SharePoint A-Z : D is for Document Sets

Phew this will be a long blog. It’s quite a process to set up, so this is only going to be a high-level overview.

You need to create a Document Set content type and attach it to a document library.

Then you configure the settings of it.

Then what happens is your create a new document set that stores all the docs for that specific subject and rules for the content, like automations.

It looks like this in classic SharePoint.

And like this in modern.

Content Types are notoriously tricky and full of you know what! If you create and use one, getting it deleted again is darn near impossible if you did it wrong. Do A LOT of planning before going down this route.

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Veronique Palmer Rottcher

I am based in South Africa and have 18 years fulltime SharePoint experience. I excel at intranet strategy, governance and architecture. The end user experience and strategic goals of the business are top of mind when we design and build intranets using SharePoint Online and other Microsoft 365 applications. Our award-winning consultancy has helped hundreds of businesses all over the world.

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