sharepoint document library organization

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SharePoint Document Library Organization Made Simple Josh Noble Author: Pro SharePoint 2010 Search [email protected] joshnoble @SurfRay www.surfray.com

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This webinar, hosted by Josh Noble, teaches simple ways to customize the look and feel of SharePoint document libraries. Josh shows you how to create views with custom columns, create views with filters, and create views with grouping in standard SharePoint. He also demonstrates how to add and customize document previews with Ontolica Library Preview.

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Page 1: SharePoint Document Library Organization

SharePoint Document Library Organization Made Simple

Josh NobleAuthor: Pro SharePoint 2010 Search

[email protected]@SurfRay www.surfray.com

Page 2: SharePoint Document Library Organization

SharePoint Document Library Organization Made Simple

Agenda• Creating a document library• Adding documents• Adding columns to an existing view• Collecting metadata in useful ways• Creating a new view with filters• Creating a new view with grouping• Adding document previews to views with

Ontolica Library Preview• Q&A

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Page 3: SharePoint Document Library Organization

Create a Document Library

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Page 4: SharePoint Document Library Organization

Upload Documents

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Page 5: SharePoint Document Library Organization

Create Columns

Ontolica Preview Column

Custom Columns

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Create Column

Modify View

Page 6: SharePoint Document Library Organization

Metadata Collection

Choice Column Drop-down

Choice Column Radio Buttons

Free Text

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Required Field

Page 7: SharePoint Document Library Organization

Modify Views

Column Position from Left

Displayed Columns

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View Name

Page 8: SharePoint Document Library Organization

Ontolica Library Preview

• Fully integrated with SharePoint 2007 & 2010 Document Libraries

• Instant first-page previews • InDocument Search and Zoom• Full-document previews generated in real-

time• Support for over 500 document formats• No layout changes require to integrate• Smart phone and tablet compatible • No client installs

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Page 9: SharePoint Document Library Organization

Library Preview

Relevant Pages

Query Highlighting

InDocument Search

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Page 10: SharePoint Document Library Organization

Additional Resources

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Our SharePoint Search Video Webinars:http://surfray.com/resources/webcasts.html

Mikael Svenson – Tech and Mehttp://techmikael.blogspot.com/

Enterprise Search Blog - New Idea Engineering http://www.enterprisesearchblog.com/

Michal Pisarek – SharePoint Analyst HQhttp://www.sharepointanalysthq.com/

Mattew McDermott’s Blog http://www.ableblue.com/blog/

ProSharePointSearch.comhttp://www.prosharepointsearch.com/

http://surfray.com/resources/webcasts.html

http://surfray.com/resources/webcasts.html

http://techmikael.blogspot.com/

http://techmikael.blogspot.com/

http://www.enterprisesearchblog.com/

http://www.enterprisesearchblog.com/

http://www.sharepointanalysthq.com/

http://www.ableblue.com/blog/

http://www.ableblue.com/blog/

http://www.prosharepointsearch.com/

Page 11: SharePoint Document Library Organization

Q/A & Contact Details

www.surfray.com

Josh NobleAuthor: Pro SharePoint 2010 Search

[email protected]@SurfRay

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