Create and manage Document Sets
Applies to: SharePoint Online for enterprises, SharePoint Server 2010
After a Document Set content type has been added to a document library, you can use it to create new multidocument work products. Additionally, when you click the folder for a Document Set to open it, you are taken to a
Welcome Page that you can use to manage the content in the Document Set.
About working with Document Sets
If the library you are working in contains both documents and Document Sets, you can identify Document Sets in a
document library by looking for their unique folder icon.
When you are working on a Document Sets, you can use the Manage tab of the Document Sets ribbon, which
displays on the Welcome Page for the Document Set, to perform common tasks.
Create a new instance of a Document Set
1.
Go to the document library that has been configured to support Document Sets.
2.
Click the Documents tab of the Library Tools ribbon.
3.
Click New Document, and then click Document Set or the name of the Document Set you want to create (if your
organization has created customized Document Set content types they may have unique names). If the library
supports the creation of both individual documents and Document Sets, you can identify the Document Set by looking
for the folder icon.
4.
In the New Document Set dialog box, type a name and description for the Document Set you are creating, and then
click OK. When the Document Set is created, the browser displays the Welcome Page for the Document Set.
If this Document Set is configured to automatically create documents when you create a new instance of it, these
documents appear in a Web Part on the Welcome Page. If no default content has been specified for this Document
Set, an empty Document Set folder is created, and you can add or upload files to the folder to make them part of the
Document Set. You can add only files that are of the same content types as those allowed within the Document Set.
Add or upload documents to an existing Document Set
If the Document Set you are working with is not configured to automatically create default content when you create a
new instance of a Document Set, you can add files to the Document Set manually. Only files of the allowed content
types for the Document Set can be added.
1.
Go to the document library that contains the Document Set you want to update, and click the name of the Document
Set to go to its Welcome Page.
2.
On the Welcome Page for the Document Set, click the Documents tab of the ribbon, and then do one of the
following:

To add a new file to the Document Set, click New Document, and then click the type of document you want to
create.

To upload a document to the Document Set, click the arrow next to Upload Document and then select the
option to upload a single document. Browse to the location of the file you want, and then click OK. Specify any
required property information when you are prompted, and then click Save.

To upload multiple documents to the Document Set, click the arrow next to Upload Document and then
click Upload Multiple Documents. Drag and drop or browse for the files you want, and then click OK and
then Done when prompted.
©2009 Microsoft Corporation.
Manage permissions for a Document Set
By default, Document Sets inherit permissions from the library in which they are located. You can opt to specify
unique permissions for a Document Set if you need to restrict or change who has access to the documents in an
individual Document Set.
Managing unique permissions at the item-level or folder-level can be complicated and time-consuming. If most
Document Sets will need to be accessible to similar groups, it may be easier to manage permissions at the library
level.
To manage the permissions for a Document Set, you must have at least the Design or Full Control permission level.
1.
On the Welcome Page for the Document Set, click the Manage tab of the Document Set ribbon, and then
click Permissions.
2.
Do one of the following:

To change the permission settings for the document library itself, click Manage Parent.

To stop inheriting permissions from the document library and create unique permissions for this Document Set
individually, click Stop Inheriting Permissions.

To view the specific permissions an individual has, click Check Permissions, and then type the name of the
user or group you want to check.

To inherit permissions from the parent document library (if the Document Set was previously configured to stop
inheriting them) click Inherit Permissions.
Manage versions
If Versioning has been enabled for the document library in which your Document Set has been saved, you have a
couple of different options for working with the version history of your Document Set, or the individual documents
within the set.
On the Welcome Page for the Document Set, click the Manage tab of the Document Set ribbon, and then do one of
the following:
TO DO THIS:
DO THIS:
Capture a snapshot of the
current
properties
and
documents in a Document Set
Click Capture Version, type a description of the changes that
have been made in the version you are capturing, and then
click OK.
View the version history for a
Document Set
Click Version History on the Manage tab of the Document
Set ribbon.
Restore the Document Set to a
previous version
Click Version History on the Manage tab of the Document
Set ribbon.
Point to the date and time information for the version that you
want to restore, click the arrow that appears, and then

©2009 Microsoft Corporation.
click Restore Version.
This will restore the entire Document Set to the selected
saved version. Any changes that were made to the Document
Set after this version will be reverted.
Delete
previous
version
snapshots of a Document Set
Click Version History, and then click Delete All Versions.
This action deletes version history snapshots of the Document
Set. It does not delete the Document Set itself.
View the version history for
individual
files
within
a
Document Set
Point to the document for which you want to view version
history, click the arrow that appears, and then clickVersion
History.
Restore
document
version.
an
to a
individual

previous

Point to the document for which you want to view version
history, click the arrow that appears, and then click Version
History.
Point to the date and time information for the version that you
want to restore, click the arrow that appears, and then
click Restore.
Share a link to the Document Set
If you are using an e-mail program that is compatible with Microsoft SharePoint Server 2010, such as Microsoft
Outlook 2010, you can quickly e-mail a link to the Welcome Page for a Document Set.
1.
On the Welcome Page for the Document Set, click the Manage tab of the Document Set ribbon, and then click Email a Link.
2.
When you are prompted to allow Outlook to open Web content, click Allow.
3.
In the To line of the Microsoft Outlook e-mail message, type the names of the desired recipients, specify a subject in
the Subject line, and then type any additional information you want to include in the body of the e-mail message.
4.
If you want, you can specify your own e-mail address in the From line so that the message does not appear to be
sent from the server, and recipients do not ignore it. Click the down arrow next to From, and then click Other E-mail
Address. Type or select your e-mail address.
5.
When you have completed drafting your message, click Send in Outlook.
©2009 Microsoft Corporation.