How do you categorize documents in SharePoint?
These are the categorization methods we suggest.
- Use folders.
- Create multiple document libraries.
- Create columns..
- Sort and filter columns.
- Rate files in document libraries.
- Tag documents with Enterprise Keywords.
- Required Column Values.
- Default column values.
How do I order a document library in SharePoint?
To set up a sort, follow these steps:
- Select the Library tab, and then select Create view.
- On the create or edit a view page, scroll down to Sort.
- Select Show the items in ascending order or Show the items in descending order.
- Scroll to the top or bottom of the page and select OK.
How do I sort documents in document library?
On the document library page, point to the name of the column that you want to sort by and click the down arrow next to the column name. Click one of the two sort options at the top of the menu list to sort the items in the document library.
How to create a custom view of a document library?
If so, see Create a view. On the heading bar of the document library page, click + or + Add column. Click Show/hide columns at the bottom of the list. In the Edit view columns pane, select a column from the list and either drag and drop or use the up or down arrows to change the order in which the columns will appear.
How to view document library in web part?
The actions taken in the web part do not affect the underlying library, and are viewable for the current session only. Click the down arrow next to the title of the column you want to sort, filter, or group. Select the action you want to take. If you want a custom view of your library to appear on your page, create the view.
How to filter items in a document library?
Click Filter by and then select the value that you want to use to filter the items in Filter by panel. Only items that match the value you’ve chosen will then show up in the list. You can also click Open the filter pane .