Beginner's Guide to Using Metadata in SharePoint Document Libraries

In this episode, we dive into the world of metadata in SharePoint document libraries. Daniel explains how metadata can be used to organize documents effectively, making it easier to find and manage them.

Daniel starts by defining metadata in a simple and relatable way, using examples like library cards. He then demonstrates how to create custom metadata columns in a SharePoint document library, such as functions, document types, review dates, document owners, and document statuses.

Throughout the episode, Daniel shows how to upload documents, set metadata for each document, create views based on metadata filters, and group documents for better organization. By the end of the tutorial, viewers will have a solid understanding of how to leverage metadata to streamline document management in SharePoint.

Don't miss out on this informative guide to mastering metadata in SharePoint document libraries! Watch now and level up your document organization game.

Timestamps

00:00:00 - Introduction to SharePoint Document Management
00:05:30 - Creating Custom Metadata Columns
00:09:10 - Uploading and Setting Metadata on Documents
00:11:34 - Creating Views in Document Library
00:14:44 - Grouping and Organizing Documents by Metadata