Wednesday, January 16, 2013

Document Sets

Document Sets allow you to bundle multiple documents together and aid the process during onboarding or any other process that requires a number of documents.

First you need to turn on Document Sets at the Site Collection Level

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Next need to create the content types for each of the bundled documents

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Finally create a document set content type
Note that the document set content type info below

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Change the Document Set Settings and add your bundled document content types

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Change your content type to reflect the single document set content type

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If you change your content type you will be prompted to update.

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Note within the Document set you can access the individual content types

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Hope this helps and have fun with SharePoint

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