SharePoint Document Library Organization

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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.

Technologie Formation

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

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
www.surfray.com

Create a Document Library

www.surfray.com

Create Columns
Modify View

Create Column

Custom Columns

Ontolica Preview Column www.surfray.com

Metadata Collection
Required Field Free Text

Choice Column
Radio Buttons

Choice Column www.surfray.com
Drop-down

Modify Views
View Name

Displayed Columns

Column Position from Left www.surfray.com

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
www.surfray.com

Library Preview
InDocument Search

Query Highlighting

Relevant Pages
www.surfray.com

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

Mikael Svenson – Tech and Me
http://techmikael.blogspot.com/

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

Michal Pisarek – SharePoint Analyst HQ
http://www.sharepointanalysthq.com/

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

ProSharePointSearch.com www.surfray.com
http://www.prosharepointsearch.com/

Q/A & Contact Details

Josh Noble
Author: Pro SharePoint 2010 Search
jno@surfray.com
joshnoble
@SurfRay

www.surfray.com

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SharePoint Document Library Organization

1. SharePoint Document Library Organization Made Simple Josh Noble Author: Pro SharePoint 2010 Search jno@surfray.com joshnoble @SurfRay www.surfray.com

2. 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 www.surfray.com

3. Create a Document Library www.surfray.com

4. Upload Documents www.surfray.com

5. Create Columns Modify View Create Column Custom Columns Ontolica Preview Column www.surfray.com

6. Metadata Collection Required Field Free Text Choice Column Radio Buttons Choice Column www.surfray.com Drop-down

7. Modify Views View Name Displayed Columns Column Position from Left www.surfray.com

8. 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 www.surfray.com

9. Library Preview InDocument Search Query Highlighting Relevant Pages www.surfray.com

10. Additional Resources Our SharePoint Search Video Webinars: http://surfray.com/resources/webcasts.html Mikael Svenson – Tech and Me http://techmikael.blogspot.com/ Enterprise Search Blog - New Idea Engineering http://www.enterprisesearchblog.com/ Michal Pisarek – SharePoint Analyst HQ http://www.sharepointanalysthq.com/ Mattew McDermott’s Blog http://www.ableblue.com/blog/ ProSharePointSearch.com www.surfray.com http://www.prosharepointsearch.com/

11. Q/A & Contact Details Josh Noble Author: Pro SharePoint 2010 Search jno@surfray.com joshnoble @SurfRay www.surfray.com