Document Sets in SharePoint Online/2013/2016

This SharePoint tutorial explains, what is document sets in SharePoint Online? How to activate document sets features in SharePoint Online/2013/2016.

Document Sets in SharePoint Online

Document Set in SharePoint enables users to group multiple documents that support a single project or task, together into a single entity.

Activate Document sets feature in SharePoint Online

To work with Document sets we first need to activate the document set feature, then we need to enable content type And then we can add documents.

To activate the feature, Open your SharePoint site and then click on the Settings icon and then Site Settings. This will open the Site Settings page. Here click on “Site collection features” under Site Collection Administration. Then in the Site collection features page, search for “Document Sets” feature and activate the feature.

Activate Document sets feature in SharePoint Online
Activate Document sets feature in SharePoint Online

Create Document Sets in SharePoint Online Document Library

Now you can create a document library in SharePoint Online site, then go to the library settings. Then in the library settings page, click on Advanced settings under General Settings page. Then in the Advanced Settings page select Yes radio button in the Content Types section as shown in the fig below:

Document Sets in SharePoint 2013
Document Sets in SharePoint 2013

Now in the Library Settings page, click on “Add from existing site content types” under Content Types.

Document Sets in SharePoint 2016
Document Sets in SharePoint 2016

Then select Document Set and then click on Add like below:

Document Sets in SharePoint Online
Document Sets in SharePoint Online

Then open the document library and from the Ribbon click FILES tab and then click on Document Set like below:

sharepoint online document sets
sharepoint online document sets

This will open the Document Set pag, Give a name and Description like below, then Save.

Create Document Sets in SharePoint Online Document Library
Create Document Sets in SharePoint Online Document Library

Then click on Add a document, then select the file and Destination folder.

Create Document Sets in SharePoint 2013 Document Library
Create Document Sets in SharePoint 2013 Document Library

Now when you open the document library you will be able to see the document set name and if you click on that, then you will be able to see all the documents which you have uploaded to the particular document set.

sharepoint online document sets
sharepoint online document sets

You may like following SharePoint tutorials:

Hope this SharePoint tutorial explains all about document sets in SharePoint Online or SharePoint 2013/2016.

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Bhawana Rathore

Hello Everyone!! I am Bhawana a SharePoint MVP and having about 8+ years of SharePoint experience as well as in .Net technologies . I have worked in all the versions of SharePoint from wss to Office 365. I have good exposure in Customization and Migration using Nintex, Metalogix tools . Now exploring more in SharePoint 2016 :) Hope here I can contribute and share my knowledge to the fullest. As I believe "There is no wealth like knowledge, and no poverty like ignorance"

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