How to easy tagging bulk documents in SharePoint Online

If you need to label multiple documents in SharePoint Online, there are several methods to do it efficiently. In a video by SharePoint Maven Inc, the presenter outlines how to quickly add tags to various files, which can streamline the tedious task of filling out metadata fields.

 

 

The process begins with the basics of tagging a single file. This is done by selecting the file's checkbox, then clicking "i" in a circle and selecting the appropriate metadata tag. The changes will save automatically without needing to hit a separate "Save" button.

For those who have many files to tag, Bulk Edit can be a savior. After uploading multiple files to a SharePoint document library, select them, click “i” in a circle, and then add your metadata tags. Unlike the single file method, Bulk Edit requires you to save your changes by clicking the "Save" button.

Another powerful option presented is using Grid View, the presenter's preferred feature. By clicking the "Edit in Grid View" button, you can enter an editing mode similar to working with a spreadsheet in Excel. It allows for dragging tags from one cell to another, making mass edits simpler.

To save your changes in Grid View, remember to exit the grid view mode. If you make a mistake, you can use the Undo button to correct it easily. However, Grid View isn't available when documents are grouped by a column, so to utilize this feature, you'll need a non-grouped view.

General Overview of Document Tagging in SharePoint

Document tagging in SharePoint is essential for organizing and managing content. Proper tagging ensures file discoverability and efficient metadata management. Whether it's tagging a single document or utilizing the Bulk Edit and Grid View options, SharePoint Online offers versatile tools to update metadata in batches, ultimately enhancing productivity and data retrieval. Ami Diamond [MVP] emphasizes these methods to help users quickly navigate the process, demonstrating SharePoint's capability to handle document libraries at scale. These features highlight SharePoint's strength in content management and collaboration, catering to businesses' needs for systematic file organization.

Effective Document Tagging in SharePoint Online

Tagging documents in SharePoint Online can be performed rapidly using several methods. This video guide provides a how-to on efficiently applying tags to multiple files within SharePoint. Removing the manual aspect of metadata tagging, these techniques are essential for expedited document management.

Before diving into multiple file tagging, it's important to know how to tag a single file in SharePoint Online. Select your desired file by clicking the checkbox next to it, then click the "i" in a circle, and finally, assign an appropriate tag. This process is straightforward as changes are automatically saved without needing a "Save" button.

For tagging multiple documents at once, SharePoint Online offers a Bulk Edit option. After uploading several files to your document library, simply select the files you wish to tag, hit the "i" in a circle, and enter the tags. Once you're done, remember to hit the Save button to apply these tags to all selected documents.

Another efficient method is using the Grid View feature. This feature feels similar to working with a spreadsheet, like Excel, and allows for quick metadata editing across numerous documents. Activate it by clicking the Edit in Grid View button, make your changes, and then exit the grid view to save.

• When using Grid View, an Undo button is available to reverse any mistakes quickly.
• If the Edit in Grid View option isn't visible, it may be due to grouping documents by a specific column. For access, ensure you are in a non-grouped view mode.

These SharePoint Online tagging strategies are efficient and user-friendly, benefiting individuals managing extensive document libraries. Learn these methods to improve your SharePoint document tagging process.

Understanding SharePoint Document Management

SharePoint Online provides a robust platform for document management, enabling organizations to track, manage, and store documents while ensuring consistent metadata usage across files. It's an integral tool for collaboration, document retention, and retrieval, accommodating a vast amount of data across various file types. Effective tagging creates an organized workspace that simplifies searching and classifies information, enhancing the overall document management efficiency. By mastering tagging techniques, users can ensure a more productive and streamlined approach to managing their documents within SharePoint Online.