Much ado about...documents

Much Ado about…

… Documents“We know what we are, but know not what we may be” - W. Shakespeare

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About Me• Liz Sundet– Business Development Manager-Focal Point Solutions, LLC.

• MBA, PMP, CBAP, CSM • Musician: Dog Lover:

• Biker: “Throttles, not pedals”• Email: [email protected] • Follow on Twitter: @percusn

• Connect with me on LinkedIn • http://www.linkedin.com/in/lizsundet/

• Blog: itsocialbutterfly.wordpress.com

Agenda:Moving Documents

Archiving DocumentsDocument Sets

Document ID’s`Records Management

Ado: Trouble or Difficulty

Use case:

Move 100 documents from one library to another…the “easy way”

No metadata

Use “Open with Explorer

“I am gone, though I am here. There is no love in you. Nay, I pray you let me go.” -William Shakespeare

Archiving Documents:

“To Climb Steep Hills Requires a slow pace at first”~ William Shakespeare

neeIs this relevant?Do I need it in the next few months?

Valid ProcessProject or Legal consideration

Archive Vs. Trash

Specify a trigger

Set the action

Transfer to Archive also able to move to Recycle bin or Trash

“I can see he's not in your good books,' said the messenger.'No, and if he were I would burn my library.”

-William Shakespeare, Much Ado about Nothing

Steps for Document Sets:• Set up a Library• Turn on ability to view

content types• Choose “Add from existing

Site Content Types”• Select the drop down for

“document set content types”

• Add Document Set to the right hand column

Don’t forget to activate the Site Collection feature for Document Sets

All the Documents in a set will have the same “ingredients”

Fill in the form Document Set Done

“I would forget it fain,But oh, it presses to my memory,Like damnèd guilty deeds to sinners' minds.”

W. Shakespeare-Romeo and Juliet

Document ID’s

“Though she be but little, she is fierce!”

William Shakespeare, A Midsummer Night’s Dream

Setup: Site SettingsSite Collection Administration Site Collection Features

https://percusn.sharepoint.com/_layouts/15/DocIdRedir.aspx?ID=NDX2FQE7FJM7-2102554853-77Vshttps://percusn.sharepoint.com/Shared%20Documents/$RGW51NO.ppt

For pity is the virtue of the law, And none but tyrants use it cruelly – Timon of Athens.

Library SettingsRecord Declaration Settings

Record Center or In-Line?

What do you need?

What are your requirements?

To be or not to be, that is the question