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 company organizing, storing, and retrieving its millions upon millions of files. Although file servers are still around, many organizations are migrating to document management systems like SharePoint because of all the benefits they deliver. This chapter covers many of these benefits, including document versioning, approval, content types, views, document sets, unique document IDs, and the Content Organizer.