Create a Document Set Content Type
A SharePoint Online Exercise by Peter Kalmström
Within
an organization you often create the same kinds of documents
when working on projects. You might for example create an
Excel datasheet for costs, a Word document for specifications
and a PowerPoint presentation for an excecutive overview.
With a document set content type connected to a SharePoint
library, you can have several such documents created and
named in one single process. If you plan to use folders
for such documents, we recommend you to study document sets
first. In many ways the document set content type is a better
option.
When you create a new item in a library that uses a document
set, you will have the specified set of documents created
automatically. Their names will be the name of the item
+ the name of the template. The responsible users can just
open and edit them.
IIn the demo below Peter Kalmstrom, CEO and Systems Designer
of kalmstrom.com Business Solutions, how to create and use
new document set content type.
Create a Document Set Content Type
- Click on the settings gear and select Site settings.
- Under Web Designer Galleries, click on the link
'Site content types'.
- Click on the Create button.
- Create a content type that builds on the Document
Set Content Types.
- Add a name and select or create a group for the
content type before you click OK.
- Click on the new link 'Document Set settings' in
the Site Content Type page.
- At Default Content, add the templates you want to
use in this document set.
- Add the site columns you prefer.
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