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Implementing MetaShare is easy. In practice, implementing MetaShare means transitioning from a folder structure to a metadata structure and tagging documents with metadata instead of saving them in different folders.

It may sound difficult, but the process is quick and smooth. It usually takes 1 to 3 weeks from start to finish before you can begin working in MetaShare.

1. Selection of Surfaces

Prior to the implementation of MetaShare, the organization needs to decide which workspaces to create. Factors that influence the choice of workspaces include, for example, access control requirements.


2. Choice of Structure

Each workspace then needs a structure. This is based on the organization’s choice of metadata fields/tags, which filters/columns to display, etc. MetaShare is configured based on these choices. Workspaces are then created.


3. Moving Documents

It’s easy to move documents from a file server or SharePoint sites to one or more document areas in MetaShare. First, you select the documents to be migrated, and then they are transferred in stages.


4. Education

In connection with the implementation of MetaShare, we recommend user training to review the features and the chosen structure.

Common Requirements When Implementing MetaShare

Migration

Migrating documents to SharePoint improves work and content quality, but requires careful planning, preparation and follow-up.

Smooth document migration to SharePoint requires the use of a migration tool. A key aspect is ensuring that all document properties—such as author, modification date, and creation date—are preserved.

Our expertise and migration tools can help you do this seamlessly. Contact us to learn more about how we can support your document migration to SharePoint.

Integrations

MetaShare can be integrated in several different ways. The integration is carried out using standard methods and APIs from Microsoft to enable various types of integrations

  1. Metadata Integration
  2. CRM system or business system
  3. Process Automation
  4. Intranet Integration
  5. etc.

If you need or would like more information, please contact Ways, the company behind MetaShare.