document processing
146 TopicsExcel Desktop App hangs when attempting to open documents from SharePoint to edit
User attempts to open Excel Documents saved in SharePoint by selecting Edit in Desktop App. As the Excel Desktop App begins to open a message displays stating: We have opened this document in Microsoft Excel in your computer. However, the Excel App just hangs without fully opening (see Screenshot). No problem detected when opening the Excel Desktop app directly, Desktop App opens freely. Excel MS365 is up-to-date version 2609 build 16.0.20430 64 Bit (Before reinstall). I have uninstalled the MS365 Office packet and reinstall it directly from the User's Office Portal, to no avail.21Views0likes0CommentsRecycle Bin and Site Content Hidden for Site Members and Site Visitors
I posted this before but made a mistake with my write up, so I am reposting. I have a requirement that the Recycle bin and Site Contents should be be hidden from the Site Members and Site Visitors. Please how can I achieve this because the Server Infrastructure activation is not working for me. Any workarounds? Please help385Views0likes1CommentBecome a Microsoft advanced content management advocate! [Opportunity]
The Microsoft Next Gen Content Services team is launching an advanced content management and experiences Advocates Initiative. We are looking for thought leaders who can amplify product awareness for the latest innovations from SharePoint Premium, SharePoint Embedded, Microsoft 365 Backup, and Microsoft 365 Archive. As advocates, you can help create content to share with your networks, leveraging Microsoft marketing material and updates. If you or anyone you know would be interested in posting about these solutions, please fill out our interest form. As a member of this initiative, you’ll have opportunities to cross-promote on Microsoft channels, receive marketing updates on the products, and enhance your personal brand.870Views5likes3CommentsDynamic Mandatory Fields
In a SharePoint library, I have folders which are = a. Admin b. Events c. Furniture and Moves d. Janitorial and Maintenance e. Parking and Transportation f. Shipping and Receiving g. Supplies and Equipment h. Waste and Recycling I have Meta data across the library whose data type are all choices and are: a. Document Type = Contract, Financial, planning b. Building = Gym, Garage, Heating c. Asset Category = Office, Playground d. Fiscal Year = FY23, FY24, FY25, FY26, FY27 e. Vendor = Maple Leaf, Canadian Tire, Home Depot f. Status = Active, Pending, Not Active g. Retention Label = 3 years, 5 years h. Service Type = Admin, Events, Furniture and Moves, Janitorial and Maintenance, Parking and Transportation, Shipping and Receiving, Supplies and Equipment, Waste and Recycling Service Type and Retention Label are mandatory fields, with the Rule below for all the files in the various folders: IF Folder Name = Admin, then Service Type = Admin and Retention Label = 5 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Events, then Service Type = Events and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year, Building and Vendor IF Folder Name = Furniture and Moves, then Service Type = Furniture and Moves and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Building IF Folder Name = Janitorial and Maintenance, then Service Type = Janitorial and Maintenance and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Parking and Transportation, then Service Type = Parking and Transportation and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Shipping and Receiving, then Service Type = Shipping and Receiving and Retention Label = 3 years; the mandatory fields should be Document Type, Status IF Folder Name = Supplies and Equipment, then Service Type = Supplies and Equipment and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Waste and Recycling, then Service Type = Waste and Recycling and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Vendor I have used Column Default Value Settings for SharePoint to display Auto-Display the Service Type and Retention Label, but I cannot seem to perform the conditional mandatory fields using Validations setting for the other requirements. Please help496Views0likes1CommentRecycle Bin and Site Content Hidden for Site Members and Site Visitors
I have a requirement that the Recycle bin and Site Contents should not be be hidden from the Site Members and Site Visitors. Please how can I achieve this because the Server Infrastructure activation is not working for me. Any workarounds? Please help454Views0likes2CommentsMicrosoft Word - Footnote remains on the original page after moving the original reference up
