SharePoint Best Practices

A SharePoint Solutions strategy offers company’s and clients the added benefit of efficient communication and collaboration.  

Office 365s integration with SharePoint Solutions have enabled companies to increase document management, creating collaborative and engaging working environments.

Below we have listed some of SharePoint’s best practices.

Best Practices

1. Document Versioning – Track and maintain version history.
   • Store major and minor documentation with the ability to restore past changes made.
   • Track changes on documents
2. Indexed Columns – Quickly filter and analyse data.
   • Indexed columns and document libraries
   • Help manage large libraries
3. Document Library naming and file naming conventions – When naming files, it is best to do this in a logical order.
   • Logical naming
   • Shorter, more user-friendly URLs
4. Stick to one type of content per library – Organise and distribute libraries required.
   • Structured document libraries
   • Improve content organisation and find-ability
5. Use Metadata instead of folders
   • Better organisation and ability to filter group content using meta data
6. Site columns and site content types – Help structure a document library capturing content type and associated files.
   • Ability to filter document libraries
   • Re-use ability of site columns and site content
7. Check Out Features – Co-authoring features enables and prevents more than one person at a time to edit a document.
   • Allow for co-authoring
   • Maintain data integrity
8. Document Library Permissions
   • Controlling who has access to specific content
9. Document Library Views –
   • Improved content find-ability
   • Enhanced user productivity
10. Configure Alerts –
    • Stay up-to-date with document library
    • Improve productivity

Top Five Benefits

1. Provide simple and familiar user experiences
2. Effectively manage content
3. Accelerate in shared business processes
4. Enabling employee collaboration
5. Single integrated platform

Novata Solutions is a SharePoint Solutions provider in Perth – optimising client’s productivity with efficient and effective strategies to best suite client’s needs.