Document Sets

To get started using Document Sets, first the Document Sets feature needs to be activated. You can do this form Site Actions > Site Settings > Site Collection Features:



Once activated, a Document Set content type becomes available to you to be added to any document library where you want to start using Document Sets:



Once you've added the Document Set content type to your library, you can create a new document set from the Ribbon by selecting the New Document > Document Set option:



When you create a Document Set you'll be prompted to provide a Name and optional description for the Document Set along with any metadata attributes or columns added to the document library. TIP: Add the Document Set content type to the library before adding any custom columns to the library to ensure the custom columns are applied to all content types supported by the library.

Once you've created your Document Set you can add documents to it just like a document library or folder by New Document or Upload Documents options from the Ribbon. You're document set should look something like this:



Whilst inside your Document Set you can edit its content and add new documents as needed, however, when viewed from the document library, your Document Set appears as a single item than you can manipulate as single entity:


This article can be found at http://blogs.bsg.co.uk/SharePoint/Lists/Posts/Post.aspx?ID=10

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