SharePoint Enterprise Document Management – Using Content Types and Document Sets 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