SharePoint 365 Spotlight - Organizing Documents with Document Sets

A Document Set is a group of related documents that is managed as a single work product, or entity. Document sets ensure that a business process does not fail because of a failure to maintain data in a managed state. This course examines several use cases so that students can view document sets in action and apply them to their own work. These sets are often based on templates that ensure that all relevant data is captured so that a business process is completed successfully.

This course examines a mix of templates created in Excel, Word, PowerPoint, and Visio. Document Sets have six features that ensure that a business process does not fail because of a lack of stable information. Each of these features is examined and demonstrated. These features are: a customizable welcome page, customizable default content, controlled content types, shared metadata, assigned workflows, and a feature to route document sets with the Content Organizer. This course covers the steps to activate the feature, and the steps to create a document set from Office templates. Document Sets often leverage metadata surfaced in columns, so the basics of metadata are covered and its application to sets.

Finally, Document Sets are used as an end-user would experience them. These sets are used a part of a SharePoint document library. While documents are handled a little differently, the techniques are quick to learn. Document Sets are a powerful extension to a SharePoint library.

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