How to Use Metadata and Folders

How to Use Metadata and Folders

Target Audience: Site Administrators & End Users

Have you ever misplaced a document in a file structure that is 10-folder deep? Are you tired of deciding which particular folder a document belongs to? Go folder-less!

A more user-friendly approach is to employ no (or fewer) folders, and use views to manage our files instead. You are allowed to have up to two levels of groupings and a wide variety of sorts and filters to refine the views.

In order to build a more customized view, you will need a bit more knowledge on metadata, site columns, and content types, which we will cover in the next upcoming tips. Stay tuned!

This tip is also posted on Secrets of SharePoint. Thank you so much for the Idera’s support!


Also published on Medium.

Kenneth Lo