How to Manage Your Documents with Microsoft SharePoint Consulting - Pinnacle Marketing
You are here
Home > Consulting > How to Manage Your Documents with Microsoft SharePoint Consulting

How to Manage Your Documents with Microsoft SharePoint Consulting

How to Manage Your Documents with Microsoft SharePoint Consulting

Managing documents in SharePoint is a complex task, which requires a lot of time and expertise. In order to be successful, it is important that you know exactly what you are doing. To manage documents in SharePoint from SharePoint consulting services, you will need to create a content type, add some content, and upload files.

You will need to configure folders and share those folders with users. You will also need to add permissions and settings. Document management in SharePoint is similar to managing email in Outlook. It is important to have a system in place so that you can easily locate important files. There are a number of ways that you can manage your documents in SharePoint.

What is SharePoint?

SharePoint is a collaboration platform that enables users to create, edit, organize, and share documents and spreadsheets. It also allows them to create and edit Web pages and databases. It can be used as a content management system that allows different groups of users to collaborate on documents, spreadsheets, and presentations.

In addition, SharePoint can be used to automate business processes. With SharePoint, you can store files online and access them using any device. It can help you to make your documents available to your team members.

You can share files and work together in real-time. SharePoint is easy to use and offers powerful features. Before you start using SharePoint, you should learn how to manage documents.

What Is A Document Library In Sharepoint Online?

Before you begin, it’s important that you understand some SharePoint Online concepts, such as its method of storage. The base unit, the document libraries, is a safe place to host, create and update files, such as Word, Excel, Images, etc. Plus, they can be shared with other team members, worked on together, and accessed from any device at any time.

It closely resembles the Microsoft OneDrive service. The main difference is that OneDrive is meant for personal use, and SharePoint is meant for team storage.

Document libraries are created within the SharePoint Teams site. By default, this site includes a document library, but you can create as many as you need.

Each document library presents a list of files, folders, and important information (for example, who created or last modified a file).

In a document library, you can perform the following actions:

  • Add, download, edit and delete a file.
  • Control who has access to a particular library or file.
  • Trace the activity of a file.
  • Share files or folders.
  • Create quick access links to the library.
  • Create managed metadata columns, which allows you to control the information that users can type into a column.
  • Create custom content types, which allow you to add your own columns and information to the library.
  • Create views that allow you to filter or organize the documents in a document library. A document library is created by first adding a new document library to a SharePoint site.

This is done by navigating to the SharePoint site where you want to create the document library. Click on the Site Actions tab, and then click on Create Document Library. In the Document Library Settings dialog box, enter a name for your library, select a location, and click OK.

How Does Microsoft Sharepoint Consulting Help You In Data Management?

Microsoft SharePoint consulting helps you manage all the data for your business, and make it easier for your users to work with it.  You can also use Microsoft Power BI to analyze and visualize data in SharePoint Online. SharePoint is a cloud-based platform.

It is hosted on Microsoft Azure, Microsoft’s public cloud computing service. As such, it is scalable and easy to use. The most important difference between SharePoint Online and Office 365 is that SharePoint Online is free. Office 365 is an enterprise service that includes SharePoint Online and other services.

Also Read About: SharePoint Designer Workflows Vs. Microsoft Power Automate: All You Need To Know

Final Words

Al Rafay Consulting (ARC) is offering SharePoint solutions with an expert team of professional developers. We have been providing custom solutions for many clients around the globe. We have built SharePoint solutions for companies like:

  • Corporate, government, and non-profit organizations
  • Global brands
  • Healthcare, education, and finance organizations
  • Hotels and restaurants We are ready to deliver your solution.

I work at Al Rafay Consulting (ARC). If you have any questions or would like a quote, feel free to contact me at ARC.