ECM 105 - Using Advanced Features for Document Management and Process Improvement
Tom Robbins, MCT - Featured Speaker

Document Sets are a feature of SharePoint that allow an enterprise to manage multiple pieces of content as one single work product. We can think of Document Sets as “Super Folders” because they allow us to group information together, but that is as far as it goes. Folders are something you want to avoid in SharePoint because they have little value in the big scheme of actually managing SharePoint content. Document Sets have the same attributes as folders, but come with other object elements that allow us to perform many different management functions. Some of the features of Document Sets are: version management, workflow association, Information Management Policy, and metadata.

This session will introduce the attendee to Document Sets and will dive deep into how to create and use them. Document Sets can then be used to implement business processes and this goes beyond the normal approach of using them simply as folder replacements. We will dive into Information Management Policy for Retention as well as using Workflow to automate approvals and retention of Document Sets. This session will really open the mind when it comes to really using SharePoint to its fullest to implement business processes.