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Bulk Edit SharePoint Metadata in a Few Clicks

Miguel Bernard
WRITTEN BY MIGUEL BERNARD
Bulk Edit SharePoint Metadata in a Few Clicks
Since the publication of this article, Sharegate has updated and unified the migration interface of its Desktop Tool. The following screenshots may no longer be accurate, we are working on updating them.

SharePoint is an awesome platform to store documents and collaborate on them, no doubt there. But as the volume of content increases, it gets harder and harder to find what you're looking for. The best way to keep everything accessible is to add metadata to your files. The only thing is... If users did not add this metadata to the files as they created them, you'll have to go through every single document to do so.

Don't you wish you could bulk edit all your SharePoint documents at once? Save hours... Nay! Days of dreadful work in a few simple steps?

Introducing Sharegate's Metadata bulk editor. In just a few clicks, a user can assign new metadata values to thousands of documents without having to manually edit every document properties individually in SharePoint. It also allows users to massively assign new content types to documents or list items.

Bulk tagging is also a typical scenario for a user who wants to quickly start using the taxonomy capabilities in SharePoint 2010 and up. With Sharegate, a user can massively apply managed metadata tags to SharePoint documents and list items.

Bulk edit SharePoint metadata with Sharegate

Converting multiple columns into one column

This is an epic feature. Using a simple drag-and-drop, you can convert multiple columns into one. For example, if you have 3 lookup columns in SharePoint and you want to merge all these columns into a single managed metadata column while migrating to a more recent SharePoint version, you can easily do it with Sharegate.

To do so, go to the property mapper. Destination columns with the ‘multiple values’ option will allow you to set multiple columns from the source. It also works in the Bulk metadata editor tool.

Map Multiple SharePoint columns to a single column

Approval status and moderation in SharePoint

Sharegate allows users to preserve or specify the approval status while migrating SharePoint documents or list items. It’s also possible to massively approve or reject content using the Bulk metadata editor.

SharePoint Approval Status

Mapping indicators in the property template

Users can visualize in a instant if the destination properties are correctly mapped to the source properties.

SharePoint mapped column indicator

In this example, we can see that 'Title' is mapped correctly, but 'Related employee', 'Signed date' and 'RelatedTags' are not. It means that these columns won't be filled since they don't refer to anything.

There's no reason you should waste time and edit all those files manually (at least that's what we think). If you're looking for a way to bulk edit SharePoint metadata, here's the simplest one.

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