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SharePoint Server 2010 Administration 24 Hour Trainer by Clint Richardson, Martin Reid, Bill Crider

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Chapter 15

Using Document Sets

Document Sets is a new feature offered as part of the standard version of Office SharePoint Server 2010. While it is touted as a separate feature, in fact it is just a specialized content type. Document Sets are useful when you have a group of documents that you want to treat as one item, such as in workflows and audit policies.

As an example, suppose you have a document library used to store documents for IT projects. An IT project can contain documents built at different times. Imagine that you have a PowerPoint presentation to show your idea to colleagues, a Word document for requirements, an Excel spreadsheet for budget and schedule, and so forth. You may want to apply a workflow to these documents. Perhaps the package needs management approval. You may want to apply a content expiration date so that the documents are deleted after a year. In these cases, and many others, you won't want to apply separate policies or workflows to the presentation, the requirements document, and the project plan. You will want to treat them as one unit. Enter Document Sets.

Create a Document Set Content Type

A Document Set is a feature that is scoped at the site collection level. In order to activate it you will have to be at the top-level site of a site collection. Go to the Site Settings page and under the Site Collection Administration page click the Site Collection Features link, shown in Figure 15.1.

On the Features page activate the Document ...

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