Document Libraries: Organize Workpapers with Metadata, Versioning & Secure Sharing

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Speaker: Therman Trotman

This is a 3-part series: Mastering Microsoft Tools for Accounting Pros

• Part 1 (SharePoint Sites for Accounting Firms: Build a Client-Ready Command Center): October 13 @ 2:30pm ET
• Part 2 (SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets): November 10 @ 2:30pm ET
• Part 3 (Document Libraries: Organize Workpapers with Metadata, Versioning & Secure Sharing): December 8 @ 2:30pm ET

Document Libraries are more than “online folders.” In this session, you’ll learn how to design libraries that reflect an engagement binder, with metadata for engagement, year, section, and status; templates for recurring work; and views/search that surface what matters fast. We’ll cover version history, check-in/out, co-authoring, and how to use link-based sharing safely (inside and with clients). You’ll also see best practices that support a 'one version of the truth' strategy. Walk away with a repeatable library pattern that reduces duplicates, makes review easier, and creates a built-in audit trail.

Learning objectives

After attending this session, attendees shall:

1. Configure a document library with metadata, views, and optional templates or document sets for engagement work.

2. Apply best practices for secure internal and external sharing to minimize data risk.

3. Use version history and retention settings to maintain a reliable audit trail.

We’ll cover version history, check-in/out, co-authoring, and how to use link-based sharing safely (inside and with clients). You’ll also see best practices that support a 'one version of the truth' strategy. Walk away with a repeatable library pattern that reduces duplicates, makes review easier, and creates a built-in audit trail.

Learning objectives

After attending this session, attendees shall:

1. Configure a document library with metadata, views, and optional templates or document sets for engagement work.
2. Apply best practices for secure internal and external sharing to minimize data risk.
3. Use version history and retention settings to maintain a reliable audit trail.

Cost: Free

CPE Credits: 1.5

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer