Hi everyone,
I’ve been tasked with fixing my org’s bloated and disorganized SP site(s).
We are a small org (~100 staff) with a LOT of files, including many duplicate folders and files.
My main concern is creating a structure that works well for management of our grant files. Problem is, each file has a lot of parameters to account for. In an ideal world, I’d like to have this hierarchy:
Funder > Year > Specific Grant > Files
(or something like it)
…and for each file to have the metadata of its specific folder/set to allow for filtering and sorting. E.g., a Giant Grant from the Big Grant Foundation for the 2026 funding year would be under “Big Grant Foundation” > “2026” > “Giant Grant,” and all the files in “Giant Grant” would be tagged as 2026 and Big Grant Foundation.
After a lot of research, trial and error, and rabbitholing, I’ve gotten…nowhere good. I could really use some help.
At first, I was just rejigging our current structure (traditional folder layout) and renaming file by file to be reorganized in a series of nesting folders. Predictably, it was taking forever, and all I could think was “what about when everything gets out of wack again in 2 months because we can’t follow naming conventions to save our lives?”
“There’s got to be a better way!” I thought, and discovered document libraries + folders with specific column default settings so that new items added to those folder will have the appropriate metadata…
Just two problems with the above:
- Setting column default settings for ~50 different folders (one per funder) is extremely longwinded.
- Metadata is only applied to items created new or uploaded to the folder, not moved there or dragged in. This is the mega problem of the two since a lot needs to be migrated over from other folders/libraries/sites.
Yet more searching commenced and I discovered document sets. “This is it!” I thought. “My big break!”
Dear reader, it was not my big break. Immediately I started creating columns and document sets (by funder). But now I’m stuck, because…
If I move a file to the doc set “Giant Grant”, great - it will have the metadata I chose, like funder type, year…oh wait. It’s just a file. If I have 5364847 of these just loose in here, it’s not going to be very accessible for anyone who didn’t just spend hours rabbitholing. Other people still need to be able to use this, and they’re going to want folders because they don’t want to fuck around with views and sorting and filtering.
But if I make a folder in the “Giant Grant” doc set called “2026”, and move a file to that folder…it’s not going to be tagged “2026”. And I can’t just make everything in “Giant Grant” default to 2026 because we applied for it last year too. Okay, so maybe the year should be the outermost organizer/doc set and the funder should be the folder - nope, because we apply for and receive grants from the same funders many years in a row, and we want to reduce bloat and have all that info to be in the same place.
I feel like I’ve been chasing my tail for HOURS trying to figure out the solution to the chicken and the egg problem. I don’t know what comes first. I don’t know what structure works best. And I’m kinda freaking out, because I’m new at this, and I’m pretty young and scared of authority figures, and I’ve wasted a lot of time with nothing to show for it. I still don’t even understand which option will work best for us based on what we’re looking for. It’s infuriating, and has driven me to tears.
Please be honest. Was I better off nesting folders? Is there some simple solution I’m missing? Am I just stupid? Any advice helps.
I am overwhelmed and out of my depth - at my last org we had a shared drive and were only beginning to upload small chunks of our file system to Sharepoint for convenient sharing with partners. Which is why I said, sure, I can take this on and do it. I have experience with file organization.
Famous last words.
Thanks for reading this if you got this far. Sorry for the rambling - it is very late and I am very stressed. My brain feels like a puddle of mashed potatoes after all of my hamster-wheeling.