,record management and database enhancements in SharePoint 2016 comparing to SharePoint 2013 & 2010.
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1 answer
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SharePoint 2016 (Onsite) Workflow

I wonder if someone has some user friendly guides on creating a workflow. so the scenario is I have a large document library that will be visible to all. what i want to happen is: User Creates or ...
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1 vote
0 answers
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How to implement: Track an item through processes with a linked document?

I'm looking for the best way to implement a system in SharePoint to track processes during asset production which includes document management for the asset itself. Let me try to break down the ...
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  • 137
2 votes
3 answers
700 views

In SharePoint Online Library files exceeds the list view threshold, which is 5000 items

How to deal with this document management because in my organization we got lot of libraries with above the threshold of 5000 items. What is the best approach that we can make to make the documents ...
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  • 337
1 vote
1 answer
301 views

Auto Revoke Shared Document Permissions

Is it possible to auto revoke permissions on a shared folder or document after a period of time? E.g., if I share "Document A" or "Folder A" with a user for 4 days, after 4 days the users permission ...
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1 vote
1 answer
49 views

Assign "Read only" and "Action please" to Employees by Manager, and Employees must "acknowledge"

Currently in the process of building an SP intranet to help our company go paperless. We currently employ a paper based system where any incoming documents (work in a semi-government environment so ...
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1 vote
2 answers
459 views

Set a Document Routing Target Location using Powershell

I'm writing a powershell script that creates folders in a Records Library using SharePoint document routing rules, and am able to set the conditions, name, description etc. Where I'm having difficulty ...
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