Let’s say that we have a library called Products with many different folders for each product.
SEARCHING FOR WORDS IN WORD DOCUMENT FOLDERS HOW TO
Here is a quick tutorial to walk you through why it is important to add meta tags at the folder level in SharePoint and how to set this up for your own folders: This means that the ‘tagging’ is being pre-populated at the folder level and users don’t even have to worry about it. In SharePoint Online (and earlier), you can set the default metadata values (tags) based on the folder location of the new document. So how can we make it easier for users to upload documents, while still ensuring your SharePoint files are tagged properly so they are searchable and can be found? This means that unless the document has a name or content that matches a search query, there is no way for someone to find what they are looking for, or know what the document is about. To add more hurdles, if a file is dragged and dropped, SharePoint might not even prompt a user to fill in tags and meta details.
The issue is that most users (myself included) can find it onerous to fill this in for each upload, and even if it is filled in, there is no guarantee all your users are using the right tags. This ensures the document is easy to find if you don’t know the exact folder or location. Welcome to the latest SharePoint Champion Tutorial: How to Make Tagging & Searching Easier with MetadataĪs you know, when a user uploads a document in SharePoint, they are presented with a form to fill out to properly name and tag a file.
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