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.

Document Management, SharePoint, SharePoint K-Docs Approve

Getting Started with K-Docs Approve

The blog discusses document management through SharePoint, emphasising its limitations in complex approval processes. It provides a to help you get started with K-Docs Approve, a freemium solution designed to enhance governance. The post details installation steps, configuration options, and features like approval routes and notifications, while encouraging users to explore advanced settings and customization.

Document Management, SharePoint, SharePoint K-Docs Approve

Overview of K-Docs Approve

The blog discusses challenges in managing document approval processes using SharePoint and the limitations of Power Automate for complex workflows. It provides an overview of K-Docs Approve, a state and role-based tool designed for effective document governance without the complications of traditional tools. The solution is freemium, easy to configure, and aims to enhance collaborative working.

Document Management, SharePoint

What’s Missing in SharePoint Document Management

In this post I discuss the limitations of SharePoint’s version control and content approval features, particularly for Controlled Documents. It argues that many organisations require more complex approval workflows than SharePoint offers. I introduce K-Docs Approve, a solution designed to enhance SharePoint, allowing flexible 2 to 4-step approvals, state-machine workflows, and document tracking without the need for Power Automate workflows.

Document Management, SharePoint

SharePoint Document Version Control and Content Approval works but…

The article discusses SharePoint’s versioning and content approval features, explaining major and minor versioning. While it highlights the complexities and potential friction these features introduce, it emphasizes their benefits for document management, especially in controlled environments. Ultimately, the author suggests the need for enhanced governance tools in SharePoint.

Document Management, Thought Piece

All documents are created equal, but some are more equal than others!

In this article I discuss the classification of documents in every organisations into 3 categories: Controlled Documents, which govern business processes; Records, which are produced during these processes; and Transient Documents, which hold no long-term value. Effective management and governance are essential for Controlled Documents and Records to ensure consistency and compliance.

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