How to configure MetaShare

Before configuring MetaShare you should set up your information structure (metadata fields, metadata values, mandatory/optional fields, etc.), using these SharePoint components:

  1. Define your 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 by:

  1. Creating and configuring workspace configurations
  2. Creating and defining document templates
  3. Creating workspaces
  4. Creating a customized search results page
  5. Migrating your documents