- [Instructor] As your project or in our case, event,…evolves, sometimes we need to add new documents…to our document set.…To add a new document, click the new button.…This is a key point that I'd like to share with you.…We have all of these documents that we can add,…but let's say there were some menus…that we wanted to add here and we don't see that.…This is a common point of confusion for people…and they're not sure why things aren't appearing here.…Let's go back to the Document Set Settings.…When you created the Document Set at the top,…we designated the allowed content types…and we did not include the menus…as far as those content types.…
You may notice that the options on the right hand…side are the same ones that we see in that menu…when we hit the new button.…If you need to add additional content types,…you could do so here.…Let's say for instance the menus.…I'm going to go ahead and filter for that group…and then select all of the options and then click add.…Let's scroll down and click okay...…and go back to our fundraiser document set.…
Author
Released
10/25/2018- Why automate your documents?
- Planning your templates
- Creating a template library
- Working with content types
- Setting up the template library
- Building document libraries
- Creating and customizing document sets
- Adding a document to a library
Skill Level Advanced
Duration
Views
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Introduction
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1. Templates
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Planning your templates2m 4s
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Where to create a template2m 10s
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Creating a template library1m 22s
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Uploading your templates1m 24s
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2. Working with Site Columns
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What is a column?2m 34s
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What is a site column?3m 11s
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Planning your site columns2m 36s
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Creating a lookup list1m 22s
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Creating a site column5m 14s
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Editing a site column4m 6s
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3. Working with Content Types
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What is a content type?4m 9s
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Creating a content type4m 38s
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Editing a content type1m 23s
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4. Setting Up the Template Library
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5. Building Your Document Libraries
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Creating a library1m 3s
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6. Working with Document Sets
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What is a document set?1m 20s
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Creating a document set2m 40s
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Customizing a document set5m 50s
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7. Adding Documents to a Library
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Conclusion
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Next steps1m 25s
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Video: Adding a document to a document set