Get started

Get started

Bring yourself up to speed with our introductory content.

• How to create accessible PDF documents

  If businesses create accessible PDF documents, they can reach more customers and expand their business opportunities. Learn how to create and ensure all documents are accessible. Continue Reading

• Records vs. document management: What's the difference?

  Records and document management both help organizations share and use files, but these strategies have different goals, information, processes and systems. Continue Reading

• 6 best practices for a records management strategy

  A records management strategy can boost efficiency and reduce compliance risk. To create this strategy, organizations must first identify business and legal requirements. Continue Reading

• Checklist to create accessible Word documents

  To better support employees and reach more customers, content teams should use this checklist to create accessible Word documents and learn key tips about alt text and font styles. Continue Reading

• 6 key roles in a knowledge management team

  Many organizations form dedicated teams to implement and maintain their knowledge management programs. Key roles include KM specialist, IT professional and knowledge champion. Continue Reading

• Definitions to Get Started

  • workflow automation
  • Hootsuite
  • taxonomy
  • social media metrics

  • records retention schedule
  • records management
  • web development framework (WDF)
  • Microsoft Power Apps

  View All Definitions

• How to build a content governance model

  With a proper content governance model, organizations can improve their content marketing efforts, benefit their SEO rankings and reach larger audiences.Continue Reading

• How generative AI can improve knowledge management

  With generative AI, knowledge management teams can automate knowledge capture and maintenance processes. Explore how AI can improve knowledge management.Continue Reading

• How to remove digital signatures from a PDF

  Digital signatures let organizations execute and secure agreements, but users can remove them if they need to reformat documents or protect signers' privacy.Continue Reading

• workflow automation

  Workflow automation is an approach to making the flow of tasks, documents and information across work-related activities perform independently in accordance with defined business rules.Continue Reading

• How to add digital signatures to a PDF

  Organizations use digital signatures to secure agreements. Common document applications, such as Adobe Acrobat and macOS Preview, let users quickly add digital signatures to PDFs.Continue Reading

• 5 types of AI content moderation and how they work

  AI will change how organizations moderate content, especially on social media and with the increase in AI-generated content being produced. Here's what you need to know.Continue Reading

• How do digital signatures work?

  Digital signatures add a level of security to online agreements, which can prevent bad actors from impersonating other individuals or tampering with sensitive contracts.Continue Reading

• LMS vs. CMS: What's the difference?

  A CMS can fulfill general content publishing, editing and storage needs, while an LMS is better suited to a more specific HR and employee-oriented use case.Continue Reading

• What does a knowledge champion do?

  Knowledge champions use communication and leadership skills to encourage their department or group members to adopt knowledge management best practices.Continue Reading

• Hootsuite

  Hootsuite is a social media management platform that helps organizations deliver enhanced social media experiences to their customers at every stage of the customer journey.Continue Reading

• 5 steps to integrate a content personalization engine into a CMS

  Customer experience is a top focus in the modern business world, and personalized content can go a long way toward delivering that exceptional experience.Continue Reading

• taxonomy

  Taxonomy is the science of classification according to a predetermined system, with the resulting catalog used to provide a conceptual framework for discussion, analysis or information retrieval.Continue Reading

• social media metrics

  Social media metrics are the various data points that enable a company to gauge the impact of social media activity on its revenues.Continue Reading

• 7 tips for creating a knowledge base

  A knowledge base offers self-service for customers and employees. Organizations can collect feedback and build a culture of knowledge sharing to create an effective knowledge base.Continue Reading

• records retention schedule

  A records retention schedule is a policy that defines how long paper and electronic content must be kept and provides disposal guidelines for how those items should be discarded.Continue Reading

• records management

  Records management is the supervision and administration of digital or paper records, regardless of format.Continue Reading

• How do collaboration and knowledge management relate?

