How to benefit from metadata

When you replace your folders with metadata, you will be able to use more of the features of Microsoft 365 in a completely new, and much more efficient way.

When you replace your folders with metadata, you will be able to use more of the features of Microsoft 365 in a completely new, and much more efficient way.

MetaShare’s user-friendly and filter-based navigation makes it easier to find your documents. MetaShare tags your documents with metadata, eliminating the old way of browsing large amounts of folders.

MetaShare enables several ways to intuitively find your documents, but also to efficiently navigate over all documents in your organization. Metadata becomes your search filters. By clicking on the metadata that you have assigned to your documents, you create filters that quickly and automatically help you find the documents you need. If needed, you can also combine metadata filters with traditional document folders.

By replacing folders with metadata, you will:

  • Quickly find documents with easy filtering.
  • Make the search engine in Microsoft 365 / SharePoint more powerful, as you can also refine your search results with metadata.
  • Reduce the number of duplicates, an original with different versions rather than duplicates.
  • Label important documents with appropriate tags so that they can be easily identified.
  • Enable different degrees of automation, such as automatic deletion, archiving and creation of different workflows.

MetaShare automates the work

MetaShare applies homogeneous metadata structures and document management settings in Microsoft 365, giving you full control over your documents.

  • Workspaces do not need to be manually configured, as MetaShare homogeneously applies settings, filters and views across all collaboration spaces in a given configuration.
  • Tags documents automatically based on users’ context. When you upload or create your documents, the unique tagging system makes sure to structure your documents in a clear way right away.
  • Users are forced to fill in mandatory metadata fields when uploading/creating documents, ensuring that the documents comply with your document management policy.
  • Creating documents is easy with MetaShare’s unique “suggested templates” feature where metadata is applied to the document’s creation.

Design your own metadata structure

MetaShare is very flexible and built to fit your organization’s established document structure and vocabulary, components that build your metadata structure. It is easy to switch to MetaShare because users will recognize their current document structure and gradually be able to take advantage of all the new possibilities.