Document Library Structure & Metadata Decision Toolkit
Take the guesswork out of SharePoint library planning with this practical decision-making toolkit. Whether you're cleaning up a chaotic document library or starting fresh, this resource helps you confidently decide when to use folders, metadata, or both. Designed for end users, consultants, and admins alike, this toolkit simplifies the planning process so you can create SharePoint libraries that scale with your needs.
Clear decision charts to guide your folder vs. metadata choices.
A ready-to-use table outlining where and how to create metadata.
Pre-built examples for HR, Finance, Projects and more.
About the Digital Download
This toolkit brings together years of hands-on SharePoint experience into a practical guide you can use immediately. Whether you’re supporting a small team or an entire department, the decision charts and metadata tables help you plan with clarity and purpose. It’s perfect for onboarding new users, documenting governance decisions, or running SharePoint workshops.
Ready to Clean Up Your SharePoint Libraries?
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