SharePoint Online Document Library Creation
Budget: $25 – $50 USD
I need a SharePoint Online document library that allows anyone in the company to upload a file, answer a brief set of guided questions, and walk away knowing the correct metadata has been assigned automatically. The same metadata should also drive a corresponding “find-it” form, enabling users to retrieve the exact file they need—without having to know its name, location, or folder structure.
Intake Requirements
As soon as a user selects “Upload” or drags a file into the library, an intake form should launch. This form must capture:
Document Type, Author/Creator, and Date of Creation
Manufacturer, Agency, Department, and other tags we will discuss after awarding the project
Additional Notes – A free-text field for extended, searchable context
The metadata derived from these answers must be written directly into SharePoint library columns so that all native filtering, search, and content-type features work out of the box.
File formats will be broad—typical Office files (Word, PDF, Excel), images, and videos, but also CAD formats such as STEP and DXF. All files should reside in one centralized library but remain perfectly organized through metadata—not folders.
Version control and file numbering are a must
Retrieval Experience
On the file discovery side, I envision a clean, user-friendly form—built with Power Apps, the modern SharePoint form framework, or an equivalent tool. Using the same metadata questions, users should be able to filter and instantly surface relevant documents, ideally ranked by relevance.
Acceptance Criteria
Before hand-off, I’ll verify that:
Each intake question reliably writes to a corresponding library column.
A newly uploaded file becomes discoverable via the retrieval form as soon as the workflow completes.
Search functions correctly for all identified file types, including large CAD and media files.
If you’ve implemented similar metadata-driven document solutions using Power Automate, Power Apps, PnP, or equivalent tools, I’m interested in discussing the most efficient and maintainable approach for getting this live—quickly and cleanly.
Intake Requirements
As soon as a user selects “Upload” or drags a file into the library, an intake form should launch. This form must capture:
Document Type, Author/Creator, and Date of Creation
Manufacturer, Agency, Department, and other tags we will discuss after awarding the project
Additional Notes – A free-text field for extended, searchable context
The metadata derived from these answers must be written directly into SharePoint library columns so that all native filtering, search, and content-type features work out of the box.
File formats will be broad—typical Office files (Word, PDF, Excel), images, and videos, but also CAD formats such as STEP and DXF. All files should reside in one centralized library but remain perfectly organized through metadata—not folders.
Version control and file numbering are a must
Retrieval Experience
On the file discovery side, I envision a clean, user-friendly form—built with Power Apps, the modern SharePoint form framework, or an equivalent tool. Using the same metadata questions, users should be able to filter and instantly surface relevant documents, ideally ranked by relevance.
Acceptance Criteria
Before hand-off, I’ll verify that:
Each intake question reliably writes to a corresponding library column.
A newly uploaded file becomes discoverable via the retrieval form as soon as the workflow completes.
Search functions correctly for all identified file types, including large CAD and media files.
If you’ve implemented similar metadata-driven document solutions using Power Automate, Power Apps, PnP, or equivalent tools, I’m interested in discussing the most efficient and maintainable approach for getting this live—quickly and cleanly.
Related categories:
.NET
Data Entry
C# Programming
Sharepoint
Microsoft
Office 365
Power Automate
Microsoft 365