Forum Discussion
Graham Rollerson
Oct 07, 2018Copper Contributor
Identifying files associated with a contract
Hi all
O365 has some great security and compliance features that allow global searching or data.
However in my organisation we are very contract based. we have over 200 contracts with cu...
Oct 07, 2018
I would say look into document sets. So you can keep documents together. But I’m not 100% sure they have really updated that for modern UI just yet.
You can use a central document library repository for your documents with metadata for a column with the contractID would work too but having people put everything there is the hurdle. You can link to that library from all your teams by using The website tab on each channel until the native file tab in teams supports SharePoint and metadata.
You can use a central document library repository for your documents with metadata for a column with the contractID would work too but having people put everything there is the hurdle. You can link to that library from all your teams by using The website tab on each channel until the native file tab in teams supports SharePoint and metadata.
Oct 08, 2018
What Chris said, also optimize search for this so you can search for contract ID for example. Also good to set refiners for search..For example you can get a refiner for Project ID
/ Adam