Your organization has started storing documents and emails in SharePoint - perhaps to replace file shares, or to improve upon personal Outlook folders as a way of managing emails, or maybe even to replace a traditional DM system. One of the reasons for moving to SharePoint is that it has a pretty powerful search capability – you can search for documents based on their content and / or their metadata. How ironic then that one of the complaints that I hear most frequently from users who are tryin ...[Read More]

MacroView DMF provides a Browse mode that displays the tree structure of a SharePoint environment – all the areas that contain documents or emails for which you have access permission and all the areas where you can save additional documents or emails. In any but the smallest organizations, this tree tends to be large – large numbers of sites and sub-sites, each of which can contain multiple document libraries, which in turn can each contain multiple document sets and folders – even trees of fo ...[Read More]

If yours is one of many organizations that storing scanned images as PDFs in SharePoint you will know how frustrating it is to re-save a PDF back to SharePoint once you have viewed or edited it in Adobe Reader or Adobe Acrobat. You have to save PDF to your desktop or other local drive and then go to web browser and Upload. You need to enter the metadata all over again and you cannot create a new version – even if you have enabled Versioning in the destination document library in SharePoint. ...[Read More]

Many organisations are saving scanned images as PDFs in SharePoint document libraries and wanting to create processing workflows that involve working with those PDFs in Adobe Acrobat. The problem occurs when you are finished editing and want to re-save the PDF back to SharePoint. Adobe Acrobat out-of-the-box will replace the PDF (rather than create a new version) and not prompt for metadata.  You need to go into the web browser UI of SharePoint to set the metadata as if the PDF were being sa ...[Read More]