Forum Discussion
Contracting solution - Best way to structure
Hi all, Thanks in advance for taking the time to read my post. I am currently building a contracting solution for my business. The basic setup is a simple library which uses a document set fo...
Thanks for your reply Nicolas, although I am pretty sure your reply was generated using ChatGPT...
- I am already making use of metadata as I mentioned in my first proposed solution
- Similarly I already make use of Content types.
- While using views can help to group by project etc, it by itself does not help me structure the sharepoint site.
It was not, these are the three pillars when structing information within SharePoint 🙂
1. It's not clear what Metadata you're using and how you've structured it. For example Client and Project should be in the Term store
2. Is not defined in your text that you're using content types.
3, What way do you want to structure it then, what do you feel the issues is? as i'm proposing is a flatter structure to make it easier for you to find.
What imposing is using that you make it more flat and use views and metadata to group it and filter. This way is the way SharePoint was designed to be used when it comes to structure and search for information. As having a document library per client makes it hard to manage,
If you have everything as above it should be pretty straight forward for you 🙂
1. It's not clear what Metadata you're using and how you've structured it. For example Client and Project should be in the Term store
2. Is not defined in your text that you're using content types.
3, What way do you want to structure it then, what do you feel the issues is? as i'm proposing is a flatter structure to make it easier for you to find.
What imposing is using that you make it more flat and use views and metadata to group it and filter. This way is the way SharePoint was designed to be used when it comes to structure and search for information. As having a document library per client makes it hard to manage,
If you have everything as above it should be pretty straight forward for you 🙂