Forum Discussion
uploading pdf files to modern library
I've created modern library where scanned version of documents will be kept in pdf format. And now, how do I create a form to upload pdf files with some additional data (metadata). Just clicking 'Upl...
There are a couple OOTB solutions that I can think of, but of course it depends on how many files we're talking about and how much metadata, and how they are being stored.
- If you have simple metadata, you can leverage folders, and then apply default metadata tagging on the folder in the library settings so anything uploaded into that folder gets the metadata automatically applied
- You can write a workflow to use conditional logic to tag files
- You could just do the manual bulk upload, then either go to bulk edit and set the metadata en masse, or combine that with exporting to Excel, set it all then copy and paste back. You could create a view with no folders just showing all files to aid in that.
You should also consider a file-naming scheme as well, considering search word breakers (I think underscores are best, no spaces) in the Name, and setting the Title column. Hopefully you have thought through what site, library, folder structure you need, security, etc.
Also be sure to test the uploaded files as I had a client that was doing the same, and SharePoint wouldnt render a preview nor open, it gave an error and forced a download. The client changed the scan properties from PDF to PDF/A and it fixed it, allowed previews to work fine.