How do I setup SharePoint so that Records Management is easy?

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  • Опубликовано: 28 сен 2024

Комментарии • 6

  • @desireesmith4754
    @desireesmith4754 9 месяцев назад +2

    I have been through a handful of SharePoint trainings and you are the first to mention that document libraries are intended for a signal type of content! This is super helpful and will help me to restructure our document control so that it is more user friendly and even easier to set up some of my automated workflows. I was trying very hard to merge content types thinking a document library was an overarching repository for documents.

  • @lihtnes29
    @lihtnes29 Год назад +5

    This is one of the best webinar on SharePoint Record Management & Document Management side.. Of all the SharePoint Online values, ECM or Record Management is probably the least interesting as against collaboration etc as there are not much of materials available on this.. Thanks for this and happy to know more on advanced concepts on these areas.
    I'm looking to prove SharePoint Online is a best fit for Document Management against OpenText and this video gave me lot of insights on it. Thanks again! Pl do share if you have any additional material on this.

  • @walshie02
    @walshie02 Год назад +1

    This is quite eye opening, glad I found it. Thank you for the indepth content.
    You have a lot of information being shown in your slides but its hard to read (e.g. Deparmentment structure). Do you provide the slides anywhere?

    • @gravityunion1494
      @gravityunion1494  Год назад +1

      Thanks for watching! We have the slides shared from this page: www.gravityunion.com/events/2022/07/spo-for-rm

  • @derricktruett6509
    @derricktruett6509 Год назад +1

    So three points for clarification if I can get a response, how does moving a document with content type break record traceability as I thought the content type maintained the metadata within the document itself even to load in on a different library with content type. Also to confirm even with content types it sounds like the recommendation here is one content or document type to a library, is this correct? Also is it possible to get the meat of the document you use for SharePoint projects as a template to follow for our own? I see the slides are loaded and shared. Thanks

  • @jooste
    @jooste 4 месяца назад +1

    Only theory related video.