1. Ensure Proper Naming of Your Document Libraries and Files
When it comes to SharePoint, there are certain things you need to keep in mind.
First, you must name your document libraries and files logically. This is important because if you don't, you may create a big problem for yourself and your peers: The navigation stops being intuitive and makes it tricky to find uploaded content in the correct location. Such circumstances can result in frustration and a waste of time.
If you don't name your document libraries correctly, the search results will not be consistent either. As a result, it will be difficult for users to find the files they're looking for from thousands of documents.
You should also consider logical naming for a file or folder created. Even though SharePoint may store numerous documents, consistency is vital here- you need consistency in file naming!
- Vimal Loganathan
- 14-Jul-2022
2. Tag Documents
If you have a single naming convention, tag your documents. If you tag your documents,
Microsoft Search will show you more specific and relevant results.
To tag your documents, go to a library and add a new category field, such as date of creation or last
modification. Now, include data that corresponds to the tag for every document. In this manner, you
will obtain accurate outcomes from SharePoint.
3. Quickly Copy Lists and Libraries
To make a list or library in SharePoint, you must first create it. It is an enormous task, especially if you often create a list or library. Fortunately, making these lists and libraries easier allows you to copy almost the entire configuration. The copying process is simple and will save you time on the new project.
4. Syncing Files
If you need to work with your files from a computer outside your local area, you can use SharePoint's sync feature.
This feature allows you to set up a connection between your computer and SharePoint so that SharePoint can access
all the files on your computer and any changes made to them.
Once you have set up this connection, you can view the files on both devices. It is convenient and efficient for working with large amounts of data.
5. Learn to Restore Lost Library Data
Do you know how to restore deleted and lost data from your SharePoint library? If not, it is time to get educated.
Initially, it is advisable to establish and implement a data recovery protocol for SharePoint effectively.
This recovery procedure allows you to restore data from a specific timeframe. It's important to note that restoring
data from a previous point in time will result in the loss of any changes made after that.
However, if you want to recover your files and folders before they are permanently lost,
you need a tool to help you retrieve all your important data.
6. Setting Up Personalized Views
SharePoint gives you the ability to create personalized views for your team. These views are private and only accessible by the person who made the view. It doesn't hinder the library view for everyone.
Additionally, you can generate a public view if you have colleagues who share similar display preferences.
7. Manage Access Request
You can avoid the headache of file access requests by setting up a specific support email address.
It's easy to share a file with a colleague via email. But what if you have a team site, and every team member has access to that file? Or if you have multiple team site owners who get notifications about file access requests? What if one of them is waiting for a reply from someone who can approve?
You might wonder why sharing files with colleagues is so hard. After all, sharing files is just like sending an email: when you send an email, it goes through the internet and reaches its destination. So why does it take so long to share files?
There are two reasons for this: one is called "file permissions," and the other is called "file rights management" or "file management rights" (aka FMR). Both are important in allowing people to share files with others without having to worry about who has access and without getting in trouble once someone has full access.
8. Restrict Library Permission
Data security suffers when the library is open to everyone. To prevent similar situations, you must limit access to the library on any SharePoint site. For instance, if a SharePoint site contains libraries that only the HR team needs to view, you can prevent other users from accessing it. Name the library and note its unique status in the description.
Setting up notifications will also be beneficial if you want to be informed when someone modifies the SP list or library. You won't need to reload your SharePoint page often to check for updates or new file additions, whether you prefer daily or weekly summaries or notifications after each change.
9. Filter Information with SharePoint Views
This is one of the best practices for SharePoint document libraries for those who feel overwhelmed by all the incoming data or who wish to see something hidden. Anything could be the cause, including file size, who made the file, who created it, etc. Using this data, you may also determine the order in which to sort your files. Just go to the document library and create a custom view.
Content management is the core function of SharePoint, and it shouldn't be complicated or mundane. You and your team can maximize SharePoint using these best practices.
These are the best hints for beginners when using the tool. Contact RMM Technologies
