What are the properties of a document set?
So basically all documents inside a document set shall have same properties (apart from default ones which of course will be different such as Created, Created By etc.) How to do this? Create a new custom Content Type with base as Document Set. Add the two Site columns Reference Number and Customer Name to that particular content type.
What happens when you create a new document set?
When you create a new Document Set, you actually create a new content type. The content type becomes available across the site collection, and you can configure a new Document Set content type for each different multi-document work product.
How do I add a document to a document set?
Only files of the allowed content types for the Document Set can be added. Go to the document library that contains the Document Set you want to update, and click the name of the Document Set to go to its Welcome Page. To add a new file to the Document Set, click New Document, and then click the type of document you want to create.
How to make two columns visible in a document?
Now all the documents inside the document set will share the value for that 2 columns. also go to the Library where you are using this Document Sets and inside the Document Content Type make the 2 columns Hidden from all forms. So now these 2 columns will be visible only when you create new document sets but not while adding documents.
How to change document set contents in SharePoint?
Open the library in which you are using Document Sets, then go to the Library settings. When the settings are shown, locate your Document Sets content type in the list of Content types. Click on it! You will now be in the List Content Type page for the Document Sets content type.
How to activate document sets in SharePoint Server?
Administering Document Sets. 1 On the Site Settings page, under Site Collection Administration, click Site collection features. 2 On the Features page, for Document Sets, click Activate.
Is there limit to number of document sets in SharePoint?
Document Sets in SharePoint Server 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 solution. There is no limit on the number of documents that can exist in a Document Set.
How to add new columns to document set?
Add two new columns to the library, Date of Claim (a date column) and High-Risk Customer (a Y/N choice column). Set the Date of Claim column to default to today’s date, and High-Risk Customer to default to No. At this stage, these 2 new columns are available in both the Document Set and the documents uploaded in the Sets.
How does a document set work in SharePoint?
Content Types have metadata, inheritance, and can be set to show up in the [+New] menus within SharePoint and Teams tabs. What’s fundamentally different about the Document Set Content Type is that you can put another file inside the Document Set.