Create SharePoint 2013 Document Sets

Here are the steps involved in creating a SharePoint Document Sets.

1. In SharePoint, go to Site Settings, and then Site content types.

1.SiteContentTypesLink

2. Create a new content type and give it a name. In this case we’ll call it, Fieldwork Form.

Also, in select the parent content type from, select: Document Content Types

and, in Parent Content Type, select: Document.

In groups, add to group: Custom Content Types.

2.AddFieldWorkContentType.png

And then click OK.

3. Once the content type is created, go to Advanced Settings, and upload a Document Template, and then click OK.

3.UploadFieldworkForm.png

4. Repeat Step 2 and 3, and create another content type with the same settings, and give it a name, Fieldwork Risk Assessment, and Fieldwork Medical Form.

4.DocumentContentTypeCreated.png

5. Then create a new content type, and give it a name, Fieldwork Document Set.

Also, in select the parent content type from, select: Document Set Content Types

and, in Parent Content Type, select: Document Set.

In groups, add to group: Custom Content Types.

5.AddFieldworkDocumentSetContentType.png

6. Once the document set is created, click on Document Set Settings

6.DocumentSetSettings.png

7. In this section for:

Allowed Content Types, select Custom Content Types

Select all the Fieldwork Content Types (that we created in steps 2 to 3).

In Default Content, add the Fieldwork Content Types (as shown below)

7.SetDocumentSetSettings.png

And then click OK.

 

8. Now create a document library called, Fieldwork Document, and go to Library Settings, and then click on Advanced Settings.

9. Make sure Allow management of content types is set to Yes, and then click OK.

8.AllowManagementOfContentTypesToYes.png

10. Click on Add from existing site content types.

9.AddFromExisitngSiteContentTypes.png

11. In section, Select site content types from, select: Custom Content Types

And select Fieldwork Document Set.

10.SelectFieldWorkDocumentSetContentType.png

12. Now go back to Fieldwork Document Library, click on Files (in the ribbon menu) and click on the drop down in New Document, and select Fieldwork Document Set.

11.CreateFieldWorkDocumentSet.png

13. Give the document set a name, in this case, Fieldwork Paris, and then click OK.

12.GiveDocumentSetAName.png

14. Now the document set has been created.

13.DocumentSetHasBeenCreated.png

 

 

 

One thought on “Create SharePoint 2013 Document Sets

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s