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1. Name Your Document Libraries and Files
Properly
When it comes to SharePoint, there are certain
things you need to keep in mind.
First of all, you need to name your document
libraries and files logically. This is important because if you don't, you may
create for yourself and your peers a big problem: The navigation stops being
intuitive and makes it tricky to find upload content in the correct location.
This can lead to frustration and wasted time.
If you don't name your document libraries
correctly, the search results will not be consistent either. As a result, it
will be difficult for users to find the files they're looking for from
thousands of documents.
You should also make sure that you take care of
logical naming for a file or folder created. Even though SharePoint may store
numerous documents, consistency is key here-you need to have consistency in file
naming!
2. Tag Documents
If you have a single naming convention, it is
still important to tag your documents. Microsoft Search will show you more
specific and relevant results if you tag your documents.
To tag your documents, simply go to a library
and add a new category field like date of creation or last modified. Now for
every document, include data that corresponds to the tag. This way, you'll get
precise results from SharePoint.
3. Quickly Copy Lists and Libraries
In order to make a list or library in
SharePoint, you must first create it. This can be a large task, especially if
you must create the list or library multiple times. Fortunately, there is an
easier way of creating these lists and libraries that allows you to copy almost
the entire configuration. The copying process is simple and will save you time
on the new project.
4. Syncing Files
If you need to work with your files from a
computer that is not in your local area, you can use SharePoint's sync feature.
This feature allows you to set up a connection between your computer and
SharePoint, so that it will be able to access all the files on your computer,
as well as any changes made in them.
Once you have set up this connection, you will
be able to view all of the files on both devices at once. This is incredibly
convenient and efficient for working with large amounts of data.
5. Learn to Restore Lost Library Data
Do you know how to restore deleted and lost
data from your SharePoint library? If not, it is time to get educated.
First, however, it will be best to create a
data restoration policy for SharePoint and apply that properly. The restoration
process will let you restore data for a certain period. Remember that restoring
data from an earlier time means you will lose the changes you made after that
time.
However, if you want to recover your files and
folders before they are permanently lost, then you need a tool that can help
you get back all your important data.
6. Setting Up Personalized Views
SharePoint gives you the ability to create
personalized views for your team. These views are private and only accessible
by the person who created the view. It doesn't hinder the library view for
everyone. Furthermore, you can create a public view if you have teammates with
similar display requirements.
7. Manage Access Request
You can avoid the headache of file access
requests by setting up a specific support email address.
It's easy to share a file with a colleague via
email. But what if you have a team site and every one of your team members has
access to that file? Or if you have multiple team site owners who get
notifications about file access requests? What if one of them is waiting for a
reply from another person who can give approval?
You might be wondering why it's so hard to
share files with colleagues. After all, sharing files is just like sending an
email: when you send an email, it goes through the internet and reaches its
destination. So why does it take so long to share files?
Well, there are two reasons: one is called "file permissions" and the other is called "file rights management" or "file
management rights" (aka FMR). Both are important in allowing people to share
files with others without having to worry about who has access and without
getting in trouble yourself once someone has full access
8. Restrict Library Permission
Data security suffers when the library is open
to everyone. You must limit access to the library on any SharePoint site to
prevent similar situations. You can prevent other users from accessing a
SharePoint site, for instance, if it contains libraries that only the HR team
needs to view. Name the library and make note of its unique status in the
description for it.
Setting up notifications will also be
beneficial if you want to be informed when someone makes modifications to the
SP list or library. You won't need to often reload your SharePoint page to
check for updates or new file additions. Whether you prefer daily or weekly
summaries or notifications after each change.
9. Filter Information with SharePoint Views
This is one of the best practices for
SharePoint document libraries for those who feel overwhelmed by all the
incoming data or, on the other hand, who wish to see something that is hidden.
Anything could be the cause, including file size, who made the file, who
created it, etc. You may also determine the order in which to sort your files
using this data. Just go to the document library and create a custom view.
Content management is the core function of
SharePoint, and it shouldn't be difficult or mundane. By using the
aforementioned best practices, you and your team can make the most of
SharePoint.
These are the best hints for beginners to get
started utilizing the tool effectively. Contact RMM Technologies