Wednesday, April 27, 2011

Document Sets in SharePoint 2010

I came across another new feature of SharePoint 2010 called Document Sets. This looks pretty useful. It basically gives you a way to group documents in a document library similar to a folder but with more flexibility. A document set is setup as a content type on the document library that you can customize in a number of ways.

  • You can add columns to the set and can default values in the columns so that you don't have to add the metadata values on each document. This also means if you have to add a new column you can easily set a value on all existing documents in the document set. 
  • You can also run workflows against the whole document set.
  • Versioning can be done either on individual documents or the document set.
Here is a post I was reading on this today, that goes into a lot of detail on the differences between document sets and folders.

-Z

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