Summary and planning document
In this chapter, we’ve explored multiple ways to provide metadata values to documents that reside in SharePoint. List and libraries can have these columns defined just for themselves or we can leverage site columns and content types to work consistently across libraries and/or sites. Adding a document template and placeholders allows us to connect a starter document to a content type so that we can template both the contents and where the metadata connects within the file. The Managed Metadata service exists to provide those columns a list of consistent values to keep our metadata usable and up to date across sites in the tenant.
We explored SharePoint Syntex and Viva Topics as tools that allow us to remove the burden of manual application of metadata values and replace this with automatic extraction of that content within the document or generate tags from commonly used keywords. Finally, we found that metadata can also be used to apply retention...
