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Hi @Randy Wilson,
Good day, and I appreciate the well‑structured description of your concern.
Regarding your inquiry about managing procedures in SharePoint, it is indeed possible to achieve your goal by creating link items within a document library. This allows you to represent procedures within your DG folder structure without needing to host or duplicate the original files.
To add a reference to an external file within your DG folders, follow these steps:
- Navigate to the DG document library and open the specific folder where you want the reference to appear.
- Select + New/ Create or upload from the top menu and choose Link.
- Paste the URL of the target item (file, folder, or site). A common method is to open the source document, select Copy link, and paste that URL into the "Create link to" pane.
- Enter a File name for the link and select Create.
SharePoint will then add a shortcut to the library, automatically appending a .url extension to the file name. This surfaces the file within your structure while the original team retains ownership and hosting of the document.
To implement this successfully, please note that link items are only compatible with the modern SharePoint experience or Server 2019+ and are not supported in classic or older versions. It is important to remember that these links do not grant new permissions; users must already have access at the source location to view the files. Additionally, clicking a link may occasionally trigger a brief redirection or confirmation screen, and because these items are categorized as shortcuts, they will not automatically appear in "News" web parts.
Additionally, if your ultimate goal is to create a "DG Hub," you might also consider maintaining a dedicated SharePoint page with curated navigation. This allows you to group links by domain or owner while keeping the original files in their respective team sites.
I hope this provides a clear path forward. Should you have any further questions, please feel free to reach out.
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