Forum Discussion
Contract Management + permissions via MetaData
Hi TORFS_BE,
For the permissions, create a folder for each department and use that to set the unique permissions. That may seem counterintuitive for a library heavy with metadata, but it's the most efficient way to set permissions at a bulk level, and you can hide the folders SharePoint Online: How to Hide Folders in Document Library and Show All Files? - SharePoint Diary. I suggest having two views: the default that hides folders and is grouped by your main metadata columns and one that is a 'content publishing' view that allows users to place files into the correct folder and thus apply the proper permissions. And if you add subfolders, you could also take advantage of auto-tagging.
The most visible and intuitive way to get your reminder dates set is to create Calculated columns / time-date type format and have the columns calculated Expiry Date - 90 days, Expiry Date - 30 days, etc. How to add days to date in SharePoint calculated column? [5 examples] - SharePoint Dot Net
Create a scheduled Power Automate flow that runs daily or weekly depending on preference. Connect it to your Library, use the 'Get Items' action and connect it to your Library, add a Condition that looks at the Reminder (calculated) columns where that date is equal to or lesser than utcNow() - for the utcNow() be sure to use the expression builder rather than just typing the text into the condition. A Guide to Power Automate Dates & Times - FlowJoe.io
Hope that helps.