  If organizations integrate their knowledge management and collaboration systems, employees can better collaborate on and share data and documents in a secure environment.Continue Reading

• web development framework (WDF)

  A web development framework is a set of resources and tools for software developers to build and manage web applications, web services and websites, as well as to develop application programming interfaces (APIs).Continue Reading

• 4 knowledge base article templates

  Knowledge bases can improve CX and employee productivity, but organizations may not know where to start. Discover four templates to help teams write knowledge base articles.Continue Reading

• Microsoft Power Apps

  Power Apps is a suite of Microsoft products that enable both developers and nontechnical users to build custom applications to fulfill various business needs.Continue Reading

• 5 integrations for your CMS

  To get the most out of a content management system, organizations can integrate theirs with other crucial tools, like marketing and collaboration software.Continue Reading

• Power Platform

  Power Platform is an intuitive and collaborative platform from Microsoft.Continue Reading

• information rights management (IRM)

  Information rights management (IRM) is a discipline that involves managing, controlling and securing content from unwanted access.Continue Reading

• Microsoft Office Delve

  Microsoft Office Delve is a search engine and discovery tool for the Microsoft Office 365 productivity suite.Continue Reading

• What are the benefits of a knowledge base?

  As a knowledge base lets customers and employees quickly find answers, it can boost an organization's customer satisfaction score and overall efficiency.Continue Reading

• How to build a WordPress knowledge base

  A knowledge base lets customers quickly find answers to their questions, which benefits CX. Organizations can use WordPress plugins and themes to build their own knowledge bases.Continue Reading

• CRM vs. CMS: How they differ and how to integrate them

  CMSes and CRM systems serve different purposes, but together, they can help organizations improve customer data management as well as automate sales and marketing strategies.Continue Reading

• headless content management system (headless CMS)

  A headless content management system (CMS) delivers back-end capabilities for editing, organizing and storing all types of digital information, without regard to how that content is published, displayed or used.Continue Reading

• 8 SharePoint Syntex best practices

  To use SharePoint's content AI services -- Syntex -- organizations should determine their pain points and plan thorough end-user trainings for successful adoption.Continue Reading

• 6 SharePoint Syntex use cases

  File discovery is one of the most popular use cases for SharePoint Syntex. But how else can you use it? Here, see how real-world teams have begun to use this tool.Continue Reading

• e-signature (electronic signature)

  An e-signature (electronic signature) is a digital version of a traditional pen and ink signature.Continue Reading

• Microsoft MyAnalytics

  Microsoft MyAnalytics is a personal analytics application in Office 365 that enables employees to gain insights into how they spend their time at work and how they can work smarter.Continue Reading

• Learn the basics of digital asset management

  DAM systems offer a central repository for rich media assets and enhance collaboration within marketing teams. However, users may struggle with metadata and business processes.Continue Reading

• An introduction to SharePoint Syntex

  SharePoint Syntex is Microsoft's foray into the increasingly popular market of content AI services. This introduction explores how Syntex works, pricing and includes a video demo.Continue Reading

• Microsoft Planner

  Microsoft Planner is a web-based visual task management application that enables enterprise teams to create, assign and organize work in order to execute projects.Continue Reading

• digital asset management (DAM)

  Digital asset management (DAM) is a business process for organizing, storing and retrieving rich media and managing digital rights and permissions.Continue Reading

• digital experience (DX)

  Digital experience (DX), also known as digital user experience (digital UX), is the take-away feeling an end user has after an experience in a digital environment or with a digital technology or device.Continue Reading

• takedown request

  A takedown request, also called a DMCA takedown or a notice and take down request, is a procedure for asking an internet service provider (ISP) or search engine to remove or disable access to illegal, irrelevant or outdated information.Continue Reading

• What are the key issues in knowledge management?

  Knowledge management systems help employees find important information. However, implementation can pose challenges with user adoption and content maintenance.Continue Reading

• How to migrate to a media asset management system

  What is media asset management, and what can it do for your organization? It's like digital asset management, but it aims for better video and multimedia storage and maintenance.Continue Reading

• What are the types of knowledge management systems?

  In order to understand the different types of knowledge management systems, organizations should know about the different types of knowledge and the history of this market.Continue Reading

• Microsoft Power Automate

  Microsoft Power Automate, formerly called Microsoft Flow, is cloud-based software that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers.Continue Reading

• SharePoint farm

  A SharePoint farm is a collection of servers that work in concert to provide a set of basic SharePoint services to support a single site.Continue Reading

• content services platform

  A content services platform is cloud-based SaaS software that enables users to create, share, collaborate on and store text, audio and video content.Continue Reading

• 7 best practices for knowledge management strategies

  Organizations can't roll out a knowledge management strategy in one day. Yet, with these best practices, those businesses can create and maintain successful knowledge strategies.Continue Reading

