Ryan Clark

Missing some files from a user? In this guide, you will learn how to request the files from a user in SharePoint without leaving the document library. Let’s get started. What is this request files feature? From the name, the purpose of this feature is to enable others to upload files using a link to a specific library folder. Here are some details regarding this feature: What’s amazing here is that the recipient won’t be able to view or edit what’s in the folder — they can only upload. By the way, the request files feature works too in OneDrive and OneDrive […]

Want to know about the monitoring tools for SharePoint Online? In this guide, you will learn the different monitoring tools for SharePoint Online and what they actually do. Let’s get started. Importance of Monitoring Tools for SharePoint Online SharePoint Online’s ability to streamline collaboration and manage content makes it indispensable. Unfortunately, its complexity and breadth also introduce challenges, especially in maintaining its performance. This is where monitoring tools become important — here are reasons why you should learn about them: Personally, I feel that the most important thing here is security , which should be a top priority for organizations today. These monitoring tools

Recently saw advanced management in your SharePoint admin center? In this article, you will learn the basics of advanced management, its features, and how those features can help. Let’s get started. Introduction to Advanced Management Basically, this add-on will enhance your control and oversight of SharePoint and OneDrive environments. There are three basic benefits that advanced management brings: At the core of advanced management is an emphasis on tightening security across your sites and OneDrive. As for the feature itself, it’s been available for a while now — however, you may have seen it recently in the admin center: It’s more than

Need to collaborate with others? In this guide, you will learn the best practices when it comes to document collaboration, complete with links to relevant resources. Let’s get started. Best Practices for Document Collaboration SharePoint has a lot of tools and features that can enhance productivity and streamline workflows. But what exactly are these features? How can you maximize them? Well, let’s start with the first one: 1. Enable co-authoring I consider the co-authoring feature as one of the best features for team collaboration. From the name itself, this feature allows different users to work on the same document at

Need to keep some documents private? In this guide, you will learn how to restrict access to certain documents in SharePoint Online using 2 easy methods. Let’s get started. What happens when you restrict access to a document? When you follow the methods I share below, the effects are immediate and impactful. Some of what happens include the following: It also affects the regulations in data privacy and protection, as only authorized individuals will be able to access those documents. However, if you’re collaborating with others on a document, make sure to grant permission to them. How to Restrict Access

Can’t add a rich text field in a library? In this guide, I will show you how to easily create a rich text field column in a modern library in SharePoint Online. Let’s get started. What is a rich text field? Having a rich text field in SharePoint, especially in a document library, can help with clarity. That’s because users can freely express their ideas with more than just plain text. Imagine being able to: However, as you can see later on, there’s a bit of a problem… How to Add a Rich Text Field in a Modern Library I

Need to create a Gantt chart? In this guide, I will show you an easy method to create a Gantt chart in SharePoint Online using JSON. Let’s get started. What are Gantt charts? Gantt charts are quite handy in project planning and management since they show a timeline and task progression. If you have already seen a Gantt chart, you know that they’re basically progress bar charts that represent a project’s schedule. You can easily create one in Microsoft’s app for project management — Microsoft Project — quite easily: There was also a functionality for it in the classic experience of SharePoint. Unfortunately, Gantt

Wondering how you can embed a PDF file in SharePoint? In this guide, I will show you the easiest way to embed a PDF in a page in SharePoint and allow users to view it directly. Let’s get started. Using File and Media SharePoint has now made it even easier to view files on a page. With the updated file and media web part (previously file viewer), you can embed files such as: Step 1: Edit the page The first part here is to find the web page where you want to embed the PDF file. Go to site contents

Need to implement DLP in SharePoint? In this guide, you will learn about data loss prevention in SharePoint Online, the core principles, how to implement it, and more. Let’s get started. Data Loss in SharePoint Online As you may know, data loss in a SharePoint environment can be a critical concern for any organization. It doesn’t only bring inconvenience — it can pose significant risks to business operations and data security. On the bright side, understanding the root causes is the first step toward effective prevention. Here are some common causes of data loss: Learning these causes will enable you and your

What common issues will you encounter in SharePoint Online? In this guide, let’s talk about SharePoint Online common issues and what you can do when you encounter them. Let’s get started. Issue 1: Permissions and Access Control Problems Permissions and access control are pivotal in managing a SharePoint environment effectively. The challenges often stem from the complexity and granularity of SharePoint’s permission settings. What are SharePoint permissions? SharePoint permissions are hierarchical, ranging from site collections to individual items. This granularity offers great flexibility but can also create complexity. In SharePoint, there are default permission levels, such as: Each of these