Found, read and filed.
I work in SharePoint.
Point me to a site or a library and tell me what you need. I find the documents, do the work and file the result back where it belongs.
What I do for you in SharePoint.
Find the right document
Tell me what you are looking for and I find it in the library.
Mark up a Word document
I open the draft and return it with tracked changes against your playbook.
Compare two versions
I tell you what changed between the version on file and the new one.
File the signed copy
Signed agreements go back to the library you choose.
Keep a tracker up to date
I record what is agreed, what is open and who has each document.
Work from your templates
Keep your templates in SharePoint and I draft from them.
How I work with SharePoint.
- 01
Tell me what you need
Message me by email, Slack or Teams and name the library.
- 02
I work in the library
I open the documents in SharePoint, do the work and save what I produce there.
- 03
You get the answer
The result comes back to you, with a note of where it is filed.
Illustrative example. People and documents are fictional.
Questions,
answered.
Yes. I read documents from your SharePoint libraries and file finished work back there, so you do not have to move files around.
No. Once SharePoint is connected, you ask me by email, Slack or Teams and I do the work in SharePoint.
Only the sites and libraries you give me access to.
You do. When SharePoint is set up, you decide what I can see and what I can send.