Document Management

Document Management, Thought Piece

Do we still need Wikis and Knowledge Bases in SharePoint?

This post reflects on whether wikis and web publishing are feature still required as part of SharePoint and concludes that something akin to structured authoring is a missing piece in the jigsaw and many organisations would find useful. This article provides the groundwork for the soon to be released K-Docs Publish solution which will launch in the Microsoft Marketplace in February 2026

Document Management, SharePoint

The Good, the Bad and the Ugly of the new SharePoint Library Experience

The new SharePoint Library Experience has arrived, introducing various changes to the user interface. While some features enhance usability by reducing clutter and saving clicks, others, like the new filter panel and command button locations, complicate navigation. Overall, the update offers mixed improvements with notable inconsistencies and usability issues.

Document Management, Thought Piece

Inconvenient behaviour when trying to relocate documents when Content Approval is enabled on a SharePoint library

A customer reported issues with the document relocation in SharePoint when Content Approval is enabled. Users with Edit permissions face errors, as they can’t move documents due to permission limitations. Suggested workarounds include copying documents or adjusting user permissions, but both have drawbacks, highlighting a significant flaw in Microsoft’s default permission settings.

Document Management, Thought Piece

Why enforcing document checkout is a generally bad idea on a SharePoint library and only use minor versioning when you really need it

In this post I discuss my experience of helping a government department transition from SharePoint on-prem to SharePoint Online, highlighting the issues with legacy document management features that enforced document checkout and minor versioning. These settings led to complications, such as unindexed draft items and checked-out documents, emphasising the need for careful consideration in implementing such features.

Document Management, SharePoint

We are delighted to announce the release of K-Docs View to the Microsoft Marketplace

We are delighted to announce the launched K-Docs View in the Microsoft Marketplace. This product is a user-friendly SharePoint viewer that improves upon standard tools by enhancing document access and navigation. It provides access to remote libraries, enhanced sort, filter and group options and has a unique document map view mode.

Document Management, SharePoint

Hierarchical Filtering using K-Docs View

K-Docs View enhances SharePoint’s functionality by enabling hierarchical filtering, a feature lacking as standard. It allows users to tag documents using a structured taxonomy, improving organisation and retrieval. By configuring managed metadata columns and selecting appropriate terms, users can filter documents efficiently.

Document Management, SharePoint

K-Docs Overview

K-Docs is a suite of four Freemium products enhancing document management in SharePoint: K-Docs Approve for formal approvals, K-Docs View for easy document access, K-Docs Publish for document distribution balk PDF conversion or to publish Word Documents as a SharePoint Modern Site Page, and K-Docs Acknowledge for tracking user acknowledgments. The suite aims to streamline compliance and improve efficiency in information management.

Document Management, SharePoint, Thought Piece

Spaces and Lines: Fundamental Concepts for Building a Successful Information Architecture in SharePoint

The article discusses building successful SharePoint Intranet portals, emphasising the importance of a straightforward information architecture (IA). It categorises information spaces (consumer, production, archive) and warns against aligning an Intranet with organisational structures, instead advocating a functional design

Document Management, SharePoint

Kaboodle Family Planning: Proudly Announcing the birth of K-Docs Approve

Kaboodle Software aims to create high-quality, affordable products that provide real business benefits. The first product, K-Docs Approve, has launched on the Microsoft Marketplace, with plans for additional K-Docs products. These solutions are designed to enhance SharePoint functionality, directly driven by customer needs and feedback, emphasizing a freemium model for accessibility.

Document Management, SharePoint

D3 Virtual Tree Visualisations of SharePoint Document Libraries

The post addresses the challenges of document organization in SharePoint, emphasizing the benefits of utilizing metadata to create virtual hierarchies instead of relying solely on physical folder structures. It describes a solution using D3-Hierarchy Trees integrated within SharePoint, allowing users to customize document views based on various attributes. The K-Docs View product is introduced as an effective tool for improving document accessibility by enabling flexible grouping and organization.

Document Management, SharePoint, SharePoint K-Docs Approve

Using K-Docs Approve

The article outlines how users interact with the K-Docs Approve system after configuring a SharePoint library. It details the Approvals Panel, highlighting key controls like the Document Header, Approval Status, Comments Box, and Actions Log. Users can submit, reject, and track document approvals and comments, aiding collaboration and review processes.

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