How to configure MetaShare

Before configuring MetaShare you should set up your information structure in SharePoint/Office 365:

  1. Define your managed metadata values (MetaShare’s taxonomy).
  2. Define MetaShare’s documents metadata (SharePoint’s site columns, site content types and the content type hub).

Watch the following video to get a quick introduction on how to create and manage your taxonomy in MetaShare.

Once your information structure is set up you can start configuring MetaShare. These are the steps:

  1. Apply general MetaShare settings
  2. Create and configure workspace configurations
  3. Create workspaces
  4. Configure MetaShare’s start page
  5. Optional: define which date fields to monitor
  6. Migrate your documents