Welcome to our free SharePoint Power User Training tutorial. This tutorial is based on Webucator's SharePoint 2016 Power User Training course.
SharePoint's Documents Sets are like enhanced versions of folders. As with folders, you primarily use them to group similar documents together. They are enhanced with the ability to have their own metadata, workflows, and home page.
To use Document Sets, the feature must be active at the Site Collection level. Once activated, there will be a new Document Set content type in the Site Collection's content type gallery. To best take advantage of the enhancements offered by Document Sets, you should create custom content types that inherit from the Document Set content type.
This walk-through will show you how to verify the Document Sets feature is active for the Site Collection. Once activated at the Site Collection level, Document Sets will be available to use in any site in the Site Collection.
One of the primary benefits of document sets is their ability to store metadata. In order to do that, you need to define columns in a custom content type that inherits from the document set type.
This walk-through will show you how to create a new content type named "Course Documents" that inherits from the Document Set content type. The walk-through will customize the new "Course Documents" content type by adding site columns to it.
To use a document set in a library, you must first add it to the list of content types supported by the library. Once that is done, you can create document set folders just like you would create regular folders except you will have the ability to add information into any of the columns the document set content type defined.
The following walk-through will show you how to add the new Course Documents content type to the Documents library and create an instance of the document set in the library.
The Allow management of content types setting might already be set to Yes from an earlier walk-through.
Once the steps from the preceding walk-through have been completed, you can then upload various documents that go with the course. For example, PowerPoint slides, setup guide, course manual, course outline, etc. Additionally the Welcome Page can be edited and customized.
The Allow management of content types setting might already be set to Yes from an earlier exercise.
Once the steps from the preceding exercise have been completed, you can then upload various documents that go with the course. For example, PowerPoint slides, setup guide, course manual, course outline, etc. Additionally the Welcome Page can be edited and customized.