much ado about documents new_york
TRANSCRIPT
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Much Ado about…
… Documents“We know what we are, but know not what we may be” - W. Shakespeare
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THANK YOUEVENT
SPONSORSWe appreciated you supporting the New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have tables scattered throughout
• Please visit them and inquire about their products & services
• To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must be present to win!
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CONFERENCE MATERIALS
• Slides / Demo will be posted on Lanyrd.com• http://lanyrd.com/2016/spsnyc
• Photos posted to our Facebook page• https://www.facebook.com/sharepointsaturdaynyc
• Tweet Us - @SPSNYC or #SPSNYC• Sign Up for our NO SPAM mailing list for all conference
news & announcements• http://goo.gl/7WzmPW
• Problems / Questions / Complaints / Suggestions• [email protected]
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• Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th. [6 minutes walk]
Scallywags also serves food.http://www.scallywagsnyc.com/
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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
• Connect with me on LinkedIn • http://www.linkedin.com/in/lizsundet/
• Blog: itsocialbutterfly.wordpress.com
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Agenda:Archiving DocumentsDocument SetsDocument ID’sRecords Management
Ado: Trouble or Difficulty
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“I am gone, though I am here. There is no love in you. Nay, I pray you let me go.” -William Shakespeare
Archiving Documents:
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“To Climb Steep Hills Requires a slow pace at first”~ William Shakespeare
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neeIs this relevant?Do I need it in the next few months?
Valid ProcessProject or Legal consideration
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Archive Vs. Trash
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Specify a trigger
Set the action
Transfer to Archive also able to move to Recycle bin or Trash
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“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
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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
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Don’t forget to activate the Site Collection feature for Document Sets
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All the Documents in a set will have the same “ingredients”
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Fill in the form Document Set Done
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“I would forget it fain,But oh, it presses to my memory,Like damnèd guilty deeds to sinners' minds.”
W. Shakespeare-Romeo and Juliet
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Document ID’s
“Though she be but little, she is fierce!”
William Shakespeare, A Midsummer Night’s Dream
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Setup: Site SettingsSite Collection Administration Site Collection Features
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https://percusn.sharepoint.com/_layouts/15/DocIdRedir.aspx?ID=NDX2FQE7FJM7-2102554853-77Vshttps://percusn.sharepoint.com/Shared%20Documents/$RGW51NO.ppt
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For pity is the virtue of the law, And none but tyrants use it cruelly – Timon of Athens.
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Library SettingsRecord Declaration Settings
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Record Center or In-Line?
What do you need?
What are your requirements?
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To be or not to be, that is the question