Category Archives: Documents

Dynamic Excel Web Part

In all versions of SharePoint and Office 365, the Excel Web Access web part has been around for years.  It is part of the enterprise version of these products.  Web part connections can be created on pages in SharePoint, to send information between web parts. The requirement in this scenario is that a department has a bunch of spreadsheets in

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Office 365: Information Rights Management

Information Rights Management is being rolled out to Office 365 right now.  I read about it here, and decided to go into my tenant and try it out.  This is very exciting!  What is Information Rights Management?  The quick explanation is that it lets you have tighter control over what happens to your files (mostly just MS Office files) once

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SharePoint and Office 365: Cross-site Content Concepts

I recently had a call with a customer who had a pretty common requirement. Their content editors work on files on a team site, and they want to have a way to have that content exist on the team site and on their main intranet site as well. Currently the content editors are making the changes in two different places,

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Workflow–How to Set Task Fields

When assigning tasks in SharePoint workflows, you may have noticed that each task that gets assigned has one field that associates it with the original list or library item where the workflow task came from.  You may have noticed the “Related Content” column in a task list.  It is just a hyperlink field that links you back to that original

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Display Multiple Document Libraries in SharePoint 2010

A few years ago, I wrote an article for SPTechWeb, where I give a high level overview of several different ways to display content from multiple document libraries.  Here’s the article. A frequent requirement in SharePoint projects is to display documents from multiple libraries together. There are several different methods in which this can be achieved in SharePoint 2010, ranging

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“I Need To…” Display a List of Documents

In this article, I’ll describe how to use the out-of-box “I Need To…” web part to display a dynamic list of documents in a document library. About the “I Need To…” web part This web part displays items in a list on the SharePoint site.  The Title field is the field that will be displayed.  The list also must have

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