Categorizing Documents

                 

 
Special Edition Using Microsoft SharePoint Portal Server
By Robert  Ferguson

Table of Contents
Chapter  12.   Creating Categories


After you have completed creating your category hierarchy as documented in the design, and adding documents for your users in the workspace, you can begin assigning categories to the content in your workspace.

For detailed directions on adding documents to your workspace, see "Managing Folders and Documents," p. 255.

Of course, categorizing your existing workspace documents is not absolutely necessary. That is, your end users will be able to start categorizing new content as it is developed and dropped into the workspace. However, we suggest taking the initiative to categorize the documents already assigned to your workspace, so that your users will immediately be able to utilize the functionality that SharePoint Portal provides across all documents in the workspace. Microsoft realized the amount of work potentially required in categorizing existing documents, and gave us two methods of doing so. You must choose the most efficient way to accomplish this objective, choosing between the following:

  • Automatically: Using the Category Assistant

  • Manually: Editing a document's properties (metadata)

These two methods, including pros and cons or each, are discussed next .


                 
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Special Edition Using Microsoft SharePoint Portal Server
Special Edition Using Microsoft SharePoint Portal Server
ISBN: 0789725703
EAN: 2147483647
Year: 2002
Pages: 286

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