What can you do with document sets in SharePoint?
You can set the Document Set such that any files uploaded to the Document Set (folder) will inherit the metadata from that folder. You can also assign unique permission to each document set. You can do the same with regular folders, but the user experience is much better with document sets.
How to create custom document types in SharePoint?
Click on the document set, then Document Set settings In the Allowed Content Type section, choose the content types that you want to allow within the document set. By default, Document content type will be listed there. However, you can also create and add your own custom content types, with its own metadata, just like I did in the example below.
How are document sets different from other document management methods?
In addition to being able to have metadata combined with folders, document sets have these special and unique features that make them standout from other document management methods. Each Document Set gets its own page that displays folder-level metadata and allows to access the files inside of the folder (document set)
What happens if I Sync my document library with SharePoint?
If you decide to sync the document library with document sets to your desktop (link) – you will lose the metadata when you try to access the files on your PC. Metadata will stay in SharePoint, but will not get copied onto your computer.
How to add multiple document types in SharePoint?
First, we need to enable multiple content types for a document library. In the document library where you want to add document set to, click on Library Settings > Advanced Settings Under Allow management of content types?, choose Yes. This will allow us to add custom content types. Click OK at the bottom of the screen.
Which is the best application for document sets?
The following are usually best applications for document sets: Small projects (with each folder being a small project) Financial assets documents (with each document set being a mutual fund) Client documents (with each document set being a client folder) Legal Documents (with each document set being a legal case)