Document Management: Doing it right in SP Online Presented by Deliveron Consulting Services www.deliveron.com.

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Presentation transcript:

Document Management: Doing it right in SP Online Presented by Deliveron Consulting Services

AGENDA Introduction What is Document Management Tools available in SharePoint Online Best Practices

INTRODUCTIONS Matt Michaelsen Solution Consultant

DELIVERON CONSULTING SERVICES We believe in HELPING our CUSTOMERS implement software SOLUTIONS in a better way

WHAT IS DOCUMENT MANAGEMENT? Creating Filing Retrieving Sharing Editing Versions Workflow Publishing Retaining Securing Archiving Destroying Recovering Auditing

DM FEATURES ON SHARED DRIVES Creating Filing Retrieving Sharing Editing Versions Workflow Publishing Retaining Securing Archiving Destroying Recovering Auditing

DM FEATURES IN SHAREPOINT Creating Filing Retrieving Sharing Editing Versions Workflow Publishing Retaining Securing Archiving Destroying Recovering Auditing

ADDING DOCUMENTS Demo 1

SUMMARY ADDING DOCUMENTS Drag and Drop Windows Explorer Browser Office Client

FILING DOCUMENTS Web Application Collection Site Library SetFolderFolder …Site

INFORMATION ARCHITECTURE Planning the Information Architecture (IA) Organization (Taxonomy) Usability / Navigation Metadata Terms/Labels Search

FILING Demo 2

SEARCH REFINERS

TIPS WHEN USING FOLDERS Do’s Use Sparingly Group related documents in Document Sets Use as a Security Boundary Set Default Metadata Dont’s Use as substitute for metadata Create deep hierarchies

FILING SUMMARY Information Architecture Metadata Folders Views Search

EDITING DOCUMENTS Demo 3

EDITING DOCUMENTS SUMMARY Check in/out Editing in the client or the browser Versioning Retention Policies

PLANNING FOR DM 1.Identify document management roles 2.Analyze document usage 3.Plan the organization of documents 4.Plan how content moves 5.Plan content types 6.Plan workflows 7.Plan content governance 8.Plan policies

TRAINING A little bit goes a long way…

SUMMARY What is Document Management Adding, Filing and Editing Documents Searching For Documents Best Practices

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