Configuring Document Sets Feature - Exercise

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Configuring Document Sets Feature - Exercise

Configuring Document Sets Feature

Duration: 10 to 15 minutes.
  1. Navigate to your team site.
  2. Create a new site Content Type that inherits from the Document Set content type and add a custom field.
    1. Click the Settings menu and select Site settings from the options.
    2. Click the Site content types link in the Web Designer Galleries group of the Site Settings page. Exercise - Document Sets
    3. Click the Create link at the top of the Site Content Types page. Exercise - Document Sets
    4. Enter "Contoso Doc Set" in the Name field. Exercise - Document Sets
    5. Select Document Set Content Types in the Select parent content type from drop-down field and select Document Set in the Parent Content Type drop-down field. Exercise - Document Sets
    6. Select Document Set Content Types in the Existing group drop-down field and click the OK button to complete creating the new Content Type. Exercise - Document Sets
    7. Click the Add from new site column link under the Columns area of the Contoso Doc Set Content Type settings page. Exercise - Document Sets
    8. Type "Project Name" in the Column name field of the New Site Column page. Exercise - Document Sets
    9. Leave the rest of the New Site Column settings at their default values and click the OK button.
  3. Add the new Contoso Doc Set Content Type to the Documents library.
    1. Click the Documents link in the site's Quick Launch menu. Exercise - Document Sets
    2. Click the Library Settings button on the LIBRARY tab toolbar. Exercise - Document Sets
    3. Click the Advanced settings link under the General Settings group of the Site Settings page. Exercise - Document Sets
    4. Click the Yes radio button option under the label Allow management of content types. Exercise - Document Sets

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

    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. Exercise - Document Sets
    7. Select Document Set Content Types in the Select site content types from drop-down menu and click the Add button to add the Contoso Doc Set content type to the Content types to add list box. Exercise - Document Sets
    8. Click the OK button to save the setting.
  4. Create a new Contoso Doc Set Document Set in the Documents library with a Project Name of "Project X".
    1. Click the Documents link in the site's Quick Launch menu.
    2. Click the FILES tab to open the toolbar. Exercise - Document Sets
    3. Click the down arrow below the New Document button on the FILES tab and choose Contoso Doc Set. Exercise - Document Sets
    4. Type "Contoso Project Files" in the Name field and type "Project X" in the Project Name field of the New Document Set dialog. Exercise - Document Sets
    5. Click the SAVE button to save the new Document Set.

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.

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