Top Solutions to Copy Files with Metadata Tags in SharePoint

When you're working with files in SharePoint, it's crucial to keep all the extra information, like tags, with them. This helps to keep things organized and makes it easier to find what you need. Luckily, SharePoint has tools to copy files while keeping all those tags intact. Whether you're moving files around in the same place or sending them elsewhere, it's helpful to know how to do this properly. In this article, we'll walk you through how to copy files with metadata tags in SharePoint, so you can keep everything organized and easy to find, no matter where your files end up.

Why Move Files with Metadata Tags in SharePoint?

• Metadata ensures file details like creation date, author, and keywords endure accurately.
• Metadata enriches search accuracy, aiding users in quickly finding relevant documents.
• Copying files with metadata intact upholds the original organization, simplifying navigation for users.
• Metadata retention meets compliance standards, ensuring legal and regulatory obligations are fulfilled.
• Metadata preservation maintains file consistency, preventing the loss of crucial information during copying.
• Metadata aids workflows and automation, enabling actions based on specific attributes seamlessly.
• Metadata holds valuable insights, supporting knowledge retention, and ensuring important information isn't lost.

What are the Metatags & their Types in SharePoint?

In SharePoint, metadata plays a crucial role in organizing and categorizing content. Metadata consists of descriptive information about a document or item, such as its title, author, keywords, and more. Moreover, in SharePoint, metadata can be managed through various features, including metadata columns, content types, and managed metadata.

• Metadata Columns: Custom fields in lists/libraries capturing item-specific information like text, date, and choice.
• Content Types: Reusable metadata collections defining item properties, ensuring standardization across content.
• Managed Metadata: Hierarchical term structures standardizing metadata, aiding consistent content tagging and organization.
• Keywords: Individual terms enhancing searchability, manually or automatically associated with documents.
• Tags: Descriptive labels aiding content categorization, facilitating searching, filtering, and collaboration.
• Term Store: Central repository managing metadata terms, sets, and groups, ensuring consistency across SharePoint environments.

Also read: Copy Document Library from One Site to Another

How to Copy Files with Metadata Tags in SharePoint Manually?

Step 1. Run the SharePoint service.

Step 2. Navigate to your documents for the transferring procedure.

Step 3. Select the data & right-click.?

Step 4. Click on any option whether Move to or Copy to.

Step 5. Lastly, choose the target location & click on Move here or Copy here.?

#Method 2. Copy/Move Files with Metadata Tags in SharePoint Via PowerShell

#Connect to SharePoint Using cmdlets?

Connect-PnPOnline -Url of the site collection?

#copy the SharePoint file with metadata tags?

Copy-PnPFile -Path "Source Data" -TargetFolder "Target data" -Force?

#Move the SharePoint file?

Move-PnPFile -Path "Source File" -TargetFolder "Target file" -Force

Hassle-Free Way to Copy Files with Metadata Tags in SharePoint

The SysTools SharePoint Migration Tool will bypass any hurdle associated with the transferring data task. This solution is effortless to operate thanks to its self-explanatory UI. It offers various features to make the transition a breeze like delta migration(moving freshly arrived data), date filter( transferring specific data), user mapping option( for perfect transition), etc. Plus, to acquire this solution you don’t have to pay anything because its trial version is free. With which you can see its reliability & efficiency. After the demo version period is over you can buy its full version to gain access to its entire features.?

Working Instructions to Proceed with the Moving Operation

Step 1. Open the solution on your device & choose Office 365 as both source & target location.?

Step 2. Afterward, select the Sites option under the workload selection & apply date filters if needed.

Step 3. Now, provide the Admin credentials for both source & target platforms.

Step 4. Next, you will see the three options available for mapping: Fetch sites, Import sites & Download Template.

Step 5. Finally, initiate the transition by clicking on the Start Migration button.?

Bring it All Together

Transferring the metadata tags in SharePoint is not a straightforward task with manual methods & users are facing many hurdles during the operation. Therefore, we made this guide to help users to copy files with metadata tags in SharePoint hassle-free with an effective solution & instructions. However, here you can explore both manual & automated solutions, but still, it is suggested to opt for the specified smart solution to ensure a flawless transition.?