Create a Document Set Content Type
A SharePoint Online tutorial by Peter Kalmström
 Within
an organization you often create different kinds of documents
when working on projects. With a document set you can have
such documents organized in one single view. If you plan
to use folders for such documents we recommend you to study
document sets first, because in many ways that is a better
option.
When you create a new item in a library that uses a document
set, you will have the specified set of documents created
automatically. Their names will be the name of the item
+ the name of the template. The responsible users can just
open and edit them.
In the demo below Peter Kalmstrom, CEO and Systems Designer
of kalmstrom.com Business Solutions, how to create a new
document set content type, and in the
next demo he explains how to use it.
Create a Document Set Content Type
- Click on the settings gear and select Site settings.
- Under Web Designer Galleries, click on the link
'Site content types'.
- Click on the Create button.
- Create a content type that builds on the Document
Set Content Types.
- Add a name and select or create a group for the
content type before you click OK.
- Click on the new link 'Document Set settings' in
the Site Content Type page.
- At Default Content, add the templates you want to
use in this document set.
- Add the site columns you prefer.
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