Document Management

Practical approaches to document management, including file naming, retention, tagging and versioning using Microsoft 365 tools.

We Don’t Need Naming Conventions Anymore (And SharePoint Proved That Years Ago)

We Don’t Need Naming Conventions Anymore (And SharePoint Proved That Years Ago)

The 10 Most Common Sharing Mistakes in Microsoft 365 – And How to Avoid Them

The 10 Most Common Sharing Mistakes in Microsoft 365 – And How to Avoid Them

My 5-Minute Fix for a Cluttered SharePoint Library

My 5-Minute Fix for a Cluttered SharePoint Library

My Microsoft 365 System for Staying Organised

My Microsoft 365 System for Staying Organised

Building a Policy and Procedure Hub in SharePoint: A Real-World Use Case

Building a Policy and Procedure Hub in SharePoint: A Real-World Use Case

5 Ways to Automate Tasks in SharePoint Without Coding

5 Ways to Automate Tasks in SharePoint Without Coding

SharePoint Document Sets vs Lists vs Folders: When to Use Each

SharePoint Document Sets vs Lists vs Folders: When to Use Each

The 7 Types of SharePoint Chaos (And Why Your Copilot Investment is at Risk)

The 7 Types of SharePoint Chaos (And Why Your Copilot Investment is at Risk)

5-Day SharePoint Reset Guide: Fix Your Messy Document Library Fast

5-Day SharePoint Reset Guide: Fix Your Messy Document Library Fast