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

2. Sr. Collaboration Engineer Trainer Father of 2 Cycling, Hiking, Hockey, Most anything outdoors

4. 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

5. Document Management Components Metadata Document Libraries Content Types Document Sets

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

7. Document Libraries Libraries store your documents Create columns to capture metadata Use Views to present organized structure – Sort – Filter – Group Permissions

8. 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

9. Document Template Content Types Demo

10. 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

11. Document Sets Demo

12. Q&A adam@sharepointexperts.org @JABurden http://spcycle.blogspot.com