Ryan Clark

Thinking of using SharePoint for matters related to financial services and projects? SharePoint is a powerful tool that can be used for finance and administration. It can help manage finances, control projects, and improve communication. In this guide, we will go over how to use SharePoint for finance and administration and whether or not it’s the right solution for this industry. Let’s get started. Introduction to SharePoint for Finance and Administration First, SharePoint is a web-based collaboration platform for creating intranets and allows users to share and manage documents, data, and information. You can buy a license for it included

Do you feel bothered about the checkout/check-in process in SharePoint? I have some clients asking about the feature and whether or not it’s a good idea to implement it throughout their sites. In this article, I’ll explain whether or not you have to check out a document in SharePoint Online and if there’s a better way. Let’s get started. What does checking out a document mean? The checking in and checking out feature in SharePoint is the opposite of the co-authoring feature since this one gives you a control feature. Here is how this feature works: This is a great idea for

Do you need to set up some sort of approval workflow? It’s worth considering if you have a lot of contributors for the content of your site as you may want to review each submission you get. In this article, I’ll show you how to create an approval workflow for SharePoint using built-in features from Power Automate. Let’s get started What is Power Automate? Microsoft Power Automate is an online workflow automation service that works across different apps and services. Using this tool, you can create five basic flow types: Automated cloud flows Instant cloud flows Scheduled cloud flows Desktop

Did you find site addresses in SharePoint a little confusing? It’s actually normal if you’re new to SharePoint Online. The more you visit sites and pages, the more you understand how the URLs work. In this article, let’s talk about SharePoint addresses and URLs including the format, limits, renaming or even changing a site address, and more. Let’s get started. What is the format of a SharePoint URL? This is easier to understand if you navigate first to your SharePoint tenant and you will land at the default site collection. Check the URL and you will see that the format

Do you want to create a new view in a document library or list? Fortunately, you can easily do this through the modern experience — although editing it might need a little work. In this article, I’ll show you how to create a view in SharePoint Online and some examples of custom views you can make. Let’s get started. How to create a new view in SharePoint Online Right after creating a new list or document library, the view that you’re seeing is the default view that shows everything without filters or groups. If you want to create a new view, follow these steps:

Do you need to configure or change the timezone in SharePoint Online? Well, if you tried it on your own, it’s likely that you never found the option. That’s understandable since it’s well hidden. In this article, I’ll show you how to change the timezone in SharePoint Online in regional settings, your Office profile, and many more. Let’s get started. How to change SharePoint regional settings The timezone option is actually hidden inside the regional settings in your site settings. The first thing you need to do is go to the site settings page. Follow these steps: From there, click

Are you contemplating using SharePoint for EDM? Well, you’re not the first. Though SharePoint isn’t particularly made with engineers in mind, it has a lot of benefits too that are beneficial for EDM. In this article, I’ll share my two cents regarding the issue of using the SharePoint platform for engineering document management. Let’s get started. What is a document management system? Document management refers to the control and tracking of the lifecycle of documents. The system simply allows that to happen. In the context of engineering: Engineering document management refers to the management of complex engineering documents like drawings, designs,

Are you thinking of using SharePoint as a means to store or save your images online? Well, it’s not completely a bad option. However, make sure to only store images that are useful in your organization. Otherwise, you will end up with a bloated document library that might eat up most of your organization’s resources. In this article, I’ll show you the different options on how you can store images in SharePoint and answer some common questions regarding the topic. Let’s get started. Things to consider before you save images in SharePoint Online Before anything else, I need to tell

Do you need to archive documents on your SharePoint site? Well, the truth is, you may need to do this sooner or later especially if your company keeps on expanding. In this article, I’ll show you how to archive documents in SharePoint and keep your sites clean from files that you don’t need anymore. Let’s get started. How to archive documents in SharePoint Online First, I’ll show you “true” archival options in SharePoint. After that, I will also present some options that allow you only to hide the documents. By the way, take note that all the steps in this