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Eat My Cake? SharePoint Search Folders
I want to keep all my business documents in relevant folders (e.g. proposals, invoices etc) but I also want client-based folders (e.g. client A, client B etc). I absolutely refuse to duplicate files ...
- For what you are describing, you may just be able to use "regular" folders. You can propagate metadata using Column default value settings so that solves (1) and for (2), the answer is yes. You can use Content Types if each document has different properties or just add a column called Document Type if they all share the same properties (i.e. Client Name). When you create a folder for each Client Name, set a default in Library settings. This seems a lot simpler than using document sets. I would consider document sets if I have a library of JUST proposals so I can keep all the files associated with a proposal together and have a standard "set up" for each proposal set. But, for what you are describing, I would first try using a Folder per client AND a Site Column that you add to the library for Client Name.
Right then ... best get crackin'!! 🙂
I too miss that document properties bar!
I definitely do intent to use the bidirectional metadata features, I actually use metadata within the content of my documents e.g. "This contract is between <client> and ..." and also want to search/filter document libraries using that very same metadata i.e. up and down. I'm hoping to 'send across' data from my CRM when the Document Set, and its constituent documents, are created. I hope also to be using automatically incremented variables to represent document IDs e.g. Proposal ID: P102767, Contract ID C44678 etc., using Zapier/Flow. AUTOMATE EVERYTHING!! A mantra I hold dear! 🙂
Never heard of Syntex - gonna be looking that up. Compound documents ... so much to learn 🙂
Seriously, guys, thanks so much for all your input. Not been here long but mightily impressed so far 😎
I too miss that document properties bar!
I definitely do intent to use the bidirectional metadata features, I actually use metadata within the content of my documents e.g. "This contract is between <client> and ..." and also want to search/filter document libraries using that very same metadata i.e. up and down. I'm hoping to 'send across' data from my CRM when the Document Set, and its constituent documents, are created. I hope also to be using automatically incremented variables to represent document IDs e.g. Proposal ID: P102767, Contract ID C44678 etc., using Zapier/Flow. AUTOMATE EVERYTHING!! A mantra I hold dear! 🙂
Never heard of Syntex - gonna be looking that up. Compound documents ... so much to learn 🙂
Seriously, guys, thanks so much for all your input. Not been here long but mightily impressed so far 😎
- This network is an outstanding place to chat with a wide variety of people, many experts share their knowledge and there is not any drama.
