Sharepoint help
Budget: $10 – $30 USD
Hi I would like someone to create instructions for me on how to make the following sharepoint edits, this can be a video instruction like a youtube video or you written instructions but they must be easy for me to follow as I am trying to learn the system.
1. Creating an automated document numbering system
{project number} - {Discipline} - {Document Type} - {sequential number}
A similar process is outlined here
https://buildbod.com/2018/05/21/automatic-document-numbering-using-microsoft-flow/
2. Version control documents
3. A workflow that triggers a notification to the approver(s) the first person to accept or reject the document in the workflow deterimines the document outcome, with the ability to add an electronic signature to the document if a signature is required, if they don’t approve the document send it back to the orginator. If approved the word document is converted into a pdf and automatically transferred to the correct folder.
4. Show when documents are checked in and out
5. Create two columns
- Approval date - shows the date the document was approved ( this would be the same date that it was approved in the workflow
- Next review - This will calculated by using a formula based on the review date being one year ahead of the approval date column. This column will also need to change column when within one month of the next review date and trigger a notification to the relevant person so they are notified that the next review is coming up.
6. Watermarking of document with the version, document number and review date
1. Creating an automated document numbering system
{project number} - {Discipline} - {Document Type} - {sequential number}
A similar process is outlined here
https://buildbod.com/2018/05/21/automatic-document-numbering-using-microsoft-flow/
2. Version control documents
3. A workflow that triggers a notification to the approver(s) the first person to accept or reject the document in the workflow deterimines the document outcome, with the ability to add an electronic signature to the document if a signature is required, if they don’t approve the document send it back to the orginator. If approved the word document is converted into a pdf and automatically transferred to the correct folder.
4. Show when documents are checked in and out
5. Create two columns
- Approval date - shows the date the document was approved ( this would be the same date that it was approved in the workflow
- Next review - This will calculated by using a formula based on the review date being one year ahead of the approval date column. This column will also need to change column when within one month of the next review date and trigger a notification to the relevant person so they are notified that the next review is coming up.
6. Watermarking of document with the version, document number and review date