Kenneth Lo, CEO of Kattelo Consulting, had the greatest pleasure of presenting Docs without Folders — Organizing Documents with Content Types and Metadata during SharePoint Saturday Silicon Valley this past Saturday. The event was a great opportunity for SharePoint developer and users to share their insights. During the event, SharePoint end-users were able to benefit from Kattelo team’s extensive and vast experiences with SharePoint to gain best practices on making document libraries more organized.
The traditional form of file organization involves utilizing folders to categorize various files. However, files often have overlapping categories and sub-categories. This can and will lead to one big folder mess and file hell (as Kenneth likes to put it). With SharePoint, you can easily organize files without the use of folders. As Kenneth explained, documents in SharePoint can be tagged with metadata, such as date, department, file creator, and more. Users would then be able to sort or filter documents based on these metadata and find the documents easier and faster; without the need of looking inside every folder.
If you missed out on Kenneth’s session, check out his slideshow from this Saturday’s presentation! In order to derive the maximal mileage from your tagging efforts, Kenneth has published a tip on how to embed the metadata within an Office documents. It’s just like magic: SharePoint Tips – Embed Metadata in Microsoft Office Suite!
The Kattelo Consulting team had a blast at another great SPSSV! We would like to thank the organizers and sponsors. Putting together an excellent event like this requires an enormous amount of work and resources. Please make sure to send them a nice hug and thank you cards.
If you have any additional feedback, please do not hesitate to contact us. Ciao!