O365: Boost document findability with autotagging (September 1, 2020)

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O365: Boost document findability with autotagging (September 1, 2020)


The following steps assume that you have Sharepoint Online/Office 365 and a library that contains at least dozens of documents or scanned documents (pdf or image formats). If you are familiar with certain configuration aspects of Sharepoint then you will need 30 minutes to go them through in your tenant. If you require assistance then we are happy to help!

1. Create a termset with your document types

  1. Open the termstore manager (from the site settings)
  2. Create a new termset, named "document types"
  3. Create a term for each document type that you keep in your document library, e.g. inquiry, invoice, sales order, resume
Create termset.png

What's next?

  • Add refiners for the document language like: english, french, german, spanisch
    • The Easy Tagging App has a built-in predictor that detects the language that is used in documents. You can simply use that predictor in a tagger to tag all your documents with the language. Similar to the steps in section 3 you would simply create another refiner that allows users to restrict their search results to certain languages.
  • Add refiners for important words:
    • The Easy Tagging App is able to identify important words from documents and store them in the termstore as a new termset. If you let the tagger tag your documents with them, then your users can use them to filter their search results.

Questions?

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