Learn how to add a document set to a library.
- [Instructor] We've created just one document…in our document library,…but what if we needed that Document Set?…We have a big event coming up…for our Orange Valley Communication Art Association client,…and now we really need to get all of those…templates together all at once.…So let's create a new document set for that event.…First click New, and then select Event Document Set.…Here is where all of those fields come into play.…So as you can see, adding all of them…might not be the best idea.…Creating a new Document Set, can be cumbersome…if you ask them too many questions.…
People might get frustrated.…So you need to be strategic on what we add here.…First let's type in the name,…and then a description,…and then the client name.…For me, this is typically the contact.…Next we're gonna add the event date and the Event Manager.…
For the event date you can either type it in…or choose it from the calendar.…And then select your Event Manager.…Phyllis Lucero is our Director of Catering.…Next we have the Event Type and the number of guests.…
AuthorShari L Oswald
- 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
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2. Working with Site Columns
3. Working with Content Types
4. Setting Up the Template Library
5. Building Your Document Libraries
Creating a library1m 3s
6. Working with Document Sets
7. Adding Documents to a Library
Next steps1m 25s
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