• Microsoft Power BI

  Microsoft Power BI is a business intelligence platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data.Continue Reading

• search engine marketing (SEM)

  Search engine marketing (SEM) is a method of promotion and advertising to help companies' content rank higher among search engine traffic.Continue Reading

• How to choose the right PIM system for your business

  PIM systems ensure sales channels display accurate product information. To find the right system, e-commerce leaders must first identify business goals and required features.Continue Reading

• content sprawl

  Content sprawl is a condition of an organization's content assets in which proliferation and unmanaged growth have led to an unwieldy mass that is difficult to manage.Continue Reading

• Adobe Sign

  Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track and manage e-signature processes.Continue Reading

• content management (CM)

  Content management (CM) is the process for collection, delivery, retrieval, governance and overall management of information in any format.Continue Reading

• OCR (optical character recognition)

  OCR (optical character recognition) is the use of technology to distinguish printed or handwritten text characters inside digital images of physical documents, such as a scanned paper document.Continue Reading

• How to incorporate social media into SEO strategies

  While social media marketing and SEO seem like two separate practices, when used together, they can enhance any organization's digital marketing strategy.Continue Reading

• Secure File Transfer Protocol (SSH File Transfer Protocol)

  SFTP is a term that refers to either Secure File Transfer Protocol or SSH File Transfer Protocol, and is a computing network protocol for accessing and managing files on remote systems.Continue Reading

• How does e-commerce search work?

  Effective e-commerce search relies on detailed product descriptions and metadata. Also, features like autofill and search filters can help organizations offer accurate results.Continue Reading

• 12 file sharing best practices for secure collaboration

  Remote work has accelerated the need for secure file sharing and storage. Organizations should emphasize security, structure and user training in their collaboration strategies.Continue Reading

• 6 product information management best practices

  PIM systems maintain accurate product data across channels. For a successful implementation, business leaders should identify their needs and compare software products.Continue Reading

• How can analytics improve content management?

  Customer data and behavior analytics from tools like Google Analytics can give content managers insight into the kind of content site visitors want.Continue Reading

• 5 paperless office software tools to consider

  With seemingly endless options to choose from, picking the right paperless office software tool starts with understanding what options are available.Continue Reading

• Quiz: Test your knowledge of digital asset management

  DAM systems help marketing teams manage the multimedia content they work with every day. With this quiz, test your knowledge of digital asset management.Continue Reading

• How to build a successful paperless office strategy

  Shifting an organization to be a paperless office starts with finding the right tools to digitize content and establishing the strategy and processes that promote staff buy-in.Continue Reading

• How do electronic signatures vs. digital signatures differ?

  Many people think e-signature and digital signature are interchangeable terms, but an electronic signature differs from a digital one in critical ways.Continue Reading

• Quiz: Test your knowledge of information governance best practices

  As strict privacy laws challenge organizations, information governance is the answer. This quiz can help business leaders test their knowledge of information governance basics.Continue Reading

• 4 SharePoint migration tools to consider

  Moving years' worth of SharePoint data out of on-premises storage to the cloud can be daunting, so choosing the correct migration tool is an essential first step.Continue Reading

• What IT skills are required for e-commerce?

  While e-commerce involves a lot of marketing and sales, it also requires IT expertise to keep platforms running. Explore seven technical skills needed for e-commerce platforms.Continue Reading

• The history and evolution of the paperless office

  From the advent of word processors to full-time remote work, the history of paperless offices reflects major technological innovations across the past four decades.Continue Reading

• Microsoft SharePoint

  Microsoft SharePoint is a document management and collaboration platform that helps a company manage archives, documents, reports and other content that is vital to its business processes.Continue Reading

• How to check and verify file integrity

  Organizations planning content migrations should verify file integrity and ensure files weren't corrupted in the move. File validation can keep critical data secure.Continue Reading

• 6 enterprise content management best practices for deployment

  A successful ECM deployment requires planning. Content managers should consider their organization's content lifecycle, security and compliance needs before deployment.Continue Reading

• How to choose an enterprise video content management system

  With more video content than ever, many organizations have adopted video content management systems. This comparison chart highlights five different vendors and what they offer.Continue Reading

• content aggregator

  A content aggregator is an individual, organization or tool that gathers web content and applications from different online sources for reuse.Continue Reading

