Видео

Excellent, glad it was helpful - now watch part 2 --> ruclips.net/video/eV74AIIVJVg/видео.htmlsi=gYMvzB8rkE8I3LEe

True, the aim of the video is show the lifecycle of a policy and the steps it goes through rather than "how to build a policy management from scratch". If we did, that video would be a lot longer than 40 minutes!

The way many businesses see it, even when they have the skills to design, build, test and rollout a solution - it still works cheaper (and lower risk) to buy in. That's where policy express (our policy management solution) steps in.

@@informationexp So this is not showing how to do it it's showing what you sell?

@@Crazylegzization Many people we speak to say "That's great inspiration! - I could build this if I had enough time - but I don't". So they consider it's quicker and cheaper if they buy in the solution. Appreciate that is not for everyone - but let's say you built the core features across a few months - you can work out the point when it makes sense to invest. Good luck with your project.

We actually didn't use full width webparts in this video. We just zoomed in. That said when you add a new section to a page, there is a type called "Full-width Section" - once created you can a limited number of webparts (image, hero, banner, countdown timers). It's so limited we rarely use it! (Although if needed, we could code our own).

Part two about structuring sites for document management is in progress!

@@informationexp I will review my RUclips notifications to not miss it

@@raphaels.1238 It's live! ruclips.net/video/eV74AIIVJVg/видео.htmlsi=gYMvzB8rkE8I3LEe

Converting to PDF builds trust in the content. So, to do that we use Power Automate for the conversion. And in the process, we store the PDF in a separate library accessible by all. The source document ("Master") typically has limited access to Policy Authors only.

There's a couple of options here (and as we produce SOWs - I know where you're coming from 1. Create a SOW with automation -> ruclips.net/video/b9JsfiwAKR8/видео.html 2. Use "Organizational Assets" so that templates appear in Word --> informationexp.com/microsoft-blog/manage-microsoft-office-templates-in-sharepoint/

Hi, number 2 is the closest to the mark. We create a solution for each client, often based on previous solutions. Because the solution sits entirely in your environment- it’s secure as your environment is. Feel free to book a call with us if you want to explore further.

You have multiple levels of navigation within SharePoint. The one that you're interested in is the Hubsite level. This means the navigation will appear on all sites within a hub but not in different hubs. To change the navigation - head to the hubsite - home site, you will see "edit" appear - this how you update this navigation. (If you're in other sites within the hub - the edit does not appear). Hope that helps MsKaryn!

Yes, we record the acknowledgement in a list.

Thank you @irlymMylros

Agreed - you need typically MFA to prove it's you to log in - but there are scenarios where a digital signature is required by a regulator - so we can integrate with DocuSign / Adobe Sign as needed

It's an interesting one, we can support more than one owner in the solution - but we often see when that happens that each persons expects the other person to review it - so no one reviews it! We also now have a "Orphan Owners Report" - this identifies Policies that have: = No owner = An owner with no SharePoint licence = An owner which has been disabled So that helps keep on top of things.

@@informationexp Very nice, yeah ... when I build solutions around these workflows I will always try to levee the fact that a group should be involved at high-level ownership of tasks. But you're right, of course, an individual needs to do the work. That is why in a recent build we set the owner of a document as a group, but each time it comes up for review an updater is assigned by the process. Once they have updated, their work is reviewed by a set group of people ... and if all's well the document is then ready to be reviewed by the great unwashed! 😅

Hi, it's a community created, Microsoft backed Add-on (free). If you search for "PNP SharePoint Modern Search" - you will find out more.

Thank you!

We often use lists as a directory of projects to direct people to the right Team/SharePoint Site. Glad you found it useful

If you’re online - you’re effectively working on the live document in SharePoint. OneDrive just provides a handy way to point to it. If your offline, OneDrive will save the changes locally until you go back online.

Have a search for “organization assets sharepoint” and you should find your answer!

Hi, This is not out the box, but a free community solution backed by Microsoft. Look for: "The PnP 'Modern Search' solution" Visit : microsoft-search.github.io/pnp-modern-search/

I'm not sure about the question - but we breakdown SharePoint storage here: informationexp.com/microsoft-blog/microsoft-365-archive/

Appreciate it - visit our website for the Excel Checklist (no email address required) informationexp.com/microsoft-blog/sharepoint-migration-checklist/

Hi Steen - we're very much right tool for the job!

Hi Matthew - Redline isn't (and can't be) forced. 2 options for 2 scenarios! 1. They can make the changes (without track changes on) and then the author can compare versions to see the changes (versioning happens automatically). This would be good in the scenario where the approver wants to get the policy published following their amends. (We don't want the redline to appear in the published policy). 2. They can turn on track changes. This would be good where they want the original author to go back make further amends. Before submitting again.

