Learn about what a document set is and how it can streamline your work.
- [Instructor] You can probably relate to situations…where you have to create multiple documents…at the onset of a new project, new client,…or, in our case, a new event.…For each new event, the catering team needs…to create several documents, including a proposal,…sample menus and even room diagrams.…Adding the same information over and over again…to each document can be time consuming and frustrating.…Luckily, SharePoint libraries have the ability…to create a special content type…that does all that hard work for us,…and that's called a document set.…So what is a document set.…
When you create a document set,…it automatically creates a set of documents for you…using the templates and the content types…that we've already established.…In addition, there are shared sets of columns or metadata…that automatically update when you update the document set.…This can save time and frustration when key information…is updated, and in your previous method,…you would have to go into each document…and make those changes.…There are a couple of cautions here.…
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: What is a document set?