SharePoint Enterprise Document Management – Using Content Types and Document Sets Adam Burden.

SharePoint Enterprise Document Management – Using Content Types and Document SetsAdam Burden

Adam Burden

• Sr. Collaboration Engineer• Trainer• Father of 2• Cycling, Hiking, Hockey,

Most anything outdoors

What’s Wrong With Folders?• Folder structures are

not searchable• Documents can only be

in one folder at a time• Folder structures can

become confusing over time

Document Management Components

• Metadata• Document Libraries• Content Types• Document Sets

Metadata• Metadata is data about your data• SharePoint uses Columns within libraries• Some Default Columns– Created By– Created – Modified By– Modified Date

Document Libraries

• Libraries store your documents• Create columns to capture metadata• Use Views to present organized structure– Sort– Filter– Group

• Permissions

Content Types

• Reusable collection of metadata, workflow, behavior, and other settings for a category of items or documents.

• Allows you to manage the settings for a category of information in a centralized, reusable way

Document Template Content Types Demo

Document Sets

• A Document Set is a group of related documents that can be created in one step and then managed as a single entity.

• Document Sets are a content type

Document Sets Demo

Q&A

• [email protected]• @JABurden• http://spcycle.blogspot.com