The New Doc Libs UX: Navigation That Actually Helps Work Happen Discoverability cuts meetings. Fewer clicks reduce errors. Obvious context prevents “Where did my files go?” drama. You don’t need more storage; you need a surface that shows intent. What’s new (and why it matters):
- Enhanced breadcrumbs: hop across folders and libraries without losing state. No more six-level backtracks.
- View switcher + filter pills: visible filters end blame games. Hover to see what’s applied; clear in one click.
- Options hub: Views, Filters, Formatting, Grid edit—one place. Less scavenger hunt, more work.
- Layout controls: Compact/List/Autofit; sort by Reading Time; group by Category. Decision accelerators, not cosmetics.
- Board view (Kanban light): lanes like New → Needs Review → Reviewed → Ready with a card designer (thumbnail, abstract, rating). Drag to advance.
Make views stick:
- Use the “Unsaved changes” cue. Name views that teach behavior (Reviewed & Ready, not Steve’s View).
- Publish defaults intentionally (team view vs personal sandbox).
- Pro move: filter pills + conditional formatting → e.g., pill = Category=Research; rows with Reviewed glow purple.
Reality check: Views organize output; the real war is input. Control the front door or your beautiful views decay. Fixing Input: Forms for Doc Libs = The Adoption Lever If intake is messy, your views rot and filters lie. Forms make adding files idiot-proof (by design). Design a form people will actually use:
- Brand it (logo/theme). Write prompts like a human.
- Require only human decisions (Owner, Status, maybe Sensitivity).
Everything inferable → leave to Autofill. - Add branching: show Marketing fields to Marketing, Finance fields to Finance.
- Turn on notifications with useful subject lines (Category + Status).
Flow that works:
- Submissions land in a Responses folder (safe buffer).
- Daily triage: open New Submissions, skim with pills, Quick Step → Move to Root, set Status.
Adoption-killing mistake: too many required fields (“Title, Abstract, Category, Sub-category, three dates…”).
Fix (single switch): enable Column Autofill for Abstract, Category, Reading Time—then trim the form to Owner/Status (branch rest). External intake not ready? Use Request Files + a small Power Automate to apply defaults and kick Autofill. Track roadmap; don’t duct-tape forever. Column Autofill: Stop Typing Metadata—Let the Files Tell You Manual metadata kills systems. Autofill reads content and writes consistent values—no begging. What to automate first:
- Reading Time (e.g., 250 wpm → return integer)
- Abstract (1 sentence, ≤25 words, no colons)
- Category (choose exactly one from a fixed list)
- Invoice fields (Invoice #, Vendor, Due Date in ISO)
Write prompts like policy:
- Be prescriptive: format + constraints (integer, ISO date, one-of labels).
- Calibrate on 10 files (short/long/messy/pristine), tweak, then scale.
Operate like adults:
- Watch the Autofill activity panel (queued/in-progress/failed).
- Re-run after edits; bulk-clear/adjust prompts if needed.
- Don’t duplicate human fields—if Autofill writes Abstract, don’t ask users for it.
Immediate payoff:
- Reviewed & Ready sorted by Reading Time → quick wins first.
- By Category finally means something (labels are consistent).
- Copilot gets smarter because metadata is sane.
Copilot Inside Doc Libs: From File Pile to Answers-on-Demand Reading everything is not a job. Deciding fast is. Do these on day one:
- Compare Files: select suspects → get deltas/themes. Kill dupes, merge, or archive with confidence.
- Generate summaries/abstracts: ask for a punchy hook + 3-line synopsis with audience and action. Paste best line into Abstract...