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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
