Metadata and search
Files are tagged by client, type, status and year, so search finds the right one first, whoever saved it.
- CarlSearch “Henderson contract”.
- Paige61 results.
- CarlWhich one is signed?
How it works.
- 01Agree the tags
A short list, in your words: client, project, document type, status, year.
- 02Tag what you have
Much of it comes from the file names and folders you already use.
- 03Search that ranks
Filters by tag, so the signed contract is the first result.
- 04Keep it tagged
New files pick up their tags from where they are saved.
Paste a messy file name. See the tags it already carries.
Sample data. Nothing you enter leaves this page.
What the work looks like.
Tags from content and file names, applied in the move.
Open the sample Case study · client unnamedAn energy company gets its documents in order.Some forty SharePoint sites and about 46,000 untagged files became a planned structure, document control for engineering, and one search across every site.
Read the case study Field NotesYour file names already know where things go.Project numbers, revisions, dates and document types are already in most names and paths. Read them during the move, and nobody has to tag 400,000 files by hand.
Read the noteWhat people ask.
Will people have to tag every file by hand?
No. Most tags come from where a file is saved or from its name. People pick a tag only when it matters.
Does this help AI too?
Yes. Tagged, current files are what AI tools answer from best.
Plan your move.
Thirty minutes on a call. We tell you how we would start. Not sure yet? The Scan is free.