There’s a lot of buzz about how Sharepoint can increase productivity by streamlining office procedures, making information accessible and teamwork easy.
SharePoint does this with document management, content management, and, as I’ll discuss in my next blog post, enterprise content management. So let’s dig a little deeper into the power of document and content management.
Document Management Made Easy
SharePoint simplifies document management through its intuitive document libraries. If you've organized documents on a network, think of a document library as a centralized space for files. What makes SharePoint stand out is its flexibility and collaboration features. You can create, store, and organize documents with just a few clicks.
SharePoint also enables you to set permissions, so you can control who has access to specific documents or folders. Collaboration becomes seamless, with team members able to edit files in real time, leave comments, and track changes. It's a centralized, secure, and easy-to-use solution for managing documents.
# Tag Documents for Easy Search
Managing documents can be straightforward when you use tools like SharePoint and proper tagging methods. When you post a New Product Definition document, you can include metadata such as project name, product type, creation date, and relevant team members.
This way, when someone from the product development team needs to find the document, they can use keywords or specific search criteria to locate it quickly. Tagging and organizing documents this way not only speeds up the search process but also makes collaboration more efficient. No more sifting through endless folders or asking around for the latest version—just a quick search, and you're set.
# Decide Who Can Access It
To control who can view certain information or projects within a company, you assign access permissions to specific team members. This could mean giving rights to individuals who are directly involved, or to an existing group that needs the information. By doing this, you ensure that only the necessary people can access the data, keeping sensitive or in-progress content restricted from those who don't need it.
# Search, Filter, and Find What You Need
An engineer looking to fill in technical specifications for a new product can use SharePoint to find the relevant document quickly. They can start by entering keywords into the search bar to narrow down their options. SharePoint's advanced search capabilities can sift through vast data, pulling up the most relevant documents.
Alternatively, they can use filters by clicking on the column headers in the document library. This lets them sort and categorize the documents based on criteria like document type, date created, or owner, making it easier to pinpoint the specific document they need.
Once they have the document, the engineer can make their changes. They might update technical details, add diagrams, or correct existing information. After saving, SharePoint automatically logs the changes, recording who made the updates and when they were made. This audit trail is useful for accountability and ensures everyone working with these documents has access to the latest version.
If someone else needs to check the document's history, they can view the record of changes. This helps maintain consistency across teams and makes sure all stakeholders are on the same page with the latest specifications. SharePoint's integrated collaboration tools also allow team members to leave comments, suggestions, or notes within the document, further facilitating teamwork and communication.
# Keep Track of Multiple Versions
Version control is a system that lets you monitor and manage changes made to a document over time. With this system in place, you don't need to worry about unexpected changes or errors made by others working on the same document.
When version control is active, every time someone makes a change to a document, a new version is created and saved. This allows you to see what changes were made when they were made, and who made them. You can then review these changes to ensure they're accurate and in line with your expectations.
If an engineer makes a change that you're not happy with or that turns out to be a mistake, you can quickly restore the document to a previous version. This helps you maintain the integrity of your document and ensures that nothing is permanently lost or altered in a way you didn't approve.
# One-at-a-Time Editing
One way to prevent simultaneous editing and ensure version control in a collaborative environment is by using SharePoint's check-in and check-out system. This function enables you to "check out" a document; thus, only the person who has got it out would have the exclusive right to edit it. When the document is checked out, no one else is allowed to update it.
This means that only one individual has the permission to work on it at any given time. This eliminates the chance of conflicts and mix-ups which may happen when in a situation when other people are editing the same file at the same time. By completion of the editing phase, the team member clocks the file back in enabling others to carry on with it. This procedure keeps the workflow clean and in the right order by storage of their versions.
# On-the-go Access
Convenience is now the order of the day with the option of accessing data and relevant resources from anywhere thus making work easier. This is very important for the person who travels often or for the one who works from home. SharePoint enables team members to work with their files, collaborate among themselves, and finish tasks while having no ties to the office.
They can draw up documents, update report statuses, or share information with other colleagues, utilizing their laptops or smartphones. Thus, they can do their job even while on the road and remain productive. Through the SharePoint site, remote working and thus decreasing downtime that may come due to location constraints is made possible. Such continuous interactivity, in turn, enables workflow and notifies others of the latest events.
# Approvals At The Touch of a Button
Employing SharePoint workflows for approval from management becomes more seamless and quick. Once your group completes the New Product Definition, you need to get the Chief Executive Officer’s or Finance Director’s approval. As against the physical process of mailing documents through many places or needing to work with administrative assistants to avoid documents being misplaced, you just need to start a SharePoint workflow.
SharePoint workflow simplifies the approval process by automating routine tasks, thus, improving efficiency, and cutting down human error. This automation, even though it paces up approvals, also ensures their proper tracking and recording, which is particularly valuable for auditing or compliance. No longer are you required to manually route your file to the right individuals in a slow and unreliable routine; instead, with just a few clicks, you can set up a workflow that automates this process and makes sure that the document is sent to the right people who are responsible for the approval.
Web Content Management
# Bottleneck Buster
With SharePoint, you can streamline the process of web content publication, and therefore the bottleneck of having to depend only on developers for the process will be eradicated. One of the advantages of using SharePoint is it provides an area for not only intranet but also public websites to be created, published, and monitored without requiring technical abilities.
The intuitive interface of SharePoint enables even the non-technical user to put down content in WYSIWYG (what you see is what you get) format. This means you don’t require much knowledge of HTML or other web development languages to create and edit content. Thanks to this functionality, the amount of content on the site increases, as more users actively contribute to it. Thus, a broader range of information is ensured.
# Tracking Translations
Translation Management Library is an instrument created to ensure the efficient functioning of companies with multilingual operations. Language specialists will be assigned tasks involved in translation automation. This translates document copies to a multitude of languages. Such a system allows one to follow up on all translations making sure that the original content and its versions translated are synchronized.
The ability of the library to compare the original and the translated versions of the same document and to ensure uniformity across different languages is supervised. This allows uniformity in content across websites and different platforms through which organizations are constrained to communicate with larger audiences on a global level. Additionally, it promotes update management and content in all languages which assures accurate translation.
Call us at 484-892-5713 or Contact Us today to know more details about simplify your business with SharePoint document and content management.