Classify Documents in the Library Using Managed Metadata

Modified on Sat, 18 Feb 2023 at 11:37 AM

Managed metadata allows you to consistently classify content across SharePoint sites.

After creating a site column using the required term set from the Term Store, the steps below allows you to create a library column using the site column and to apply the right classification to your documents.

1.  Return to the Document Library you wish to classify the information.

The Document Library page is displayed.

2.  Click  icon.

The Settings dropdown list is displayed.

3.  Click Library settings.

The Library settings pane is displayed.

4.  Click More library settings.

The Library settings page is displayed.

5.  Click Add from existing site column.

The Settings > Add Columns from Site Columns page is displayed.

6.  Select the site column you wish to add.  The newly created column will be listed in the column list. 

The warning dialog is displayed.

7.  Click OK.

The column settings page is displayed.

8.  Click Document Library where you wish to classify the data.

The column to classify the document is added.

9.  Select the document you wish to classify the information and click the  icon.

The settings dropdown list is displayed.

10.  Click the Document Classification >  icon.

The Document Classification pane is displayed.

11.  Select the tag for document classification.

12.  Click Apply.

The column is classified based on the tag chosen.

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