Wednesday, November 11, 2015

SharePoint 2013 : Creating Document Sets




Define the allowed content types. Select from the feature request content types and add each of these documents.
Choose each of the content types to tell SharePoint what should be provisioned when the document set gets created. You may not actually want to use the same template that’s defined on the content type here in the document set. These are the default pieces of content. Remove the default content type that’s just a blank word document.
Shared columns allow me to specify which of the default Meta data could also be created on the documents themselves. Out of the Meta data we created on the document set, I’ll create everything on the welcome page. If we have any content types already based on this one we can make an update. Select yes to do the update. Click ok.

The content type and document set are ready to go. 
1. Go under library settings
2. Enable the use of content types with the management of content types on this library under advanced settings.
3. Click allow the management of content types.
4. Scroll down and click ok.



5. From here add from existing content types. Add from my feature request document sets. Click ok.
Make sure the default word document is not an option when we go to create a document set. Make it invisible by unselecting the checked box under visible. The feature request document set is now the default content for this library. Open the default all documents view and add in the referred by, the request date and the request status, so they appear on the default view.



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