So I thought I was a good IT person, recently getting Office 365 I am wrong...
So here is the plan. To start going paperless and move our file cabinet files to SharePoint. We are a firm of 22 people and they are all Middle aged or older and they do not like change. I did what I thought was a lot of research (first mistake) then we bought Microsoft Office 365 E3 plan. We had many discussions on folder setup to be more organized and this is what we came up with.
Financial Statements 2018 Permanent File Contracts Loan Agreements Square Footage Work papers Budgets 2018 Monthly 2018 Jan Feb Mar Year End 2018
(there are more files but for time sake here is the jist)
So my first plan was to have it all on One Drive... WRONG not everyone can see One Drive even though it says it's a company One Drive. So SharePoint it is.
My first plan was to set up Libraries for all the clients. I was going to use the One Drive sync so they can still see it on File Explorer to make them happy. Then I realized two things. To sync I would have to go to every computer and Sync each library. So force them to go online, but there is no way to search for a library. We have 50+ clients. The other thing I realized is I am going to have to manually type all these folders. But someone told me this was more secure so I thought I should go this route.
Another option I have is one library with all the clients as folders. This avoids my sync issue, but is it as secure. I have researched the meta data and I just don't think that's going to work. Yes I could force them but they are all Women (no offence I am also a woman) stuck in their ways.
Is it more secure to go with a Library instead of all folders in a library? Is this the best route for us? Is there and easier way to setup all these folders? I have researched for days with no luck. Should I be setting all this up through SharePoint online or through the SharePoint Designer I installed yesterday?
Sorry for the long post I am so overwhelmed I don't even know what to do. And google searches are so contradicting! And they was ALL of this implemented before 12/31/19...