• The role of artificial intelligence in the future of content

  AI will play a key role in the future of content, as it can simplify tasks, create new business apps and improve file storage. But these changes won't happen overnight.Continue Reading

• Content collaboration tools shift into hyperdrive

  Induced by the COVID-19 pandemic and hybrid workforce, collaborative content practices embrace advanced technologies, knowledge management, old visions and new realities.Continue Reading

• Tips and tools for remote content collaboration, deployment

  Organizations need remote content collaboration to ensure sensitive files and documents are secure, easily shareable among users and accessible as employees work remotely.Continue Reading

• 7 steps for ECM migration

  Organizations must know when to migrate ECM systems for up-to-date content storage and security. These steps reveal what companies must know and do for successful migrations.Continue Reading

• paperless office

  The paperless office is an umbrella term for business practices that improve the workplace by reducing reliance on paper.Continue Reading

• Automated document management system tools transform workflows

  Advanced technologies, e-signature proliferation and COVID-19's impact are speeding the transformation from paper-based to automated document management processes.Continue Reading

• How to choose the right document management system

  With numerous options to choose from, picking the right document management system for your organization depends on a careful examination of its tools and features.Continue Reading

• Follow 10 Power Apps best practices to build business apps

  While Power Apps is part of most Microsoft 365 subscriptions, some users may not know how to take advantage of it. Explore 10 best practices for Power Apps and how to get started.Continue Reading

• 12 advantages and disadvantages of video conferencing

  Remote work necessitates technological advances such as innovations in video conferencing software. Consider the business benefits and challenges of these tools.Continue Reading

• 7 Microsoft Power Apps benefits for content managers

  Microsoft Power Apps can improve the speed of app development and enable easier app creation, which can benefit organizations and business users with minimal technical skills.Continue Reading

• The top 5 video conferencing use cases

  Recruiting, training and collaboration are among the top video conferencing use cases for businesses, and they will remain so as the video market continues to expand.Continue Reading

• Is it legal to record virtual meetings and video conferences?

  Yes, it is legal to record virtual meetings. But, for ethical or legal reasons, remote workers shouldn't record them all. Learn when recording is and isn't appropriate.Continue Reading

• Explore this introduction to digital experience platforms

  Web experience management platforms and content management systems are morphing into digital experience platforms. This introduction to digital experience lays out the basics.Continue Reading

• 5 benefits of enterprise content management (ECM)

  ECM is a hefty investment, so it's a good idea to evaluate all the benefits before making a purchase. Understand how ECM benefits these five areas of business.Continue Reading

• content management system (CMS)

  A content management system (CMS) is a software application or set of related programs that help create and manage digital content.Continue Reading

• 7 key stages of enterprise content lifecycle management

  Content lifecycle management is where business process management, content and records management intersect. Learn more about this process and its key stages.Continue Reading

• web content management system (WCMS)

  A web content management system (WCMS) is a type of content management system (CMS) that provides an organization with a way to manage digital information on a website through creating and maintaining content without prior knowledge of web ...Continue Reading

• knowledge management (KM)

  Knowledge management is the process by which an enterprise gathers, organizes, shares and analyzes its knowledge in a way that is easily accessible to employees.Continue Reading

• enterprise document management (EDM)

  Enterprise document management (EDM) is a strategy for overseeing an organization's paper and electronic documents so they can be easily retrieved in the event of a compliance audit or subpoena.Continue Reading

• How to develop an ECM strategy and roadmap

  Without an ECM roadmap, an organization's strategy can get muddled and disorganized. Understand the steps and strategies to create an ECM roadmap with these tips.Continue Reading

• Compare information governance vs. records management

  Information governance focuses on the framework a business must follow for managing information, while records management focuses on the lifecycle of digital and physical records.Continue Reading

• 5 best practices to complete a SharePoint Online migration

  Moving from an on-premises system to SharePoint Online offers businesses new capabilities, such as Power Suite and site analytics. These best practices can help with migrations.Continue Reading

• 5 important questions to ask potential ECM solution partners

  It's critical to select the right enterprise content management partner, so Bob Estes has several questions CIOs should ask around cloud support, data protection, integrations and more.Continue Reading

• How automated content tagging improves findability

  Companies that use AI to automatically tag their metadata can improve findability of content across the entire organization. AI tagging vendors can help businesses get started.Continue Reading