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Questions tagged [document-management]

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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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9 views

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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27 views

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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1answer
46 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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13 views

Tips on document management: SharePoint surveys

Earlier I received confirmation that SharePoint surveys cannot be stored in a document library file structure - they can't be stored in folders in my document library, because lists cannot contain ...
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260 views

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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1answer
83 views

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 ...