SharePoint Document Management by LearnNowOnline

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									SharePoint:
Document Management




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           Copyright © by Application Developers Training Company
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


             Learn More @ http://www.learnnowonline.com
                Copyright © by Application Developers Training Company
Agenda
• Managing Documents
• Rules Based Submission
• Document Center




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             Copyright © by Application Developers Training Company
Managing Documents
•   Version Control
•   Approval
•   Workflows
•   Publishing infrastructure




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                Copyright © by Application Developers Training Company
Document IDs
• Assign unique, immutable ID to documents
• Document ID Service feature
  • Document ID prefix customizable
• Associated with Document content type




           Learn More @ http://www.learnnowonline.com
              Copyright © by Application Developers Training Company
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




          Learn More @ http://www.learnnowonline.com
             Copyright © by Application Developers Training Company
Rules Based Submission
•   Orderly document storage
•   Library organization
•   User-based decisions
•   Scalability




            Learn More @ http://www.learnnowonline.com
               Copyright © by Application Developers Training Company
Organizing Content
•   Content Organizer site feature
•   Content Organizer Settings
•   Content Organizer Rules
•   Folder Partitioning
•   Associated with Document content type




             Learn More @ http://www.learnnowonline.com
                Copyright © by Application Developers Training Company
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




               Learn More @ http://www.learnnowonline.com
                  Copyright © by Application Developers Training Company
Agenda
• Managing Documents
• Rules Based Submission
• Document Center




          Learn More @ http://www.learnnowonline.com
             Copyright © by Application Developers Training Company
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




          Learn More @ http://www.learnnowonline.com
             Copyright © by Application Developers Training Company
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




           Learn More @ http://www.learnnowonline.com
              Copyright © by Application Developers Training Company

								
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