O365: Boost document findability with tags (September 1, 2020)
O365: Boost document findability with tags (September 1, 2020)
Finding documents in Sharepoint online/Office 365 can be tedious. If you want to restrict your search to certain document types (like: reports, inquiries, CVs, sales orders, invoices) you either end up with too many irrelevant search hits (like: the search term "order" returns a lot of CVs) or relevant documents don't show up because the search term is not included (like "bill" instead of "invoice"). If you rely on Sharepoint's fulltext search capabilities then your users will be frustrated and spend too much time finding the right documents.
You can provide your users with a better search experience if you use search refiners. Users can further refine their search result by clicking on the refiner values, e.g. to retrieve "sales orders" or "invoices", only. Before you are able to create meaningful search refiners, you have to arrange for a couple of pre-requisites. We will guide you through the process in the following.
Frustrating search experience without meaningful refiners:
Entering the search term "order" returns a lot of irrelevant documents (e.g. a CV) and even misses some sales order documents.