Videos on Document Management in SharePoint 2010

Get started with understanding the document management features available in SharePoint 2010 by watching the free videos listed below.

Note: In addition to these videos, there are others available in our subscribers area.

Creating a Document Library

A document library is used to store any type of a document or an artifact in SharePoint. Once the document is stored in the library, you can take actions on it such as checking it out, versioning it, putting a workflow around it and a whole lot more. This video shows the creation process of a document library and also the additional options you have at the time of creation.

Versioning settings in Document Libraries

Document libraries provide the ability to have documents with both major and minor versions. A major version is usually a document that has been published while a minor version is still in draft state and being worked upon. The draft items can be set to be invisible to readers of the site. You will see in this video how to configure versioning settings and the best methods to utilize them.

Utilize Content Types to define and organize your content

Organizations create multiple types of content. For example, in any business, you have expense reports and status reports that need to be filled out by employees. In other organizations, you might have legal contracts, marketing proposals and more. You can get a handle on all this type of content and organize and manage it throughout your organization, utilizing content types in SharePoint.

These videos are available for free until 8/5/2010. They will then be returned to the subscribers only area.

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Video on Creating Document Sets

A major new capability in SharePoint 2010 is the ability to create Document Sets. A document set is just what it sounds like – a set or package of documents defined as one entity. For example, a loan mortgage application packet could be considered a document set within which you would have individual documents such as personal information, existing properties you own, loan rate declaration etc. Each of these documents could be of any type, but together they make up the document set. This video shows the process of creating a new document set from scratch.

Watch the video on Creating Document Sets that explains this functionality.

This video is available for free until 7/28/2010.

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Checking in Multiple Documents

The Check In/Out functionality is pretty awesome in SharePoint document management, but isn’t it a pain to have to check in each document separately if, let’s say, as an Admin you have just migrated 100 documents in a document library and they all appear to be in a checked out state?

I get this question asked a lot: Can you check in multiple documents at once? The answer is Yes you can! It is done using the “Site Content and Structure” page (see pic below) which is only available in MOSS Standard or above.

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