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Knowledge from real projects

Practical articles on SharePoint, Microsoft 365, Teams and SPFx – based on more than 20 years of project experience. Page 3.

Personal writing by Florian Grasel → floriangrasel.com

Diagram: a scanned PDF without a text layer becomes searchable through OCR, a set of minutes receives filing level and phase, an email its header data as metadata

DocumentsSep 25, 2026

SharePoint OCR: making scanned PDFs searchable

SharePoint search does not find scanned PDFs without a text layer. How OCR processing on upload is set up and what to bear in mind in operation.

Diagram: project workspace in the centre, connected to ERP and CRM, SAP, controlling, site apps, BIM repository and signature service

ProjectsSep 24, 2026

Project data from ERP and SAP in SharePoint: four patterns

How SharePoint project workspaces are connected to ERP, CRM, SAP and site apps: four patterns from practice and what keeps them stable in operation.

Smarter O2S suggests a SharePoint filing destination for the selected email directly in Outlook

CompanySep 23, 2026

Office2SharePoint becomes Smarter O2S – now in Microsoft Marketplace

File emails in SharePoint, complete metadata and find documents directly in Outlook: the new Smarter O2S is available in Microsoft Marketplace.

Permission matrix: six libraries in the rows, five roles in the columns, with write, read or no access in each cell

ProjectsSep 23, 2026

SharePoint permission concept for projects: roles, not names

Three role models for project workspaces in SharePoint, from five roles to 26 groups per project, and the rules that keep permissions manageable.

Diagram: on the left a template plan with three buckets and six tasks, on the right a project’s team with the copy of the plan in the Planner tab

ProjectsSep 22, 2026

Teams template with Planner: project teams with standard tasks

Teams templates create channels and apps, but no Planner tasks. How a template plan is copied automatically when the project team is created.

Diagram: on the left the template with six numbered areas and subfolders, on the right three projects with the same structure

ProjectsSep 21, 2026

Folder structure for projects in SharePoint: template, not copy

Three real-world filing structures, from the reference structure to a filing plan with over 90 libraries, and the rules for building them in SharePoint.

Diagram: project workspace with filing and roles, next to it the completion of automatic provisioning with five completed steps

ProjectsSep 20, 2026

Provisioning SharePoint project workspaces automatically: where templates end

What Teams templates and site templates do for project workspaces, where they end and how provisioning with a project list, status and restart is built.

Diagram: documents from SharePoint go to the archive system with PDF, metadata, approval history and retention period, below it a failed handover with a retry button

DocumentsSep 19, 2026

Connecting SharePoint and LiveLink: handover to the archive

How SharePoint and OpenText Content Server (LiveLink) work together: two handovers from practice with metadata, error handling and retention.

Diagram: on the left a sequence with three signers in order, on the right a batch of twelve documents signed with one confirmation

DocumentsSep 18, 2026

Signing documents in SharePoint: single and batch signature

Qualified signatures from the SharePoint library: one document, several signers in sequence or many documents as a batch. Including the limits.

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