Posts Tagged "Folders"
How to automatically tag files with metadata based on folders in SharePoint
This is very unusual – I have used the “F” word and metadata in the same sentence. But that is precisely what this post is all about. Despite being a staunch supporter of metadata, I realize that many users might not necessarily get buy-in with metadata right away. If that is the case – this trick below might appease both the folder… keep reading >
Think in terms of Sites instead of Folders when migrating to SharePoint
The most common question I get from prospective clients and blog followers migrating from file shares to SharePoint is whether or not they should be creating SharePoint sites for their department/projects/client folders or maintain them all in folders in a single document library, just like on the network drive. With this post, I would like to provide an answer to this question… keep reading >
How to spot empty folders in SharePoint document libraries
Well, this is unusual. I am writing a post about folders. Those who follow my blog know that I am a staunch supporter of metadata and don’t like to use the F-word (a.k.a. – Folders) in SharePoint. However, if you do happen to use folders, I have a trick I want to show you. One of the deficiencies of folders is that… keep reading >
4 ways for law firms to manage and organize case documents in SharePoint
One category of clients I help configure SharePoint for are law firms. SharePoint makes perfect sense for the legal industry, as it allows to easily store documents in the cloud and be able to access them from outside of the office (i.e., courtroom). Additional SharePoint features, like versioning and metadata, allow for a very robust management of legal documents, court or client… keep reading >
How to hide folders from a document library
Did you know you could hide folders from the document library? Let’s say you have a library with pretty complicated folder structure. Maybe you added some metadata columns to it to help you organize it better, or maybe you are just so sick of folders, you want to hide them all and essentially flatten the structure and view just the files. Whatever… keep reading >
How to smoothly transition your users from folders to metadata
I get this question all the time. It goes something like this. “Yeah, Greg, we know you love metadata, and it makes sense to me, but how do I convince my users to use it and switch from folders to metadata? We tried this before, and it did not work.” Well, in case you are asking yourself the same question as you read… keep reading >
Site Collections, Sites, Pages, Document Libraries, and Folders – putting it all together
Over the course of the last few years, I published a number of posts explaining the difference between sites and site collections, sites and pages, document libraries and folders. I realize though that without having a big picture, it might be hard to visualize how all these pieces relate to each other. As such, I decided to publish this post, where I… keep reading >
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Metadata
Learn how to come up, create and set up metadata as well as company-wide taxonomy
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