SharePoint Online: Create a Document Set – Step by Step

What is Document Set in SharePoint Online?

In a real-world example, consider “Project Proposal” as a document set for your organization that consists of a Requirement specification Word document, project portfolio PowerPoint presentation, and Budget specification Excel spreadsheet.

How to create a Document Set in SharePoint Online?

Here is how to set up document sets in SharePoint Online step by step. Creating a document set in SharePoint Online is a Four-step process:

  1. Enable “Document Sets” Feature if not enabled already
  2. Create a Content-Type with metadata and document templates.
  3. Add Document Set to Document Library’s Content-Type
  4. Create a New Document Set

Step 1: Enable “Document Sets” Feature in Site Collection

To begin using Document Sets, first, you need to activate the “Document Set” feature for your SharePoint Online Site Collection. To do so, follow these steps:

  • Navigate to your SharePoint Online Site collection >> Click on Settings >> and then click Site Settings.
  • Click on the “Site Collection Features” link under the Site Collection Administration group
  • Click the Activate button next to the “Document Sets” feature. sharepoint online activate document set

Step 2: Create a Content type with Metadata Columns and Document Templates:

Once the Document Sets feature is activated, you can start creating the content type.

Create a new content type from “Document Set” Parent
Document Set is nothing but a special content type. Create a new content type as:

  • Navigate to Site settings >> Click on “Site content types” link under web designer galleries
  • On the Site Content Types page, click on the “Create” link
  • Provide the title for the content type, Select parent content type from as “Document set Content Type” and Parent content type as “Document Set”.
  • Select the Group and Click OK to create the content type.
create document set in sharepoint online

Add Site Columns to the Content type 
After the content type is created, start adding metadata to it by clicking the “Add a new site columns” link from the content type settings page. In my case, I’ve added site columns such as Project Name, Project Description, Project Start Date, etc to the content type.

sharepoint online csom create document set

Upload Document Templates If needed:
On the content type settings, click on “Document Set settings” and upload document templates. Optionally, you can set Shard columns and Welcome Page columns.

sharepoint online document set content type

Step 3: Add Document Set Content Type to Document Library
The document set is a special content type that must be enabled within a library for it to be used. Once the Document Set content type is ready, You can add it to any SharePoint Online library, such as the most common document library in SharePoint Online: Shared Documents library! You can add the Document Set functionality to the Shared Documents library by following these steps:

  1. Navigate to the library where you want to enable document sets functionality.
  2. On the Library Settings page, click on the “Advanced Settings” link under the General Settings section.
  3. On the Content type section, select Yes to allow the editing of content types. Click the OK button. You’ll notice a new section, “Content Types” in library settings.
  4. Click the “Add from existing site content types” link. On the Add Content Types page, Select the Document Set content type you created in step 2, click the Add button, and then click OK. add document set to library sharepoint online

Now that the Document Set functionality has been added to the library, you can create a new document set.

Step 4: Create a New Document Set

To create a new Document Set, do the following:

  • Click “New” from the Document Library >> Select the document set we added to the library.documet set in sharepoint online
  • This opens a page where you can fill the properties with the document set and click OK to create a document set. sharepoint online create document set using powershell
  • It creates the document with folders and document templates we uploaded in step 2 (Creating content type).sharepoint online create new document set

Once the Document Set is created, you can manage the document set features, such as editing the properties, capturing versions, changing security permissions, sharing the documents, or pushing all the documents through a workflow in batch.

You can also create a document set in SharePoint Online with PowerShell: How to create a document set in SharePoint Online using PowerShell?

Salaudeen Rajack

Information Technology Professional with Two decades of SharePoint Experience.

One thought on “SharePoint Online: Create a Document Set – Step by Step

  • March 10, 2020 at 2:03 AM

    Helpful indeed

    Reply

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