Appilo comes with a beautiful collection of modern, easily importable, and highly customizable demo layouts.
It gives you various features to create your taxonomy in collaboration with business stakeholders. The Taxonomy app allows you to create your file retention schedule, link it to the file plan, and import it into the Microsoft 365 compliance center. The Taxonomy app is integrated with the SharePoint term store where, with a single click, you can publish your file plan as managed metadata.
Don’t start from scratch, format your taxonomy using a provided template and import it to the App.
Users have different roles to access and work with the taxonomy... Regular users (access to the site, but no role within the app) can see the published version of the file planReviewer: can see draft versions of the file plan and can comment, can share links via emailEditor: can edit draft versions and can submitApprover can edit submitted versions, publish, un-publish, initiate a new version of the file plan (file plan already published), publish to the term store.Admin, can assign roles and archive/un-archive file plan
Allows to capture comments from different stakeholders. Enables sharing of file plan via email ...Reviewer role enables business stakeholders to provide their input on the file classification plan before it is final
With Taxonomy you can export to excel, work offline and import back to the app
View previous version, restore as the current version, purge versions
The taxonomy goes through a ...review process before it is published where different stakeholders contribute to the process.
The most significant benefit of creating a taxonomy is increased search relevance. Finding a specific document in your SharePoint content repository could be challenging if you have hundreds of thousands with similar content.
Taxonomy App enables an effective and efficient governance of your taxonomy.
The Taxonomy app's role-based access allows you to bring different types of collaborators into the game with different access rights.
You can export the file classification plan (taxonomy) to Excel, work on it offline, and import it back into the app.
Streamline business processes for creating, reviewing and approving taxonomy for SharePoint.
The Taxonomy application relies on the multiple layers of security provided by the out-of-the-box M365 capabilities. With single sign-on, users don't have to log in more than once.
Taxonomy has a bilingual interface (English and French) and allows you to build and publish your taxonomy in two different languages. (Additional languages can be added upon request).
Taxonomy enhances SharePoint for better Enterprise file classification management & intelligence
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All your data is stored in the SharePoint site where the Taxonomy Webparts are installed.
Taxonomy role based access allows you to share and control access to the file plan, the following are the various access roles:
Reader: anyone who has access to the SharePoint Site can access the file plan in read only mode, he/she can only see Published versions of the file plan.
Reviewer: Assigned through the Admin Webpart, anyone with this role, in addition to what the reader can do, he/she can view and comment on the different elements of a Draft version of the File Plan.
Editor: Assigned through the Admin Webpart, anyone with this role, in addition to what the reviewer can do, he/she can add, delete and edit the different elements of the Draft version of the File Plan, and can submit a file plan for approval.
Approver: Assigned through the Admin Webpart, anyone with this role, in addition to what the editor can do, he/she can create a new File Plan or add a new version to an existing one, can publish/unpublish the File Plan, and can delete a File Plan.
Administrator: Assigned through the Admin Webpart, anyone with this role can manage the access right to the application.
Yes, Taxonomy allows you to import your organization’s file plan from excel.
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