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SharePoint vs Teams: Document Management Compared

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Managing documents can be tricky. Should you use SharePoint or Teams? Here’s the short answer:

  • SharePoint is best for organizing, storing, and managing large document libraries with advanced tools like workflows, metadata, and compliance features.
  • Teams is ideal for fast collaboration, real-time communication, and quick file sharing within chat-based workspaces.

Quick Comparison

Feature SharePoint Teams
Purpose Document management and storage Real-time collaboration
File Organization Custom folders, metadata Channel-based folders
Permissions Granular, detailed control Linked to team membership
Best For Large organizations, compliance Small teams, quick collaboration

Use SharePoint for structured file management and compliance. Use Teams for everyday teamwork. Combine both for the best of both worlds.

SharePoint vs Microsoft Teams: Where to store your documents?

SharePoint

Main Document Management Functions

SharePoint and Teams approach document management in distinct ways, influencing how files are stored, organized, and accessed.

Storage and File Structure

SharePoint uses its library system to manage document storage, while Teams organizes files based on channels. When you create a team in Teams, a SharePoint site is automatically set up to handle file management in the background.

Feature SharePoint Teams
Storage Location Dedicated document libraries Channel-based folders
Organization Method Custom folders and metadata Channel-specific structure
File Access Direct through libraries Via channel conversations
Customization Advanced site and library options Basic folder setup

File Versions and History

Both platforms utilize SharePoint's versioning system for tracking changes. This system is automatically enabled when creating new libraries in SharePoint, recording every save made to a document.

"There is literally no difference between storing your files in Microsoft Teams or in SharePoint. They are, in reality, just two views of the same file store. You can access, create, edit or otherwise interact with them in either place." - Veronique Lengelle, MVP

This versioning system helps users:

  • View earlier versions of documents
  • See who made specific changes
  • Restore older versions if needed
  • Compare different versions of a file

Finding Documents

SharePoint shines when it comes to document discovery, offering a range of tools to locate files efficiently:

  • Metadata filtering: Add tags to documents for easier categorization
  • Advanced search filters: Refine results by criteria like date, author, or file type
  • Full-text search: Search within the content of documents
  • Custom views: Arrange documents based on metadata for personalized layouts

Teams, on the other hand, focuses on quick searches within channel-specific content, making it a straightforward option for accessing recently shared files.

User Permissions

SharePoint provides detailed control over who can access what, while Teams simplifies permissions by linking them to team membership. Both platforms rely on SharePoint's security system at their core.

Permission Aspect SharePoint Teams
Access Levels Site Owner, Member, Visitor, Custom Team Owner, Member, Guest
Granularity File and folder-specific Channel-specific
Management Detailed access control Simplified team-based permissions
External Sharing Multiple sharing options Restricted to guest access

Next, let’s explore how these platforms support collaborative document editing.

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Working Together on Documents

Multiple Users Editing

Both SharePoint and Teams make it easy for multiple users to collaborate on documents in real time, thanks to Microsoft 365's features.

Feature Real-Time Collaboration Features
Live Co-authoring Instantly see others' cursors and updates as they happen
Edit Tracking Automatically highlights recent changes
Presence Indicator Displays who is currently viewing or editing the document
Auto-save Ensures changes are saved immediately for all users

Sharing Files Inside and Outside

SharePoint offers detailed file-sharing options, while Teams simplifies the process with channel-based sharing. Together, they create a seamless experience for sharing files across different scenarios.

"Microsoft 365 - including Teams, SharePoint, and OneDrive - is designed to be a universal toolkit to give your team members integrated and flexible ways to work for their projects and tasks." - Microsoft Support

SharePoint's advanced permission settings allow for precise control over file access:

Sharing Level SharePoint Teams
Internal Team Site-based permissions Channel-specific access
Organization-wide Customizable access levels Public team membership options
External Partners Guest access with restrictions Limited guest user capabilities
Individual Files Shareable via direct links Shared through chat or channels

Microsoft 365 Connection

Microsoft 365

The integration of SharePoint and Teams within Microsoft 365 ensures a smooth connection between communication and document management. This unified system improves workflows and keeps everything in sync.

