Monday, 11 November 2013

How to Create Document Sets in SharePoint 2010

Document Sets were introduced in SharePoint 2010 and provide a broad range of capabilities to manage content. They allow the grouping of related content into a single entity. The content that is contained within a Document Set can be treated as an atomic unit or as part of a larger set of documents that can be treated consistently.
In SharePoint 2010 you can create your own custom content type.

A document set can contain documents, workbooks, presentations or videos.

Procedure:
  • Go to Site Actions – Site Settings - from Site Collection Administration section click on Site collection features;
  • Activate the Document Sets feature;
  • Go back to Site Settings – from the Galleries section click on Site content types;
  • Click on Create;
  • Add a Name and a Description;
  • We need to select Parent Content Type from Document Set Content Types;
  • For the Parent Content Type we have Document Set;
  • Create a new group: HR

2012-09-17-DocmentSets-01.png

  • Click on the OK button.

In the Site Content Type Information page click on Document Set settings.

In the Available Site Content Types we will add Video.

By default, the Document content type is added.

Now, in the Default Content we have to add our content.

2012-09-17-DocmentSets-02.png

To save the settings click on the OK button.

Now we have to set this content type as default for the desired document library.

  • Go to the Home page;
  • Click in the Shared Documents web part;
  • Click on the Library tab – Library Settings;
  • Click on Advanced Settings;
  • Add a check mark on Yes to allow users to be able to manage content types;
  • Click on the OK button.

In the Content Types section click on Document content type.

2012-09-17-DocmentSets-03.png

Click on Delete this content type optionOK.

In the settings page click on Add from existing site content types.

In the Available Site Content Types choose CV for HR and the click on the Add button.

Click on the OK button to save the settings.

2012-09-17-DocmentSets-04.png

Go back to the Shared Documents library – click on the Documents tab from the ribbon – NewCV for HR – add a Name and a Description.

2012-09-17-DocmentSets-05.png

2012-09-17-DocmentSets-06.png

The final result looks like this:

2012-09-17-DocmentSets-07.png

In the below image we can see:

  • a Image Web Part;
  • a Document Set Properties Web Part;
  • a Document Set Contents Web Part.

2012-09-17-DocmentSets-08.png