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Metadata in SharePoint

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Challenges with metadata in SharePoint

  • Metadata management in SharePoint is limited, cumbersome and error-prone, making it difficult to structure large amounts of information.
  • Limited search and filtering capabilities limit the use of metadata, often leaving its potential untapped.

In SharePoint, metadata management is often perceived as a complicated and limited process. Assigning metadata to documents and files often requires manual input, which is error-prone and time-consuming. In addition, SharePoint offers limited possibilities to use metadata consistently across different documents and folders, making it difficult to structure large amounts of information.

Moreover, SharePoint lacks the ability to intuitively exploit metadata when searching and filtering documents, meaning that the potential of metadata is often not fully exploited.

With SharePoint DMS, we work on our cases in a consistent way
IT manager, large corporate

Efficient metadata management with SharePoint DMS

SharePoint DMS makes the use of metadata simple and powerful by providing an easy-to-use interface for metadata assignment, management and search. SharePoint DMS allows companies to create standardised metadata fields and apply them to documents automatically, ensuring consistency and reducing manual work.

Moreover, SharePoint DMS enables intuitive use of metadata in searches and filters, allowing users to find the right information faster. The system supports automated metadata management, so that metadata is automatically attached to documents based on predefined rules.

Metadata capabilities with SharePoint DMS

  • Standardised metadata management: Automatic application of metadata fields for consistent tagging.
  • Advanced search by metadata: Use metadata to find and filter documents quickly.
  • Automatic metadata assignment: Reduce manual input by automatically assigning metadata.
  • Support for custom metadata fields: Create and manage metadata fields that match your business processes.
  • Linking metadata to workflows: Use metadata to trigger automated workflows.
  • Metadata extraction from documents: Automatic extraction of relevant information from documents to store as metadata.

SharePoint DMS comparison

Without

  • Manual input of metadata
  • Limited metadata search capabilities
  • Difficult to manage metadata centrally
  • No automatic metadata extraction
  • No metadata-based workflows
  • Insufficient structure in large datasets

With

  • Automatic and consistent metadata assignment
  • Advanced search and filter options with metadata
  • Standardised and automated metadata management
  • Automatic metadata extraction from documents
  • Activate workflows based on metadata
  • Bring structure through consistent metadata

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