Tuesday at 11am join Trevor and Roland, as they will be discussing using MetaData for document management best practices for OnePractice.
In this session, we will examine OnePractice utilizing Metadata for document management your staff can start manage documents into SharePoint by document type or matters. What is Metadata, Metadata is information about information. For example, a book’s title and author is metadata. Metadata can be many kinds of information — a location, a date, or a catalogue item number. When you use SharePoint, you can manage the metadata centrally. You can organize the metadata in a way that makes sense in your business and use the metadata to make it easier to find what you want.
We will discuss a taxonomy, which is a formal classification system. We examine best practice for a taxonomy, groups the words, labels, and terms that describe something, and then arranges the groups into a hierarchy. A folksonomy is also an option but this an informal classification system. It is evolves gradually as web site users collaborate on words, labels, and terms on a site.
Managing metadata effectively requires careful thought and planning. Topics include the kind of information that you want to manage the content of lists and libraries, and think about the way that the information is used in the organization. We will show you how to create metadata terms for your practice to group different information.
OnePractice supports only caters for certain type of metadata fields these are Text, Choice, Boolean and DateTime – all others will be ignored. Latest software updates will be enforcing these rules.
You can join the meeting here: Join Skype Meeting
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Download one here: You Don’t Know what you Don’t Know Webcast
The You Don’t Know what you don’t know webcast series aims to demystify technology in the cloud by taking 25 minutes to expose some of the awesome things you can do with new technology. Feedback from these sessions has been incredible with attendees getting value every time they attend.You Don’t Know what you Don’t Know Webcast
These sessions are presented by Trevor Schoenmaekers, the first accountant to implement Xero in his firm, winning Proactive Accountant of the year and Roland Leggat, HubOne’s CTO and Microsoft’s former Office 365 evangelist.
These sessions have no sales content, are totally free to attend and just deliver value.