Applying Metadata to a Page or Document

Description

Apply metadata to a SharePoint page or document in your SharePoint document library. 

Environment

Web browser on a Windows PC, Mac, or Chromebook.

Procedure 

Pages: Adding Metadata from Page Editing Screen

If you are creating or editing a page, you can add metadata from the page view. 

  • If you are not already in editing mode, select Edit in the top right menu of your page.
  • Select page details (gear icon) in the top menu.
  • In the right menu pane, under properties, select your desired metadata from the drop-down menu.

  • In the top menu, select save as draft or publish/republish (if your page is ready to go live).

Outcome: Your metadata has been added to the page. 

  • Note: 
    • You may be prompted to enter certain term sets if a site owner has required them. 
    • For your documents in your SharePoint document library, metadata cannot be added from the editing screen. You will need to go to your document library to add the metadata (see next section). 

Pages and Documents: Adding Metadata from Library View

You can add metadata to pages/documents from your SharePoint document library and page library. With this method, you can add metadata to multiple pages/documents at the same time. 

Adding Metadata to One Page/Document

  1. Navigate to your SharePoint site.
  2. From the top navigation of your SharePoint site:
    1. Select Site Pages to view your page library.

    2. Select Document Library to view your document library.

  3. Locate the page/document that you'd like to label.
  4. Select the ellipses (…) to the right of the page/document title.
  5. Select more > properties and apply your desired metadata from the drop-down menu. 

Adding Metadata to Multiple Pages/Documents

  1. Navigate to your SharePoint site.
  2. From the top navigation of your SharePoint site:
    1. Select Site Pages to view your page library.
    2. Select Document Library to view your document library.
  3. From the list view, select the blank space to the left of the page/document's title. A check mark will appear.
  4. Select all your desired pages/documents.
    • Note: You can also drag your cursor to select multiple pages/documents. 
  5. Select the ellipses (…) to the right of one of the page/document's titles.
  6. Select properties > and apply your desired term from the drop-down menu.
  7. Select save in the right editing pane.  

Outcome: Your metadata has been added your document(s)/page(s).

Get Help From OIT

Visit Shared Digital Workspaces: Microsoft Groups to Create a Ticket.

Additional Resources

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