SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Effectively Use SharePoint as Your ECM Solution – Phase 2: SharePoint Information Architecture

Set the foundations for findability, compliance, and personalized user experience by organizing and labeling SharePoint content.

SharePoint for ECM Design Tool

This practical worksheet goes step by step through the important decisions you need to make to structure your content in SharePoint.

Effectively Use SharePoint as Your ECM Solution – Phase 3: SharePoint Migration Planning

Each situation is different. Use the migration options and sample plans to decide which transition option works best for your project.

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

e-Signature Detailed Requirements Worksheet

Tool to gather technical, business, regulatory, and records management requirements for e-signature service.

Enterprise Content Management: Introduction

Use this blueprint as an introduction and guide to Info-Tech's best practices approach for modern enterprise content management (ECM).

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Adopting e-Signature

Organizations are expected to offer digital, self-serve experiences, including approving important transactions, especially with modern businesses embracing flexible work...
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