Document sets in SharePoint 2013/2016/Online

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This tutorial explains, what is document sets? How to enable and use the document set in SharePoint 2013? How to use document sets in SharePoint 2013?

What is a document set in SharePoint 2013?

  • The document set is a feature introduced in an earlier version of SharePoint 2010.
  • The document set is a content type it will be attached to any document libraries.
  • It will be helpful for grouping of documents from different content types associated with its own metadata.

How to enable document set in SharePoint 2013?

This feature will be activated manually under the sharepoint site collection feature

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

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How to use document sets in SharePoint 2013?

Now I 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”.

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

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Provide the title of the content type. Select parent content type into Document set the content type

Create a new group. Click OK.

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After creating a content type “Add a new site column”

Am create these there

  • Project Owner
  • Project Budget
  • Project Status

Select the Content type “Project A”

Provide the default content of the content type Maybe the document or PPT or XLS or Doc.

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Check all the shared columns you have created ready.

Add all the welcome page columns.

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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.

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Click Project Test A. Fill all the information.

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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.

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You may like following SharePoint tutorials:

This SharePoint tutorial, we learned what is a document set in SharePoint 2013/2016/Online? Also, how to enable document set in SharePoint 2013/2016 or SharePoint Online.

We also learned, how to use document sets in SharePoint 2013/2016 or SharePoint Online.

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