9 Comments

  1. I am also using Sharegate for bulk editing of content types and their associated metadata. How would you do this for document imported from a file share? Do we need two steps – first bulk upload then bulk editing – or is there a faster way?

    Reply
    • @Christophe:

      It’s sort of two steps, but not as onerous as you think.

      First you use the Import to SharePoint option and point to your source and destination. Next you Export to Excel. The export will contain all the files in your source file share (or hard drive). You can make your metadata edits there, most often incorporating folder names into the metadata columns. Finally, you Import from Excel. That uses the data in the Excel file to import the files with the metadata you’ve set.

      This works really well in the times I’ve tried it.

      M.

      Reply
  2. Haven’t used this tool but I dealt with Content Types. Can’t you use Quick Edit in a Library or List to do the same bulk editing?

    Reply
    • @Rose:

      Unfortunately, no. Content Type is one of the columns which cannot be edited in the Quick Edit or older Datasheet views. It makes sense, but it makes this sort of exercise harder.

      M.

      Reply
      • You say “older datasheet views”, how old is that? I have been trying to find a way to select the content type in a datasheet view in sharepoint 2013 and seem to hit dead ends. some recommend removing required fields, not using “link to” fields, and others have recommended datasheet views for each content type, etc. None of those combinations seems to work, though I need the ability to have the content type selectable from a datasheet view. Is that possible in 2013? Need I just hit on the right combination of settings to make this happen?

        Reply
  3. Thank you for this. I’ve taken your session at SPTech Con. We can’t get our people away from their beloved folders and share drives. It is especially daunting to them when we meet and talk about content types and adding meta data to your documents. This tool would make the transition so much easier for them.

    Reply
    • @Michelle:

      It can definitely be daunting to switch from a shared folder mentality to a content management one. Let me know if a demo of Sharegate would be helpful for you. We’re partners with them and love the tools.

      M.

      Reply

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