SharePoint Thomas

SharePoint 2010 introduces new capabilities regarding Records Management. The most interesting feature, I think, is In-Place Records management (info at the end of this post) which makes it possible to declare documents as records without moving them to a Records Center. Records and documents live side by side in the site they were created in, and SharePoint 2010 makes it possible to apply different policies (i.e. retention schedules) depending if the item is a record or a document. The Record Center site template is still available. It utilizes some new functionality like the Content Organizer to route incoming documents to the libraries of your preference. A new “dashboard” gives a record manager faster access to common tasks and to-do actions. Holds (with discovery), audit and file-plan reports are also new or improved functionality to better control your records. Other items than documents can also be declared as records in SharePoint 2010; wiki pages, blog posts, article pages ...

SharePoint 2010 has extended its Document Management (and Records Management) capabilities considerably. I have looked into the new capabilities and will give you a quick overview about some of them. This post explains the following functionality: Document ID Rating, Tag/Notes Rule Based Submission The functionality described in this blog post may be changed substantially prior to final commercial release of SharePoint 2010. Document ID At the Site Collection level you can enable use of Document ID’s: Each document in the Site Collection will get their unique document number (see next screenshot). A document is addressable using the unique document id via a document redirector page (/DocIdRedir.aspx?ID= uniquedocid ), and the unique document id can also be used as a property when searching. Rating, Tag/Notes I have enabled both versioning and forced check-out on my document library. Rating and adding Tag/Notes does not require a check-out, and users are able to easily rate a...