Creating a Document Set

Document Sets are a great way to put together complex ‘documents’ which are in essence a combination of multiple different individual documents.  One example of this is a Health & Safety Handbook which might contain Word documents, photographs and spreadsheets.  The Document Set is like a Folder on steroids and provides a lot of additional functionality such as shared metadata, a customisable Welcome Page, default documents, version capture, workflows and portability (in that the entire Document Set can be Downloaded ot sent to the Records Centre as one item).

Note that a Document Set is a Content Type.

To Create a Document Set.

  1. First check that the Feature is enabled at the Site Collection.
  2. Go Into Site Content Types and click Create
    Name: Test Doc Set
    Parent Content Type from: Document Set Content Types
    Parent Content Type: Document Set
    Save it to an Existing Group or create a new one
  3. You will be presented with the Site Content Type Information page
  4. Add some New Columns or Add from Existing Site Columns
  5. Go to your Document Library that you want to use this on
  6. Click on Library Tab under Library Tools (in the Ribbon) and click on Library Settings
  7. Click on Advanced Settings, select the Allow Management of Content Types? Radio button then click OK
  8. Under Content Types click Add from Existing Site Content Types
  9. Locate the Content Type created above and click Add, then OK.
  10. Go back to the Documents Tab under Library Tools on the Ribbon.
  11. Click on New Document and you will see the new Content Type on the dropdown list.
  12. Give the Document Set a name and complete Index Fields as required
  13. You will now be shown the Document Set – you can view and edit the properties
  14. Click on the Document Set tab on the Ribbon and you will notice the various activities that you can perform against the Document Set
  15. If you click on the Documents Tab under Library Tools you can create new documents in the Document Set or upload documents.

About rearcardoor

Chairman and founder of ImageFast Ltd, a leading UK ECM consultancy business and Microsoft Gold Partner. Over 20 years experience delivering successful ECM projects utilising scanning, data capture, document management, records management, workflow, BPM and SharePoint.
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