Office 365 is almost the same as SharePoint 2013 so my SharePoint 2013 Training directly applies to it.
For this demonstration, I’ll be using my Office 365 account. This is important because it allows us to add the metadata columns as Word quick parts. The first step is to have a SharePoint library that you want to use with the appropriate columns that you want linked to your document. There are a few steps involved in getting it setup with a small change in how individuals operate to get this to work smoothly. Unfortunately, this ability to link information within a document to metadata outside the document (but still inside SharePoint) is not intuitive or automatic. One of the wonderful tools that comes from using SharePoint as more than a file store is being able to add SharePoint metadata to Word documents.
It just requires a little push in the right direction and a little knowledge on what CAN be done.
“Why would you want to use SharePoint for storing documents? We’ve always used file shares and it works just fine.” Why indeed? The simplest answer is that there is so much more that SharePoint CAN do.
