SharePoint: Organize Documents with Folders
SharePoint 365 Spotlight - Organizing Documents (When to Use Folders)
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Course description
Folders versus metadata is a big issue in SharePoint. While metadata is the preferred way to organize files, folders can be useful in certain scenarios. Knowing when to use them for certain file operations is part of being a good SharePoint user and necessary for a good Site Owner. This course starts with the problems that can be caused by folders if good file management practices are not understood. Seven problems are reviewed and explained. Knowing when to create another library instead of a folder is critical so this issue gets special attention. Next, folders and metadata are compared, with the pros and cons of each being examined side by side. Understanding these greatly improves good decision making for Site Owners. Examples of each are detailed and demonstrated. The course then covers functionality that folders have and that metadata does not. Six specific uses are demonstrated. Integration with Teams and OneDrive requires the use of folders so understanding how they interact together is critical. Microsoft continues to enhance integration with other Microsoft products. Finally, best practices are reviewed to clarify issues and instill confidence in SharePoint users who need these data management skills. Techniques are offered to change existing sites that do not conform to best practices.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Spotlight - Organizing Documents (When to Use Folders)
- Work confidently with the core tools and features
- Build toward beginner-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
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Preview
Related courses
SharePoint 365 - Creating and Working with Libraries
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
SharePoint 365 - Configuring Permissions and Site Navigation
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