Require key metadata
Define required SharePoint columns so documents cannot bypass essential project information.
SharePoint metadata and naming policies
Make SharePoint metadata policies enforceable, not optional.
Protect uses one standard JSON Schema to guide property entry and publish equivalent native SharePoint validation for document libraries.
Why Protect
One policy for assisted entry and native enforcement.
Separate rules drift. Protect keeps the policy used to fill selected file properties aligned with the validation SharePoint applies on every edit. A preview explains how each rule will be enforced before anything is published.
Control accepted values
Use choices, formats, patterns, and related-column rules to improve metadata consistency.
Enforce naming rules
Express file naming relationships from SharePoint column values in the same governed policy.
Reject weaker fallbacks
Preview native enforcement and stop unsupported rules instead of silently publishing an approximation.
How it works
Publish a SharePoint metadata policy
Model
Describe required properties, accepted values, formats, and naming relationships in standard JSON Schema.
Preview
Review how Protect maps each rule to SharePoint list or column validation.
Publish
Save the policy and its equivalent native validation only when the complete rule set is supported.
Apply
Use Fill properties for selected files while SharePoint continues enforcing the same policy on later edits.
Frequently asked questions
SharePoint metadata management questions
Can SharePoint require metadata before a file is saved?
Yes. Protect can publish supported required-field and value rules as native SharePoint validation for the document library.
Can one policy control metadata and file naming?
Yes. The JSON Schema can relate SharePoint column values to a naming structure, subject to the supported native validation mapping shown in the preview.
What happens when a rule cannot be enforced natively?
Protect rejects unsupported rules instead of publishing a weaker approximation, so administrators can revise the policy deliberately.