Develop a strategy for site columns.
- [Instructor] In this video, let's look to see…how we might decide which of those columns…that we need to track within our documentation.…Personally, I like to use an Excel Workbook…to plan out my information architecture in a matrix format.…Let's look to see how that might come together.…As I'm working on my matrix, I like to split my screen…and put the document on the left hand side…and the matrix on the right.…Looking at the catering agreement,…you can see that there's some fields…that obviously lend themselves…so you can fill in the blanks.…These could become columns.…
Keep in mind, not every field within your document…needs to become a column in your SharePoint site…and that's probably not the best idea anyway.…But getting an inventory…of all of the fields in your document…gives you an idea of what are common…between the other documents in your document sets.…But by creating an inventory, you're going to get an idea…of what common fields you have between your documents.…So go ahead and list them all to begin with.…
AuthorShari L Oswald
- Why automate your documents?
- Planning your templates
- Creating a template library
- Working with content types
- Setting up the template library
- Building document libraries
- Creating and customizing document sets
- Adding a document to a library
Skill Level Advanced
SharePoint: Compliance Managementwith Tiffany Songvilay1h 25m Intermediate
SharePoint for Enterprise: Create Web Surveyswith Gini von Courter52m 28s Intermediate
SharePoint for Enterprise: Data Managementwith Phil Gold1h 45m Intermediate
2. Working with Site Columns
3. Working with Content Types
4. Setting Up the Template Library
5. Building Your Document Libraries
Creating a library1m 3s
6. Working with Document Sets
7. Adding Documents to a Library
Next steps1m 25s
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