Capturing Metadata with MacroView DMF 

This is Part 4 in the series Managing Documents with SharePoint 2010 and Office 2010 - MacroView DMF Adds Value in 10 Ways. For the full text of this article, click here.

The ability to capture and use metadata is a key to effective document management. SharePoint 2010 has significantly improved capabilities in relation to metadata, in particular support for Managed Metadata columns based on hierarchical Term Sets. These allow organizations to satisfy a common document management need, namely the classification and retrieval of documents using a hierarchical taxonomy. Key Filters and Metadata Navigation in SharePoint 2010 enable dynamic grouping of documents that is similar to the "virtual folders" in a traditional DM system.

MacroView DMF™ provides excellent support for these new Managed Metadata column types, both when saving documents to SharePoint 2010 and when navigating the SharePoint 2010 document store. With DMF, the user experience when capturing metadata is consistent across Outlook, Word, Excel, PowerPoint, Adobe Reader/Acrobat and Windows.

Other ways in which MacroView DMF™ v7 adds value in the area of metadata handling include:

  • Automatic capture of metadata when saving Outlook emails
  • User-level default values of metadata columns (“Office should default to "New York" when I am saving...”
  • More intuitive user interface for Business Data column types.
 
Posted on 23-Feb-11 by James Hoare
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Tags: 10 Ways, Metadata management, Document management, DMF
 
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