{"id":2196,"date":"2011-10-26T10:27:38","date_gmt":"2011-10-26T02:27:38","guid":{"rendered":"http:\/\/www.sharepointboost.com\/blog\/?p=2196"},"modified":"2023-07-31T11:40:27","modified_gmt":"2023-07-31T03:40:27","slug":"document-sets-in-sharepoint-2010","status":"publish","type":"post","link":"https:\/\/www.boostsolutions.com\/blog\/document-sets-in-sharepoint-2010\/","title":{"rendered":"Document Sets in SharePoint 2010"},"content":{"rendered":"

About Documents Sets<\/strong><\/p>\n

Document Sets<\/em> are a new feature in SharePoint Server 2010 that enables an organization to manage multiple documents or files as a single deliverable, or work product. A Document Set<\/em> is a special kind of folder that combines unique Document Set<\/em> attributes with the attributes and behavior of folders and documents. It also provides a user interface (UI), metadata, and object model elements to help manage all aspects of the work product.<\/p>\n

For teams and users in many organizations, a set of documents or a work product is needed to better manage a project or deliverable. For example, a legal team might need to collect, create, and manage various documents, photos, and audio files that are related to a particular case. Or a sales team might need to compile documents from various sources to create and manage a request for proposal (RFP) for a potential client. Documents Sets<\/em> provide those teams and users with the ability to manage those sets of documents as a single collection, deliverable, or work product. Document Set <\/em>owners can then create a custom Welcome Page that can display the enclosed items and important information about the work product.<\/p>\n

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How to enable Document Sets?<\/strong><\/p>\n

In order to use Document Sets <\/em>in a site collection, the Document Sets<\/em> feature must be enabled.<\/p>\n

To enable Document Sets<\/em> feature for a site collection :<\/p>\n

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  1. On the Site Settings<\/em> page, under Site Collection Administration<\/em>, click Site collection <\/em>features.<\/li>\n
  2. On the Features page, for Document Sets<\/em>, click Activate.<\/li>\n<\/ol>\n

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    After the Document Set<\/em> feature is enabled, you can do the following steps:<\/p>\n

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    1. Open the Document Library<\/em> in which you want to enable Document Sets<\/em><\/li>\n
    2. Go to Document Library Settings<\/em> > Advanced Settings<\/em> page for the library<\/li>\n
    3. Change the Allow management of content types<\/em> setting to Yes<\/li>\n
    4. On the Document Library Settings<\/em> page, click on Add from existing site content types <\/em>link<\/li>\n
    5. Select Document Set content type <\/em>(or any custom content type you created based on it) from the Available Site Content Types<\/em> options list.<\/li>\n<\/ol>\n

      When a Document Set content type<\/em> is added to a library, users can create new instances of the Document Set by clicking New Document <\/em>on the ribbon within a library.<\/p>\n

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      Document Sets Limitations and other considerations<\/strong><\/p>\n

      Document Sets<\/em> in SharePoint Server 2010 share many of the same attributes and properties as folders. However there are some important considerations you should be aware of when planning a Document Set<\/em> solution.<\/p>\n