SharePoint Library Schema
Editable SharePoint library schema and approval matrix. Not a Microsoft template. Payment stays outside.
Download the SharePoint library schema
The SharePoint Library Schema and Approval Matrix is an editable workbook for one intake library. It is not a Microsoft template, not an e-sign kit, and not a payment control pack.
SharePoint holds the library, metadata, identity, versions, and the controlled record. Power Automate orchestrates. AI Builder or Azure Document Intelligence extracts.
What you get
- An editable workbook covering the layer boundary, decision record, content types, column dictionary, business Status and ModerationStatus, roles, views, naming and version rules, duplicate keys, Power Automate and IDP handoff maps, exception taxonomy, retention questions, seven fictional cases, rollout, and proof gates
- CSV companions for columns, statuses, roles, exceptions, and cases
- Seven Cedar & Quay library-control cases. They do not measure OCR
Anonymous approval is rejected. High-confidence extraction does not auto-release. Payment and supplier bank-detail changes stay outside. Retention labels are questions, not a compliance certificate.
How to start
- Open the workbook ReadMe sheet.
- Fill DecisionRecord.
- Walk Case01 through Case07.
- Read the paired guide: SharePoint Document Processing.
If the library purpose, named approvers, or the draft destination are still unclear, start with an AI Success Audit. If they are named, book a fit call to scope an AI Automation Systems build.