In this post we will discuss how we can create custom document set content type as well as we will see how we can add default content to a document set content type in SharePoint Online Office 365.
Document sets is a feature which comes in SharePoint 2013, which helps to store and manage related documents for a single deliverable. Suppose you have a sales team who wants to store documents, files, photos, audio files etc which are related to a particular case. Documents Sets provide those teams and users with the ability to manage those sets of documents as a single collection, deliverable, or work product.
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Enable Document Sets Feature:
Document sets is a feature at the site collection level which we have to activate before using it. To activate document sets feature, Open the Site Settings page then from Site Collection Administration, click Site collection features. And then from the Features pages search for Document Sets feature and click on Activate button.
Create a custom document sets content type:
Now we will see how we can create a custom document sets content type. For this follow below steps:
– Open SharePoint site -> Site Settings -> then click on Site content types which is under Web Designer Galleries.
Then click on the Create button which will take you to the Create Custom Content Type page. Here give a name & description for the content type. And then choose “Document Set Content Types” in the Select parent content type from dropdown list. And then choose Parent Content Type as “Document Set”.
Once the document sets content type created, then click on the document sets content type to see the details about the content type. Here click on the Document Set settings like below:
Here is the Allowed Content Types section, you can see only Document will be there. Here I have just added one more content type as Image which looks like below:
Then in the Default Content you can select the Content Type for which you want to put the default content and then you can also give folder name and File Name and then choose a default file.
If you have given the Folder name then the document will come inside the Folder. It looks like below:
If you want the document set to the appended to each file name then you can check the check box “Add the name of the Document Set to each file name” as shown above.
Similarly if you want to add more default content then you can click on Add new default content… link to add more options like below:
Add Document Sets Custom Content Type to Document library:
Now we will add the custom content type which we have created in the above steps to a document library.
Open the document library and then in the library settings page if you are not able to see “Content Types” section then we need to enable it in the “Advanced settings” page of the document library.
If you are using the new list looks in SharePoint online site, then you will not see the ribbon to go to the library settings page. Here once you open the document library then from gear settings icon and then click on “Library settings”. Then click on “Advanced settings” which is under “General Settings” category.
Then in the Advanced Settings page select Yes in “Allow management of content types?” section.
Now go back to the document library settings page and click on “Add from existing site content types” which is under Content Types section. Then choose Custom Content Types and then add our custom content type which we have created.
Once you add the content type, then the document sets content type will be available under the new button like below:
Click on that to create a document sets. Then add the details about the document sets like below:
Once the document sets got created you can see one folder got created which we have given in the default content section like below:
When you will click on the folder you can see the default document will appear which we have added like below:
Hope this will be helpful.
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