The document outlines 10 SharePoint hacks that cannot be lived without. It describes quick edit, version control, editing documents online, library/list search boxes, drag and drop functionality, security group permission lookups, drop-down navigation, enterprise keywords, managed metadata, and metadata navigation. For each hack, it provides the business benefit and instructions for how to implement it in SharePoint. The document encourages reaching out if any additional help is needed with SharePoint configuration, customization, migration, implementation strategy, training, user adoption, or governance.

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SHAREPOINT HACKS YOU
CANNOT LIVE WITHOUT

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Before we start…
 Webinar recording is available here
 Slides and Demo based off SharePoint
Online, however, similar functionality is
available with on-premises and older
versions of SharePoint

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About Me
 Gregory Zelfond
 10+ years of experience with SharePoint
 Huge SharePoint Advocate, blogger
 Love to solve business problems using
code-free, out of the box SharePoint
configurations
 Owner of SharePoint Maven

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About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING

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Agenda
1. Quick Edit
2. Version Control
3. Edit documents online
4. List/Library search box
5. In-browser drag and drop
6. Security group sites permission lookup
7. Drop-down navigation
8. Enterprise Keywords
9. Managed Metadata
10. Metadata Navigation

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1. Quick Edit
 Business Benefit
– Allows to bulk-edit metadata (many at once)
 How to
– Make sure you choose flat view (no grouping!)
– Library/List Tab > Quick Edit
– Drag cells just like in Excel

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2. Version Control
 Business Benefit
– Tracks history of changes to the document/item
 How to
– Library/List Tab > Library Settings > Versioning settings
– Enable Major Versions

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3. Edit documents online
 Business Benefit
– Allows to edit documents in the browser without MS
Office (Word, Excel) installed on the computer
 How to
– Click on document
– Click on Edit in Word/Excel Online

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4. List/Library Search Box
 Business Benefit
– Allows to quickly search for documents or items in a list
or a document library (not the whole site!)
– Search picks up metadata, file names, text within the
documents!
 How to
– Reference this blog post for detailed instructions

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5. In-browser Drag and Drop between folders and metadata groups
 Business Benefit
– No more Windows Explorer!!!
 How to
– Just drag and drop files and folders from one folder or
metadata grouping to another right inside the browser.

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6. Security Group permission lookup
 Business Benefit
– Allows to quickly see what access particular security
group has to the whole site collection!
 How to
– Site Settings > Site Permissions
– Click on the security group
– Settings > View Group Permissions
Another reason to use security groups – this
does not work with individual user permissions

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7. Drop-down Navigation
 Business Benefit
– Allows to quickly create global drop-down navigation without
enabling Publishing features!
– Excellent user adoption technique – quickly get to any site
 How to
– Site Settings > Top Link Bar
– Drag and Drop submenus one under another, click Save
– Works best with non-IE browsers
– Special credit to Mike Smith and his blog post on this
awesome technique!
– Reference this blog post for detailed instructions

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8. Enterprise Keywords
 Business Benefit
– Allows for quick and easy utilization of metadata
– Improves search experience
– Gives you ideas on how to categorize documents (if you
have no clue)
 How to
– Library/List Tab > Library Settings > Enterprise
Metadata and Keywords Settings
– Check the box, click OK

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9. Managed Metadata
 Business Benefit
– Type-ahead functionality
– Ability to setup Metadata synonyms
 How to
– Site Settings > Term Store Management
– Create a column, select Managed Metadata radio
button

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10. Metadata Navigation
 Business Benefit
– Awesome user adoption/usability technique
– Provides amazing search experience for business users
– Partially mitigates 5,000 view item limit because it
indexes those columns in the background
 How to
– Refer to this blog post for detailed instructions

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Need help with SharePoint?
 SharePoint Site Configuration and Customization
 Document Migration to SharePoint
 SharePoint Implementation Strategy
 SharePoint Training
 SharePoint User Adoption
 SharePoint Governance
 SharePoint Project Management

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THANK YOU!
Visit: sharepointmaven.com
Email: greg@sharepointmaven.com
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions