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Do it yourself

Introducing MetaShare is easy. In practice, the introduction of MetaShare means going from a folder structure to a metadata structure and that documents are tagged with metadata instead of being saved in different folders.

It may sound difficult but it goes quickly and smoothly. The time required from start to start working in MetaShare is usually 1 to 3 weeks.

1. Choice of workspaces

Prior to the introduction of MetaShare, the organization needs to make decisions about which surfaces to create. Factors that govern the choice of workspaces are, for example, requirements for authorization control.

2. Choice of structure

Each workspace then needs a structure. This is based on the organization’s choice of metadata fields / tags, which filters the documents should be marked with, which columns should be displayed, etc. MetaShare is configured based on these choices. Then the creation of the surface takes place.

3. Moving documents

It’s easy to move documents from a file server or from SharePoint sites to one or more document surfaces in MetaShare. First you mark which documents are to be migrated, then a gradual transfer takes place.

4. Training

Along with the introduction of MetaShare, user training is recommended for a review of functions and the selected structure.