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  • Mastering Document Management

    Melissa P Esquibel, MCT

  • Roadmap

    SharePoint vs. Network Shares

    Dynamic Document Libraries

    Tools for Managing Change

  • SharePoint vs. Network Shares

    SharePoint

    Platform

    Multiple Content Types

    Pliable

    Friendly

    Network Shares

    Place

    Files

    Structured

    Not so much!

  • SharePoint vs. Network Share

  • Dynamic Document Libraries

  • What can Document Libraries do?

    Organize content

    Keep track of versions

    Launch a review process

    Manage access

  • Create New Library

  • Create New Library

  • Other Libraries

  • Tools for Managing Change

    Draft Review Approve

  • Change Management Features

    Check in/check out

    Versioning

    Content Types and Workflows

  • Check in/Check out

    Checked out: No one else can edit

    Checked in: Others may now check out

  • DONT forget to check back in!

    From SharePoint

    From Word

    Hover for arrow to appear.

  • DONT forget to check back in!

    From SharePoint

    From Word

  • Versioning

    Click into Library

    Access Library tab in Ribbon

    In Settings, click on Library Settings

  • Version Settings

  • Versioning Settings

    Content approval

    Document version history

    Major

    Minor

    Draft item security

    Require check out

  • Content Types

    Why use Content Types?

    Creating documents with a Content Type

  • Creating a Content Type

    1. Create your template

    2. Create custom content type at top site

    3. Add column type for 3-state workflow

  • Creating a Content Type

    4. Enable content types for library

    5. Add from existing content types

    Disable unwanted content types

    Modify columns

  • A 3-State Workflow

    Setting a status or state field

    Setting up a 3 State workflow

    Attach a workflow to a library

  • Setting up a Workflow

    With library selected

    Library tab, Settings group, Workflow Settings button

    Add a workflow

  • Starting a Workflow

  • Co-authorship

    Word 2010 and SharePoint 2010 required

    Must be edited in thick client

    Contact other collaborators

    Using the navigation pane

    Safeguards

  • Question & Answer Session

    Have a question for the speaker? Press Star and then 1 on your phone to enter the queue.

    The moderator will open your phone line when it is your turn to speak.

    If, during the Q&A, your question has been answered, or you wish to remove yourself from the queue, press Star and then 1.

    For more information regarding Business Management Dailys newsletters, forums, webinars and books, visit: www.BusinessManagementDaily.com

    Wed love your feedback regarding the conference and other topics youd like to hear about! Contact: jstrohecker@BusinessManagementDaily.com.

    Thank you for attending!

    http://www.businessmanagementdaily.com/mailto:jstrohecker@BusinessManagementDaily.com

  • Thank you!! melissa@esquibel.me

    MelissaEMCT.com

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