Document sets are essentially metadata-enabled folders, ideal for standardizing and bundling documents in a predefined folder structure, allowing people to manage their related assets as a single entity. Imagine HR onboarding a bunch of new hires. On their first day, HR creates a record for each person, then shares the item with the respective new … Continue reading SharePoint Online: Document Sets | Default Folders Only
SharePoint Metadata
SharePoint Online: Understanding | Document Sets
Likely an oversimplification, but document sets are essentially collections of files and folders bundled together with shared metadata. A holdover from earlier versions of SharePoint Server, document sets aren't enabled by default in SharePoint Online [SPO], but can be enabled as a feature at the site collection level: Figure 1 - SharePoint Online site collection … Continue reading SharePoint Online: Understanding | Document Sets
SharePoint: What If… Metadata?
Metadata is baked into SharePoint. Even so, many people use SharePoint just for document storage and never explore metadata. But without metadata, SharePoint isn't living up to its full potential. What is metadata? Why is metadata important? For simplicity, think of metadata as "document tagging"/ "document categorization". With the documents tagged, search gets leveled up. … Continue reading SharePoint: What If… Metadata?