Adding new terms in Managed Metadata column in SharePoint

Dockit enables you to assign term labels to the Managed Metadata (Taxonomy) column during document import. You can specify the required term by using its default term label or synonyms of the term label or full term path of the required term (in case of duplicates) in the metadata file. The term path should be separated with the vertical separator '|' (e.g., "Continent|North America|Country|United States|States|Alaska").

Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file, if the column value exists.

Please read the table below to see how to specify Managed Metadata values in the external metadata file for Dockit import.

Path Country State Description
E:\Documents\Sample Presentation.pptx United States Washington;California;Alaska

Dockit will search the specified term label under the associated term set. Dockit will assign the corresponding ID to the column.

Note: This syntax will be useful when there is no duplicate in the same term set. Otherwise, Dockit will search the term sets and assign the first occurrence of the matching term value.

E:\Documents\Sample Report.pdf Continent|North America|Country|United States Continent|North America|Country|United States|States|Washington;
Continent|North America|Country|United States|States|California; Continent|North America|Country|United States|States|Alaska

If there are duplicates in the same term sets, it is recommended to use Absolute Term Path as stated in this example. Dockit will assign the specified term to the associated column.

You can also specify options to create unavailable terms as part of document import. Dockit checks if the term set is open to creating new terms and then adds the unavailable terms to the exact term hierarchy.