SharePoint Configuration.
We configure SharePoint as your document management system, with sites for departments and projects, libraries with metadata, group-based permissions and version history settings. Approval and review workflows are built in Power Automate, since Microsoft retired SharePoint 2013 workflows on 2 April 2026, and retention labels are applied where records must be kept.
Typically 2–4 weeks. The number of sites, the volume of files to migrate and the number of workflows drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Microsoft 365 users whose files are scattered across OneDrive and email
- Businesses that need controlled access to finance, HR and legal documents
- Organisations whose SharePoint 2010 or 2013 workflows have stopped running
What you receive at the end.
- 01Site and library structure with metadata and views
- 02Group-based permission model
- 03Version history and retention settings
- 04Power Automate approval workflows
- 05Migrated files and a user guide
SharePoint Configuration, step by step.
Typically 2–4 weeks. The number of sites, the volume of files to migrate and the number of workflows drive the time.
- 1
Information architecture
We map departments, document types and access needs into a site and library structure.
- 2
Sites and libraries
Sites, libraries, content types and metadata columns are created, with views for common searches.
- 3
Group-based permissions
Access is granted through Microsoft 365 and SharePoint groups rather than individual users, and external sharing is set site by site.
- 4
Versioning and retention
Version history limits are set by library, and retention labels are applied where policies require them.
- 5
Power Automate workflows
Approval and notification flows are built in Power Automate and tested with users.
- 6
Migration and training
Files are migrated from file servers or personal drives, and users are trained.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Microsoft 365 global or SharePoint admin access
- Department list, document types and who needs access to what
- Location and volume of files to migrate
- Approval processes to automate
- Any record retention requirements
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about SharePoint Configuration.
Ready to discuss SharePoint Configuration?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.