Document Management in Sharepoint

For best practices in configuring, using, and maintaining SharePoint as a document management system:

1. Microsoft Learn: Offers detailed tutorials on SharePoint setup and usage.
2. ShareGate: Provides https://www.hiredynamicsdevelopers.com/power-apps-sharepoint-integration/ and webinars on metadata management and user-friendly document organization.
3. SharePoint Maven: Practical advice and tutorials for a smooth user experience.
4. AvePoint: Whitepapers and webinars on SharePoint best practices.

Key tips:

• Metadata and Columns: Use custom columns to categorize documents for easier search and filtering.
• Document Libraries: Set clear naming conventions and use metadata over complex folders.
• Content Types: Define content types with default metadata fields and templates for consistency.
• User Guidance: Implement forms and workflows to guide users in uploading and tagging documents.
• Search Configuration: Optimize search with scopes and refiners for quick document retrieval.
• Training and Support: Provide training sessions and easy-to-follow guides for end users.