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Much Ado about…
… Documents“We know what we are, but know not what we may be” - W. Shakespeare
THANK YOUEVENT
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CONFERENCE MATERIALS
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Scallywag's Irish Pub
508 9th Ave, between 38th & 39th. [6 minutes walk]
Scallywags also serves food.http://www.scallywagsnyc.com/
About Me• Liz Sundet– Business Development Manager-Focal Point Solutions, LLC.
• MBA, PMP, CBAP, CSM • Musician: Dog Lover:
• Biker: “Throttles, not pedals”• Email: [email protected] • Follow on Twitter: @percusn
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Agenda:Archiving DocumentsDocument SetsDocument ID’sRecords Management
Ado: Trouble or Difficulty
“I am gone, though I am here. There is no love in you. Nay, I pray you let me go.” -William Shakespeare
Archiving Documents:
“To Climb Steep Hills Requires a slow pace at first”~ William Shakespeare
neeIs this relevant?Do I need it in the next few months?
Valid ProcessProject or Legal consideration
Archive Vs. Trash
Specify a trigger
Set the action
Transfer to Archive also able to move to Recycle bin or Trash
“I can see he's not in your good books,' said the messenger.'No, and if he were I would burn my library.”
-William Shakespeare, Much Ado about Nothing
Steps for Document Sets:• Set up a Library• Turn on ability to view
content types• Choose “Add from existing
Site Content Types”• Select the drop down for
“document set content types”
• Add Document Set to the right hand column
Don’t forget to activate the Site Collection feature for Document Sets
All the Documents in a set will have the same “ingredients”
Fill in the form Document Set Done
“I would forget it fain,But oh, it presses to my memory,Like damnèd guilty deeds to sinners' minds.”
W. Shakespeare-Romeo and Juliet
Document ID’s
“Though she be but little, she is fierce!”
William Shakespeare, A Midsummer Night’s Dream
Setup: Site SettingsSite Collection Administration Site Collection Features
https://percusn.sharepoint.com/_layouts/15/DocIdRedir.aspx?ID=NDX2FQE7FJM7-2102554853-77Vshttps://percusn.sharepoint.com/Shared%20Documents/$RGW51NO.ppt
For pity is the virtue of the law, And none but tyrants use it cruelly – Timon of Athens.
Library SettingsRecord Declaration Settings
Record Center or In-Line?
What do you need?
What are your requirements?
To be or not to be, that is the question
