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SharePoint Document Types

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A list of common document types to use as metadata values for Document Type drop-down choices in SharePoint. A great addition to any site or type of organization.

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SharePoint Document Types

  1. 1. sharepointmaven.com @gregoryzelfond SHAREPOINT DOCUMENT TYPES GREGORY ZELFOND
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me  Gregory Zelfond  10+ years of experience with SharePoint  SharePoint advocate, blogger  Love to solve business problems using code-free, out of the box SharePoint configurations  Owner of SharePoint Maven (sharepointmaven.com)
  3. 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
  4. 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint Document Types  A comprehensive list of frequently used Document Types  A great addition to any Document Library in SharePoint to help you organize your documents  Download this file and use content as drop- down choices in your column / Term Store  Just Copy & Paste the list from next slide
  5. 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint Document Types 1. Agenda 2. Attendee List 3. Brochure 4. Budget 5. Business Case 6. Business Plan 7. Business Requirements 8. Bylaw 9. Communication 10. Communication Plan 11. Contact List 12. Contract 13. Dashboard 14. Financial Report 15. Financial Statement 16. Forecast 17. Form 18. Guidelines 19. Handbook 20. Image 21. Invoice 22. Lessons Learned 23. Logo 24. Manual 25. Meeting Minutes 26. Nomination 27. Org Chart 28. Photo 29. Policy 30. Presentation 31. Presentation Proposal 32. Pricing 33. Process 34. Procedure 35. Progress Report 36. Project Charter 37. Project Initiation 38. Proposal 39. Report 40. Risk Register 41. Quote 42. Schedule 43. SLA (Service Level Agreement) 44. Statistics 45. Status Report 46. Survey 47. Survey Result 48. Technical Design 49. Template 50. Test Plan 51. Training Plan 52. Video 53. Workflow 54. Working Document
  6. 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Example of SharePoint Document Library
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint?  SharePoint Site Configuration and Customization  Document Migration to SharePoint  SharePoint Implementation Strategy  SharePoint Training  SharePoint User Adoption  SharePoint Governance  SharePoint Project Management
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: greg@sharepointmaven.com Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Get in touch if you have questions

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