Chapter 10

Configuring Document Management

IN THIS CHAPTER, YOU WILL LEARN TO:

  • CONFIGURE VERSIONING AND APPROVAL
    • Enabling Document Versioning
    • Restoring a Document Version
    • Requiring Explicit Checkout
    • Taking Ownership of Checked-Out Files
    • Configuring Draft Item Security
    • Enabling and Configuring Content Approval
  • CREATE VIEWS
  • CREATE CONTENT TYPES
  • CREATE DOCUMENT SETS
  • CONFIGURE DOCUMENT IDs
  • CONFIGURE THE CONTENT ORGANIZER
    • Configuring Content Organizer Settings
    • Creating Content Organizer Rules

Of all SharePoint’s capabilities, the one area that is arguably the most sought after is document management. Organizations of all sizes have document management requirements: from a small dental office filing electronic patient letters to a Fortune 500 ...

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