Document set in sharepoint 2013

Document set in sharepoint 2013
InfoPath alternatives for form designing SharePoint

In this article have explain how to enable and use document set in sharepoint 2013.

What is document set?

– Document set is a feature introduced in earlier version of sharepoint 2010

– Document set is a content type it will attached to any document libraries

– It will be helpful for grouping of documents from different content types associated with its own metadata.

Also read: Variations in SharePoint 2013 tutorial

How to enable document set in sharepoint 2013?

This feature will be activated manually under sharepoint site collection feature

Open sharepoint site -> Navigate to site settings -> Site administration -> Site collection feature-> Navigate to document set feature -> Click Activate

 Document set in sharepoint 2013

Document set in sharepoint 2013

 

Now am going to create a document library named “Projects”. Navigate to library settings of the project library. Then Click on Advance settings.

Check “Allow management of content type to YES”

 Document set in sharepoint 2016

Document set in sharepoint 2016

 

Click ok

 

Then Navigate to site settings -> Under web designer galleries -> Click Site content types. Here Click on Create.

document-sets-sharepoint-2013-online-tutorial
document-sets-sharepoint-2013-online-tutorial

Provide the title of the content type

Select parent content type into Document set content type

Create a new group

Click Ok

Document set in sharepoint 2013 online
Document set in sharepoint 2013 online

 

After create a content type “Add a new site columns”

Am create these there

– Project Owner
– Project Budget
– Project Status

Select the Content type “Project A”

Provide the default content of the content type May be the document or PPT or XLS or Doc

What is document sets sharepoint 2013 online 1
What is document sets sharepoint 2013 online 1
What-is-document-sets-sharepoint-2013-online-2
What-is-document-sets-sharepoint-2013-online-2

Check all the shared columns you have create already

Add all the welcome page columns

document sets sharepoint 2016
document sets sharepoint 2016

Click Ok

Now navigate to library settings -> Click Add from existing content types

Select Project Test A from group

Now navigate to -> Create new document

document sets sharepoint 2016 tutorial
document sets sharepoint 2016 tutorial

Click Project Test A

Fill all the information

document sets sharepoint 2016 tutorial 1
document sets sharepoint 2016 tutorial 1

Click Save

Now it will be redirected to the Welcome page of your document set

Here you can manage your document with different groups with its own content types

document sets sharepoint 2016 tutorial 2
document sets sharepoint 2016 tutorial 2

Hope this will be helpful.

Similar SharePoint 2013 Tutorials


Leave a Reply