Hi Daniel - this custom button and along the action behind it is something that our genius development team have created (unfortunately it's not available out of the box)! It available to our customers (let me know if you'd like to be one)! If you don't have a developer on your team - but are comfortable with Power Automate - that might be a way forward for you?

Thanks Steen - glad you enjoyed it

Normally we'd use it when we're doing a "SharePoint -> SharePoint" migration, but when you're migrating from a file server it's not necessary as we've developed our own tools/scripts combined with the free Microsoft one

Excellent, thanks! Would you consider a 2013 on-prem to SPO "SP> SP"?@@informationexp

Thank you

Using PnP search combines metadata with the filters. So there is a way - just not out of the box. (PnP Search is community created, and free of charge)

This would be possible and sounds an interesting one to explore. There is a "enterprise" option called "Viva Skills" - although that might overkill for some organisations. Also within "Viva Topics" you can be an expert in a certain area - so another area of interest.

Interested in your point - can you explain by what you mean by "how could this list be controlled"?

@@informationexp Hi. Thank you for your reply and sorry for the delay, I honestly didn't notice your response. For any management Audit (let's say ISO 9001), the Auditor would use a Checklist tabulated as the 'Audit question' with 'Objective Evidence'. For Example, if it's meant to audit the List of Interested Parties, the audit question would be supported with 'objective evidence' which is the document and its' document code number. (this is the classical way), How could you do this with a SharePoint list? How can the auditor refer to a SharePoint list in my system and label it as a 'controlled' reference to my management system?

@@silex7 If I understand you correctly, you are asking how we can provide a controlled, unique referenced 'document' that summarizes all of the documents in the SharePoint Library, that can be provided as evidence in an ISO Audit. A way of achieving this with our policy solution, would be to "Export to Excel" the Documents library, which would generate a full summary of the policies and their associated metadata. This can then be saved and filed in the Policy Hub with it's own reference number assigned. Having said that, I would question whether this is a requirement for an ISO audit, as it seems this was only a historical requirement where a control spreadsheet would be used to keep track of policies in a file system. If you want to chat further, feel free to book a call via our website,

Sure - email hello@informationexp.com and we'll send it over.

Thank you - glad you found it interesting.

Hi Derek, that the PnP Modern Search solution. (Microsoft backed, open source) We use it on almost every SharePoint consulting engagement we undertake. Start here: github.com/microsoft-search/pnp-modern-search Rupert

Hi Arnie - SharePoint is a platform - so it really depends on your skills. Most people could create a document library and add fields to it to collect metadata and fire off a single stage approval. When it comes to setting up multi-stage workflows, converting to PDFs, setting up the search experience - that's when you'll need outside help

@@informationexp Thank you for the clarification. Again, a very helpful video 👍

Not quite, it worked out at 25c a page when we did this this webinar. I believe it's now around 10c after Microsoft revised their pricing. It's still early days and MSFT are still finding out what the market will pay for the service. There's a lot happening this year in Syntex - so the business case for value is changing (and improving) all the time. Rupert

Thanks Onno - appreciate you taking the time to post

Hi Rhea, technically speaking, users with no admin rights would be able to see this view if they knew how to navigate to it. However, it would be more useful for content admins so that they know what content needs to be reviewed. Users would be presented with views that are more user friendly and help them find the content that they need.

Not when we recorded this webinar - but we think there is a solution on the horizon. Microsoft Loop components are coming (or may have arrived depending when you read this) in Word Online. These are reusable collaborative components. The challenge would be the governance of the content - it would be difficult to push these components through a formal review process.

@@informationexp Thank you for getting back to me! Another question, do you think there is any other publishing and authoring tool out there which is best for policy maintenance?which might also have this feature too.

Hi, it's a communication site - hope that helps.

We're always looking for ideas on what to produce next in our video series - I will add that to the list!

Hi Marius, we did this using Power Automate, combined with SharePoint lists for the look up to convert document type to a code to hold the current incremental number value. If you wanted basic numbering you could unhide the ID column but it’s quite restricted and not configurable.

Ah - you want our secrets! We're Happy to share. We use the "PnP Modern Search" - it's a community solution - available to all - and informally backed by Microsoft. Good luck

Hello - as you've established this video is not designed as a "How To" - but to inspire. Nearly everything here can be achieved with suitable SharePoint expertise (without having to be a developer). Some people come to us to design and rollout such as solution (we do serve most of USA/Canada) - others find alternative routes. Good luck.