Updating the fiscal / academic year column on your SharePoint site to default to the new year

Below is a step by step guide on how to update your document library to automatically select the latest fiscal year when uploading new documents to your SharePoint site, these same steps can be followed to update the academic year as well. 

Start by going to your SharePoint site

Open your document library by selecting "Documents" on the left hand menu;

Go to your Library Settings by selecting the Library ribbon tab at the top of the page;

Scroll down until you see the "Fiscal Year" column and click on it;


Scroll down the page until you see the different choices;

Add a new line below the ongoing option;

Add the new fiscal year, "2019-2020";

In the Default value option, update the fiscal year to the current one you've just added;

Once this is done, select OK and all documents added from now on will have the new fiscal year attached to them. 


Article ID: 740
Fri 3/29/19 10:49 AM
Wed 4/15/20 10:41 AM