Note: Applies to SharePoint Online/O365 and modern experiences only.
In SharePoint Server/on-prem, we have to manage content types and allow links to documents before we can link to documents outside the current document library. But in SharePoint Online/O365, there’s a Link option on the New menu that does all the work for us, and without even needing to adjust the library’s content type settings.
Modern experience in SharePoint Online/O365
In a modern-view document library, simply use New > Link.
Then paste a URL to the file, or select it from recent files which, yes, will include files modified even outside the current library.
This will add a link/shortcut within your document library to the document stored/managed elsewhere.
Today I ran across an issue where someone had created links within a classic document library that redirected users to documents stored in a different library. This is easy to do, but for some reason those links were now leading users to blank .aspx pages instead of the intended document.
Note that users weren’t taken to an “invalid” or “can’t be found” error page, but a completely blank page with a URL ending in .aspx. If you’re being redirected to anything other than a blank page the following solution probably won’t apply to you.
I figured out that, somehow, the library in question no longer had the “Link to a document” content type included. You normally can’t delete a content type that is in use, but with the right permissions and perhaps a migration tool or script, anything is possible. Without the content type on the library, the links that once worked under that content type now could not.
Important: The links are not necessarily broken – do not delete them. Once the content type is added again, they should work unless the original URLs have actually changed.
To re-add the link/shortcut content type to the library, follow these directions (same as if you were adding it for the first time):
1. Go to Library > Library Settings
2. Choose Advanced settings
3. Set Allow management of content types to Yes.
4. Click OK to save changes.
5. Under Content Types choose Add from existing site content types
I happily stumbled across an update to modern document libraries I hadn’t noticed before. The modern document library “new item” menu now includes an option to “Edit New Menu” which pulls up this pane in-context:
And also includes the ability to upload a new template directly from the menu, rather than through content type settings.
Any new templates added via this method will use the default content type for that library, but provides a way to have multiple templates for a single content type.
SharePoint has many out-of-the-box (OOTB) ways to improve the way data is displayed in lists and libraries. Many of these can alleviate headache your users experience when adapting to a new way of working with their abundance of ever-growing information. Let’s check out a few things you can do right now, in less than five minutes:
Prevent horizontal scrolling by carefully selecting displayed columns
You know that one file, right? The one named “Agenda.docx” in the folder called “November” in the “2008” folder in another folder called “DO NOT Delete” in the “Archive” folder of the “Retired Committees” folder?
Me either. And chances are you don’t need it anymore. But managing team/department documents on traditional shared drives has challenges like this all the time, with management, retention, content ownership, etc. SharePoint, however, can greatly assist in keeping your content current, relevant and organized.
Of course making the switch from shared, common network drives to SharePoint can be intimidating. But the benefits of doing so are well worth the effort to make your team work more efficiently. This post will highlight 10 features in SharePoint you can’t necessarily get from shared network drives:
Yesterday in a SharePoint 200 session I gave at Lawrence Memorial Hospital, I shared one of my favorite SharePoint “nuggets” which is the “Edit” icon available out-of-the-box, and easily added by any level of user in just 4-5 steps.
This edit icon column can be added to any list or library view in SharePoint and allows you one-click access to edit the properties of a document or edit a list item or form. In addition to that it’s security-trimmed, meaning only people who have edit/contribute permissions will actually see the icon at all. Everyone else will only see an empty column.
To add the column, you must have the ability to create or modify views and list settings.
Note this is only available in classic view lists and libraries. In the O365/Modern experience you can simply select an item, click “Edit” and the right edit pane appears to allow a similar experience.
Edited Dec 10, 2018 to include “for a selected item” function in modern sites.
Can you convert SharePoint documents to PDF without leaving SharePoint? Heck, yeah!
Basically we’ll create this flow:
“When a file is created or modified” in SP -OR- “For a selected item”
Create document in OneDrive for Business -OR- OneDrive
Convert document (OneDrive action in Flow)
Create document in SP
It’s a bit of a hack but we get exactly the result often requested: convert SharePoint docs to PDF automatically. Here’s how to set this up. A video walkthrough using the “created/modified” trigger is available at the bottom of this post.