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Plan document management in SharePoint 2013

Published: November 13, 2012

Summary: Use these TechNet articles and related resources to learn about document management planning in SharePoint 2013.

Applies to:  SharePoint Foundation 2013 | SharePoint Server 2013 

SharePoint 2013 includes document management features that you can use to control the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained. The articles in this section will guide you in planning the document management features of your solution that is based on SharePoint 2013.

note Note:

Certain features, such as document sets and information management policies, are not available in SharePoint Foundation 2013. The articles that discuss these features are intended for SharePoint Server 2013 audiences.

TechNet articles about document management planning

The following articles about document management planning are available to view online. Writers update articles on a continuing basis as new information becomes available and as users provide feedback.

Content Description

Building blocks

Overview of document management in SharePoint 2013

Learn about the elements of a document management solution and the document management planning process in SharePoint 2013.

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Identify users and analyze document usage in SharePoint 2013

Learn how to collect information about document users to plan your SharePoint 2013 document management solution.

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Plan document libraries in SharePoint 2013

Learn how to plan document library use, access, and workflow in SharePoint 2013.

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Plan content types and workflows in SharePoint 2013

Learn how to integrate content types and workflows into your SharePoint 2013 document management solution.

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Plan document sets in SharePoint Server 2013

Learn about the Document Set feature in SharePoint Server 2013, how to administer Document Sets, and plan for Document Set content types.

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Plan for information management policy in SharePoint Server 2013

Learn how to use information management policies in SharePoint Server 2013.

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Plan document versioning, content approval, and check-out controls in SharePoint 2013

Learn how to use versioning, content approval, and check-out in SharePoint 2013 to control document versions throughout their life cycle.

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Co-authoring administration in SharePoint 2013

Contains links to TechNet articles that will help you learn how to configure co-authoring for SharePoint 2013.

Additional resources about document management planning

The following resources about document management planning are available from other subject matter experts.

Content Description

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SharePoint 2013 for IT pros

Visit the Resource Center to access videos, community sites, documentation, and more.

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