Hi, I have seen the standard document library function of a sharepoint site, which looks like the "Site Contents" page you showed (34:52), but how did you make the end user version of the page that looked like a normal web page that allows the regular employees of the company search for and read policies and procedures (as shown at 32:56). Is this what is called making a SharePoint Site. I am trying to learn how to set up a Policy and Procedure web document management system using SharePoint, and I am having trouble finding any tutorials on how to actually do that. Thanks in advance.
Love it! Thank you. One question please: at 18:48 - How did you get the client name to appear in the actual document? I’ve searched high and low and cannot figure it out.
Hi Marina, in Word you can add a "Quick Part" to a Document Property. Any metadata columns added to the Library that the document is stored in will be visible as Document Properties
Hi, I use SharePoint for document control and its fabulous! We have set up the footers, in our word documents, so that the version numbers and approval dates automatically update on the document each time it turns from a minor to a major version, so it is no longer a manual task. However, from my understanding, that means all documents must be in word format or the automatic updates don't happen. Documents such as policies and procedures are in PDF, how can we manage this process ensuring that there still only one point of truth with our documents but still maintain word and PDF documents and their versions without it being too much of a manual process? Thanks in advance!
I am looking to create a SharePoint where I can add letterhead, our PowerPoint template, and other templates all in one spot for my entire company. Is there a type of site or method I should be using to organize effectively? Does anyone have any aexamples or tutoritals that would be useful? Thanks.
Hi Dino, I would normally create a Communication Site (although the type of site is less important). You will then need to register an "Organization Asset Library"...doing a search in your favourite search engine for "SharePoint Organization Asset Library" should point you in the right direction