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Document Set Feature in SharePoint 2013

Posted By:Jean Paul       Posted Date: November 30, 2014    Points: 200    Category: SharePoint    URL: http://www.dotnetspark.com  

In this article we will explore the Document Set feature of SharePoint 2013, Activating, Enabling & Creating a document set.
 

In this article I would like to take you through the Document Set feature of SharePoint 2013.

What is Document Set?

Document Sets are a feature in SharePoint Server 2013 that enables an organization to manage a single deliverable, or work product, which can include multiple documents or files.

Simply, you can see it as a collection of documents packed together.

While working with Document Libraries, you can upload Document Set instead of a single Document. A Document Set can contain multiple documents having same columns as the document library.

How to enable Document Set?

For enabling & using Document Set, the steps are given below:

1. Activate Document Set feature

2. Enable Content Type

3. Add documents

Please see the steps below:

Activate Document Set feature

Open your site, then Site Settings page.

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Click on the Site collection features link, you will get the page below.

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Click on the Activate button corresponding to Document Sets feature. Wait for a while for the activation operation to complete.

Enable Content Type

Document Set is enabled for a library by Enabling Document Set content type.

Create a new library, Choose the library settings, Advanced Settings & enable the following option.

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Save changes & go back to the Library Settings. From the content types section, choose the Add option.

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In the appearing page, add the Document Set content type & save changes.

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Now you are ready with multiple content types for your document library.

Add Documents

Open the document library & choose the FILES tab, select the New Document Set context menu.

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In the appearing dialog box, enter the name of the Document Set, you can upload documents later.

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Saving changes will take you to the next screen for adding documents.

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Here you can add multiple documents for the same document set . Please note that the upload screen says Document Set as "Folder".

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As shown below, you can see that the multiple documents exist in the same document set. Plus, the document library columns are available for the child documents as well.

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This concludes our usage with Document Set.

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Under the hood, Document Set can be considered as a Folder.

References

http://technet.microsoft.com/en-us/library/ff603637.aspx

Summary

In this article we have explored the Document Set feature of SharePoint 2013, Activating, Enabling & Creating a document set.


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