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Document Management

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

Latest on the Blog
Fix Your Messy Document Library Fast

Fix Your Messy Document Library Fast

Lost in OneDrive? Use This Simple Folder System

Lost in OneDrive? Use This Simple Folder System

3 Simple Ways to Improve Document Findability in SharePoint

3 Simple Ways to Improve Document Findability in SharePoint

SharePoint Folders vs. Metadata: A Guide to a Hybrid Approach

SharePoint Folders vs. Metadata: A Guide to a Hybrid Approach

Master SharePoint Document Libraries: Unlock Their Full Potential

Master SharePoint Document Libraries: Unlock Their Full Potential

Simplify Document Management with SharePoint

Simplify Document Management with SharePoint

How To Set Up a Term Store in SharePoint

How To Set Up a Term Store in SharePoint

How to Create Document Sets in SharePoint

How to Create Document Sets in SharePoint

How to Set Up a Human Resources SharePoint Library in Under 30 minutes

How to Set Up a Human Resources SharePoint Library in Under 30 minutes

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Welcome

I’m Liza — a Microsoft MVP and Microsoft 365 specialist with over 20 years of hands-on SharePoint experience.

Whether you're an end user trying to get more out of SharePoint and Copilot, or a professional dealing with years of accumulated mess — this is practical, real-world guidance built from hundreds of environments.

I focus on governance, information architecture, metadata, and Copilot readiness — helping teams bring structure back to SharePoint so it actually works.

No vendor spin. Just what works in the real world.

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Latest Videos

M-23 Document Status in SharePoint: The Metadata Column That Controls Your Document Lifecycle
M-22 The SharePoint Metadata Column That Tells You Who Owns Your Information
M-21 The Most important Metadata Column in SharePoint

Disclaimer

This blog is a personal project created independently by me. All views, opinions, and content expressed on this site are my own and do not represent the views of my employer or Microsoft.

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