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.…
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 set to a library