SharePoint:
Document Management Document Management
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Objectives • Learn about document management capabilities in SharePoint 2010 • Use Document IDs to identify and track documents • Discover how Document Sets are used to group related documents • Implement rules based document submission via the SharePoint Content Organizer feature • Use the Document Center site template and Content Query web part to manage large document libraries
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Agenda • Managing Documents • Rules Based Submission • Document Center
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Managing Documents • • • •
Version Control Approval Workflows Publishing infrastructure
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Document IDs • Assign unique, immutable ID to documents • Document ID Service feature • Document ID prefix customizable
• Associated with Document content type
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Document Sets • Mechanism for grouping related documents • Alternative to folders • Single item in document library
• • • • • •
Document Set content type Document Set site collection feature Versioning Metadata Workflows Specify content types for Document Set Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
Agenda • Managing Documents • Rules Based Submission • Document Center
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Rules Based Submission • • • •
Orderly document storage Library organization User-based decisions Scalability
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Organizing Content • • • • •
Content Organizer site feature Content Organizer Settings Content Organizer Rules Folder Partitioning Associated with Document content type
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Defining Rules • One or more conditions • Column data, metadata
• Destination library • Priority
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Drop Off Library • • • •
Central location for document submission Rules applied to documents Force users to use Drop Off Library Failure to match a rule • User is notified • Site Owner is notified
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Agenda • Managing Documents • Rules Based Submission • Document Center
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Document Center • Aggregates document management features into a single template • Major and minor versioning • Metadata-based navigation • Document IDs • Document ratings • Large-scale sites Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
Content Query Web Part • Included in Document Center welcome page • Pre-configured query for users • Highlights important, relevant documents
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Learn More! • This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! • Learn more about SharePoint on SlideShare: SharePoint: Managing Site Collections and Sites SharePoint: Introduction to InfoPath
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