Here are a few examples of how teams benefit from this integration:

1. Software Development Teams

Developers use Teams for focused discussions while storing their codebase and documentation in SharePoint. This setup allows them to switch effortlessly between conversations and document management.

2. HR Departments

HR teams run live training sessions on Teams, while SharePoint serves as the central hub for all training materials. This ensures smooth coordination between live interactions and resource storage.

3. Project Management

Project managers use Teams for quick communication about deliverables and SharePoint for structured document organization. This combination keeps conversations and files easily accessible.

Best Uses for Each Platform

SharePoint Strengths

SharePoint stands out in managing structured documents and ensuring organization and compliance. Its flexible settings and strong security make it ideal for:

Use Case Key Benefits
Regulated Industries Policies for document retention, audit trails, compliance tracking
Knowledge Management Centralized libraries, metadata tagging, advanced search functionality
Large-scale Storage Organized hierarchy, version control, automated workflows
Company-wide Intranets Content governance, controlled access, custom templates

With features like check-out protocols, audit trails, and retention policies, SharePoint ensures controlled document handling.

Teams Advantages

Teams is perfect for fast collaboration and quick file access, thanks to its chat-based interface. It works best for:

Scenario Collaboration Features
Project-based Work Instant file sharing, real-time discussions, integrated meetings
Small to Mid-sized Teams Organized channels, immediate file access
Cross-department Collaboration Guest access, threaded conversations, co-authoring files
Remote Teams Video calls, persistent chat, shared workspaces

Each platform has its strengths, but combining them can significantly boost productivity.

Using Both Together

Bringing SharePoint’s structured management together with Teams’ dynamic collaboration creates a well-rounded document workflow.

1. Finance Departments

Finance teams can store sensitive documents in SharePoint while using Teams for daily reporting discussions.

2. Legal Teams

Legal teams manage contracts and apply retention policies in SharePoint, while Teams facilitates case discussions.

3. Marketing Teams

Marketing teams maintain their asset libraries in SharePoint and coordinate campaigns through Teams channels.

"SharePoint is primarily a document management system, while Teams is focused on real-time communication and collaboration." - sprobot.io

Understanding the roles of each platform is crucial for success:

Activity Primary Platform Supporting Platform
Document Storage SharePoint Teams for quick access
File Sharing Teams SharePoint for better organization
Compliance Management SharePoint Teams for discussions
Project Coordination Teams SharePoint for documentation
Knowledge Base SharePoint Teams for updates

Choosing the Right Platform

Deciding between SharePoint and Teams comes down to your business's specific needs. SharePoint shines when it comes to managing documents with advanced version control, secure access, and workflow automation - perfect for organizations requiring detailed document management.

On the other hand, Teams integrates SharePoint storage with a user-friendly interface, making it ideal for fast collaboration and real-time file sharing. This makes it a strong choice for remote teams and project-based tasks.

In many cases, businesses benefit from using both platforms together. Here's a quick guide to help you decide based on your priorities:

Business Need Recommended Platform Key Consideration
Managing Documents SharePoint Best when compliance and structured workflows are essential
Fast Collaboration Teams Great for projects requiring frequent communication
Handling Large File Libraries SharePoint Ideal for managing extensive document collections
Daily Team Interactions Teams Perfect for routine file sharing and discussions
Broad Company Access SharePoint Works well when wide accessibility is required

To get the most out of these platforms, a tailored implementation strategy is key. Tech NoCo offers services to optimize your SharePoint and Teams setup through a three-step process: Evaluation, Diagnosis, and Customization. Their expertise ensures your document management aligns with your business needs, enhances security, and boosts efficiency.

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