How to Organize Files in SharePoint | Find Files Quickly with SharePoint Document Storage Lists

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Published 2021-08-11
SharePoint doesn't just replicate your organization’s old server, it provides an opportunity to restructure how your company stores and organizes documents. With intentional planning, you can set up your SharePoint experience proactively to make file storage cleaner, easier to navigate, and more secure.

During this session with Mytech Partners, explore the fundamental differences between SharePoint and traditional file servers. You'll also learn to:

-How to organize files and structure your SharePoint document library
-Build and organize an intuitive file structure in SharePoint to amplify your organization’s work
-Filter to search an entire file library quickly and easily
-Use metadata to avoid endless redundant subfolders

For more information, visit: mytech.com/microsoft365-consulting/

Additional Resources:
blog.mytech.com/migrating-your-file-server-to-shar…

All Comments (21)
  • @CharliewatII
    Based on the tens of thousands of videos over multiple years of people trying to explain Teams vs Shareponit features, should be a sign to Microsoft.
  • Thanks for sharing. It's hard to rethink and think out of the box, when working with files and folder structures for decades.
  • @fbifido2
    What if our users never ever use any of Microsoft web apps. only the desktop apps?
  • excellent presentation and I like the way you explain it all !
  • @slashfear
    very very very very great information. So well organized and unique to what is typically available. Thank you.
  • @frankturner1859
    Wow! I have been intrenched in learning how to use SharePoint for my small company and although I learn something from each tutorial I review, yours finally made some sense to me. I was able to set up a test document library. We are a 3rd party management company that manages Senior Living Communities. And we have sets of docs (P&P, Forms, Best Practices, Agreements, HR, etc...for our core company but customizable to each client to recognize and acknowledge their differences. Your video was so helpful...thank you. I sat tonight and actually set up some documents with the metadata system and it makes so much sense. Do you folks offer any consulting outside of your region? We would certainly be interested in getting some guidance from you to avoid the bumps I am sure we will run into that you have already faced and resolved. I need to learn more about permissions? Either way, I am grateful that I found your video. Thank you.
  • Good video. Thanks for sharing. And, Traction is a great book!
  • @esthercraft
    What is simple way for MS Teams Owner set up this views to find similair documents from multiple Document Libraries under the same MS Teams Sharepoint. Eg; Reports which is kept in different Document Libraries, as seperate document libraries for different department and each of them has their own reports. I want to pull out all files tag reports across the multiple Document Libraries under same MS Teams Sharepoint
  • @csatola
    Great video. Thanks for publishing it! It gave me some ideas as we consider rolling out SharePoint document libraries.
  • @carlosg218
    Great information! What happens with company template when the owner of the sharepoint site leave the company?
  • How would you perform a free form search of pdf, word, or text files to find a particular string? Thanks 😊
  • @TimSmith714
    That is really helpful, many thanks for sharing
  • @lgarvey2001
    We have document libraries and want to track usage but I was told that you can't get usage data with the document ID user downloaded. I find that very odd. They are telling is to join on file name. If the file changes, all the historical data means nothing. CAN you get the document ID into the usage data? I want to know when they downloaded the documents
  • @famkis8680
    Yeah, meradata/tag-based file organization is smooth, but what if your file server contains half a million files organized in 100.000 folders? There's no way to assign whatever tags you might come up with to all those files. So what do you do, other than just moving everything as is over to SharePoint?
  • @JohnQ85
    My columns added are not showing up in the Filter button, what may cause?
  • Can different columns be assigned to multiple folders under 1 main folder in a document library?
  • @JessieS
    Possibility to upload this in 1080? Really tough to see. Thanks!
  • What is your suggestion for uploading folders that are up to 2GB in size?