SharePoint Document Management Explained - See the Art-of-the-Possible.

Whether you're migrating from a file-server or using SharePoint already - there is so much more you can do with SharePoint once you see how.
In this video we show how the full document lifecycle in SharePoint can be supported using the standard Microsoft 365 office licensing.
01:10 How SharePoint Goes Wrong
02:52 The Document Life Cycle
06:12 Planning your Information Architecture
13:04 Step 1: Create Consistently
20:30 Step 2: Collaborate using Word and SharePoint
28:02 Step 3: Approval Process
33:36 Step 4: Manage & Search
38:56 Step 5: Retention and Disposition
49:14 Summary
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#sharepoint #sharepointonline #documents #documentmanagement #dms

[@Ramble0n]

Very helpful video... Is the document search / filter page shown at 34:42 out-of-the-box or is it an add-on of some sort?

[@informationexp]

Hi, it's a community created, Microsoft backed Add-on (free).
If you search for "PNP SharePoint Modern Search" - you will find out more.

[@MsKaryn]

How did you create the pink ribbon navigation menus? I am struggling to understand that part.

[@informationexp]

You have multiple levels of navigation within SharePoint. The one that you're interested in is the Hubsite level. This means the navigation will appear on all sites within a hub but not in different hubs. To change the navigation - head to the hubsite - home site, you will see "edit" appear - this how you update this navigation. (If you're in other sites within the hub - the edit does not appear).
Hope that helps MsKaryn!

[@fbifido2]

@13:27 - how do you make those templates show up in word?

[@informationexp]

Have a search for “organization assets sharepoint” and you should find your answer!