Issue I encountered an issue in Microsoft Word where moving the original footnote reference to an earlier location in the document did not move the footnote itself. The footnote remained on its original page even though the reference had been moved. This was particularly problematic because the same footnote was referenced multiple times throughout the document using cross-references. Cause The footnote is anchored to the original footnote reference in the main text. In my case, Word had somehow lost track of that original anchor, so the footnote stayed on its original page while all cross-references continued to point to it. Solution Hold Ctrl and click the misplaced footnote reference. Word jumps to the original footnote reference in the main text. Cut the original footnote reference (Ctrl+X). Paste it in the correct location using Keep Source Formatting. Press Ctrl+A, then F9 to update all fields. Verify that: the footnote has moved to the correct page, the numbering has updated correctly, all cross-references still work. In my document, one footnote had previously lost its connection to the original reference, so its numbering did not update automatically. That one had to be repaired manually. Important Do not create a new footnote or copy the footnote text itself. Move the original footnote reference in the main text. This preserves the existing footnote, its numbering, and every cross-reference that points to it. I hope this helps someone else. It took me quite a while to figure out what was happening.147Views0likes1CommentWord/PowerPoint are not suitable replacements for Publisher
I’m writing following the guidance that Word and PowerPoint can be used as replacements for Publisher. This feedback is based on completing a real production document, not theoretical use Having just completed a fairly complex, layout-heavy technical document, I thought it only fair to share how that works in practice. In theory, I can see the logic: Word handles documents PowerPoint handles layouts Therefore, between the two, everything should be covered Unfortunately, in reality, this appears to be more of a theoretical exercise than a practical solution. Publisher was clearly designed for: Fixed, page-based layouts Precise positioning of objects Efficient alignment of mixed content (text, images, tables) Producing consistent, professional multi-page documents By comparison: Word is admirably committed to reminding you that it would prefer everything to flow freely, regardless of whether you want it to or not PowerPoint, while better behaved, does seem to assume every page is a standalone slide rather than part of a structured document Both tools can, with enough persistence, be persuaded into doing the job. However, this involves a level of manual intervention, workaround, and general negotiation with the software that feels somewhat at odds with modern productivity software. To put it simply: They are not replacements in any meaningful, real-world sense. The end result can be achieved, but the process is unnecessarily time-consuming, fragile, and prone to unexpected layout changes—particularly when precision actually matters. Replacing a purpose-built publishing tool with two applications that were never designed for that role gives the impression that this use case has been… optimistically simplified. I would strongly encourage Microsoft to either: Provide a genuine page-layout solution within the Office suite, or Enhance existing applications so they can support fixed-layout publishing without constant workarounds At present, the gap left by Publisher is very noticeable for anyone producing structured documents beyond basic text. I appreciate the direction of Microsoft 365 overall, but in this particular area, the experience feels less like an evolution and more like working around a missing tool. Regards Andy418Views1like2CommentsSharePoint Library Help Needed
I have a SharePoint Library where I would like to implement these requirements below and would appreciate your advise: Folders were created at the library level, which looks like the image below. I do not want people to be able to create any folders or upload documents or folders at the library level, but rather only when they open the folders. I have disabled folder creation and created a PowerApps form, so that users can only upload document, edit documents, view details of the documents when they open any of the folders., but I cannot seem to find the Power Apps form when I open any of the folders and try to upload a document or view a document or edit the document details. 2. I have a choice column called Fiscal Year which has options as = FY22, FY 23, FY24, FY25, FY26. By March 2026, I would like to create an automate flow which will auto create FY27 and remove FY22 from the choice, so that the choice column is always limited to only 5 years.285Views0likes3CommentsDate format in SharePoint eSignature
SharePoint eSignature is now available in 28 European countries. Unfortunately, my latest test shows that the date field in a signature uses US format after the document is signed. It does not respect the site collection regional settings. Does someone know from where SharePoint takes the date format or how site owners can change the format? Attached is an example of how it is after the document is signed. It should be at least 8/1/2025 (8 January 2025).434Views1like4Comments