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.
- First check that the Feature is enabled at the Site Collection.
- 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
- You will be presented with the Site Content Type Information page
- Add some New Columns or Add from Existing Site Columns
- Go to your Document Library that you want to use this on
- Click on Library Tab under Library Tools (in the Ribbon) and click on Library Settings
- Click on Advanced Settings, select the Allow Management of Content Types? Radio button then click OK
- Under Content Types click Add from Existing Site Content Types
- Locate the Content Type created above and click Add, then OK.
- Go back to the Documents Tab under Library Tools on the Ribbon.
- Click on New Document and you will see the new Content Type on the dropdown list.
- Give the Document Set a name and complete Index Fields as required
- You will now be shown the Document Set – you can view and edit the properties
- Click on the Document Set tab on the Ribbon and you will notice the various activities that you can perform against the Document Set
- If you click on the Documents Tab under Library Tools you can create new documents in the Document Set or upload documents.