Forum Discussion
VerneUngohe
Jun 04, 2024Copper Contributor
Tracking system for submission packages
As part of my job, I am required to assemble document packages and submit them to a governmental regulatory agency. I am trying to develop a system to track the submissions and to save the relevant ...
Josh_Wickes
Jun 04, 2024Brass Contributor
You could use a combination of the two. Use the list for your tracking data and use a hyperlink or look up column to refer to the documents within a library. It may also be worth utilising metadata rather than a folder structure that can improve searchability and you can create custom views for your files. You could use the metadata as the look up column to add each file to your tracking item. Happy to discuss my thoughts in more detail
VerneUngohe
Jun 04, 2024Copper Contributor
These are interesting ideas. Please provide me with more detail. I am very new to creating sites with Lists or with SharePoint, so I would be grateful for as much information as you can provide. Josh_Wickes