If you rely on humans to manage metadata … some will get missed.<\/h2>\n
Humans aren’t as good as an automated process. If you can tag your policies in an automated fashion this will be accurate and save time!<\/p>\n
__CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\n
Which document version<\/strong> is being read the most<\/strong>?<\/span><\/h3>\n Find out how<\/span><\/span> <\/a> <\/p>\nSo, how do you set this up ?<\/h2>\n
The following steps give you a very quick overview on how to configure the default column values feature in SharePoint.<\/p>\n
If you are using content types within your document library, make sure you have added it to the list. My content type is called ‘PolicyOrProcedure’ and is extremely simple, as it contains two columns. The first is \u2018Policy Department\u2019 to store the department owning the policy. Secondly, I created \u2018Project code\u2019 which is an internal project code linking to the larger project that created the policy. These are purely for illustration and it\u2019s likely that your own content type will be far richer.<\/p>\n
![\"content-type\"](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/content-type.png\")
<\/a><\/p>\nI have also added the content type to my ‘policies’ document library :<\/p>\n
![\"list-content-types\"](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/list-content-types.png\")
<\/a><\/p>\nFrom your list settings screen click the \u2018Column default value settings\u2019 menu item :<\/p>\n
![\"column-default-value-settings\"](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/column-default-value-settings.png\")
<\/a><\/p>\nThis will load the ‘Change Default Column Values’ screen. On the left hand side you will see the folders in your document library. Clicking them will allow you set \u2018defaults\u2019 at that level. By default, the default values will be inherited from the parent folder but can also be overridden at any sub folder level.<\/p>\n
![\"main-screen\"](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/main-screen.png\")
<\/a><\/p>\nNow, finally go and add a document into different folders and you will see that the default values get set based on where you save it to. Magic!<\/p>\n
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How to target and track your SharePoint content<\/h3>\n
DocRead has been helping our customers target and track their Policies, Procedures and any other SharePoint content for over 12 years.<\/p>\n
find out how<\/span><\/span> <\/a> <\/p>\nYou may also like:<\/h2>\n
February 10, 2022 <\/span><\/p>\nHow to find out who has completed a SharePoint Survey<\/a><\/span><\/h2>\nHow to find out who has completed a SharePoint SurveyIf you would like to …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nDecember 13, 2021 <\/span><\/p>\nCreating a SharePoint Audience for New Employees<\/a><\/span><\/h2>\nHow to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nDecember 8, 2021 <\/span><\/p>\nPolicy and Procedures : Using SharePoint Search to find policies quickly<\/a><\/span><\/h2>\nPolicy and Procedures : Using SharePoint Search to find policies quicklyThis post is part …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nDecember 1, 2021 <\/span><\/p>\nSharePoint Survey Permissions Explained<\/a><\/span><\/h2>\nSharePoint Survey Permissions ExplainedSharePoint Permissions can be complex at the best of times. After …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nNovember 27, 2021 <\/span><\/p>\nHow to set default column values on a document in SharePoint<\/a><\/span><\/h2>\nHow to set default column values on a document in SharePointIf you haven\u2019t heard …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nNovember 12, 2021 <\/span><\/p>\n5 Reasons to use SharePoint for Standard Operating Procedure (SOP) Management<\/a><\/span><\/h2>\n5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to …<\/a><\/p>\n
So, how do you set this up ?<\/h2>\n
The following steps give you a very quick overview on how to configure the default column values feature in SharePoint.<\/p>\n
If you are using content types within your document library, make sure you have added it to the list. My content type is called ‘PolicyOrProcedure’ and is extremely simple, as it contains two columns. The first is \u2018Policy Department\u2019 to store the department owning the policy. Secondly, I created \u2018Project code\u2019 which is an internal project code linking to the larger project that created the policy. These are purely for illustration and it\u2019s likely that your own content type will be far richer.<\/p>\n
I have also added the content type to my ‘policies’ document library :<\/p>\n From your list settings screen click the \u2018Column default value settings\u2019 menu item :<\/p>\n This will load the ‘Change Default Column Values’ screen. On the left hand side you will see the folders in your document library. Clicking them will allow you set \u2018defaults\u2019 at that level. By default, the default values will be inherited from the parent folder but can also be overridden at any sub folder level.<\/p>\n Now, finally go and add a document into different folders and you will see that the default values get set based on where you save it to. Magic!<\/p>\n __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“4882e”:{“name”:”Main Accent”,”parent”:-1},”aac4b”:{“name”:”Accent Transparent”,”parent”:”4882e”}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“4882e”:{“val”:”rgb(97, 162, 3)”,”hsl”:{“h”:84,”s”:0.9636,”l”:0.3235,”a”:1}},”aac4b”:{“val”:”rgba(97, 160, 3, 0.4)”,”hsl_parent_dependency”:{“h”:84,”l”:0.32,”s”:0.96}}},”gradients”:[]},”original”:{“colors”:{“4882e”:{“val”:”rgb(32, 205, 166)”,”hsl”:{“h”:166,”s”:0.72,”l”:0.46,”a”:1}},”aac4b”:{“val”:”rgba(32, 205, 166, 0.4)”,”hsl_parent_dependency”:{“h”:166,”s”:0.72,”l”:0.46,”a”:0.4}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\n DocRead has been helping our customers target and track their Policies, Procedures and any other SharePoint content for over 12 years.<\/p>\n find out how<\/span><\/span> <\/a> <\/p>\n February 10, 2022 <\/span><\/p>\n How to find out who has completed a SharePoint SurveyIf you would like to …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n December 13, 2021 <\/span><\/p>\n How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n December 8, 2021 <\/span><\/p>\n Policy and Procedures : Using SharePoint Search to find policies quicklyThis post is part …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n December 1, 2021 <\/span><\/p>\n SharePoint Survey Permissions ExplainedSharePoint Permissions can be complex at the best of times. After …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n November 27, 2021 <\/span><\/p>\n How to set default column values on a document in SharePointIf you haven\u2019t heard …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n November 12, 2021 <\/span><\/p>\n 5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to …<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\nHow to target and track your SharePoint content<\/h3>\n
You may also like:<\/h2>\n
How to find out who has completed a SharePoint Survey<\/a><\/span><\/h2>\n
Creating a SharePoint Audience for New Employees<\/a><\/span><\/h2>\n
Policy and Procedures : Using SharePoint Search to find policies quickly<\/a><\/span><\/h2>\n
SharePoint Survey Permissions Explained<\/a><\/span><\/h2>\n
How to set default column values on a document in SharePoint<\/a><\/span><\/h2>\n
5 Reasons to use SharePoint for Standard Operating Procedure (SOP) Management<\/a><\/span><\/h2>\n