Enabling Document Sets from Site Collection Features

To enable Document Sets feature for a document library, first ensure that the feature is active for the site collection, and then add the content type to the document library by following the steps in this section. First enable the site collection feature by following these steps:

1. Access the Site Settings page for the site collection. Under the Site Collection Administration section, click Site Collection Features.
2. On the Features page, for Document Sets, click Activate. The Document Set content type will now appear in the Content Type Gallery for the site collection.

To add the content type to the document library, follow these steps:

1. Navigate to the document library that will have the Document Set content type added; in this example, the document library is named Shared Documents. Click the Library tab on the Ribbon, and click Library Settings.
2. Click Advanced Settings in the General Settings section.
3. In the Content Types section, under Allow Management of Content Types?, click the circle next to Yes.
4. Scroll to the bottom of the page and click OK to save the change and return to the Document Library Settings page.
5. Scroll down to the Content Types section, which may have not been visible before. Click Add from existing content types.
6. From the Add Content Types page, access the drop-down menu under Select Site Content Types From, and choose Document Set Content Types. Click Document Set in the Available Site Content Types box, and then click the Add button, as shown in Figure 20.24, and then click OK.

   Figure 20.24. Adding the Document Set content type to a document library.

   

7. Click the document library name in the breadcrumb from Document Library Settings to return to the document library.

Now, to create a document set, follow these steps:

1. Click the Documents tab on the Ribbon, and access the drop-down menu for New Document; there should now be an entry for Document Set. Click Document Set.
2. Enter a name for the document set, such as Project X Document Set, and click OK. The document set will now display. There are no documents within this document set yet.
3. Click the name of the document library in the Browse tab to return to the document library default view, and the document set will be visible as an “item” in the document library.