Adding a Document Set Content Type to a Library

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Adding a Document Set Content Type to a Library

Adding a Document Set Content Type of a Library

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.

  1. Add the new Course Documents Content Type to the Documents library.
    1. Click the Documents link in the site's Quick Launch menu.
    2. Click the Library Settings button on the LIBRARY tab toolbar. Adding Document Set Content Type to Library
    3. Click the Advanced settings link under the General Settings group of the Site Settings page. Adding Document Set Content Type to Library
    4. Click the Yes radio button option under the label Allow management of content types. Adding Document Set Content Type to Library

      The Allow management of content types setting might already be set to Yes from an earlier walk-through.

    5. Click the OK button to save the settings.
    6. Click the Add from existing site content types link in the Content Types area of the Library Settings page. Adding Document Set Content Type to Library
    7. Select Document Set Content Types in the Select site content types from drop-down menu and click the Add button to add the Course Documents content type to the Content types to add list box. Adding Document Set Content Type to Library
    8. Click the OK button to save the setting.
  2. Create a new Course Documents Document Set in the Documents library.
    1. Click the Documents link in the site's Quick Launch menu.
    2. Click the FILES tab to open the toolbar. Adding Document Set Content Type to Library
    3. Click the down arrow below the New Document button on the FILES tab and choose Course Documents. Adding Document Set Content Type to Library
    4. Type "SharePoint 2013 Power User" in the Name field and type "2" in the Number of Days field of the New Document Set dialog. Adding Document Set Content Type to Library
    5. Click the Save button to save the new Document Set.
    6. Verify the Welcome Page shows the custom Number of Days column data on it. Adding Document Set Content Type to Library

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.

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