locked
Create Document Sets from template RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Our current functionality:  a document library is saved as a template.  When a user creates a new document library they created it from that template.  This ensures that all new document libraries consist of a pre-defined set of documents as a starting point.

    I'm looking into a Document Set solution.  My question is:  Is it possible to create a Document Set based on either an existing document set or an existing document library?  Basically, we have an initial set of documents that we would like to be included in all the new Document Sets created.  If they cannot be added at the time of creation, what would a power user need to do so that after an empty document set is created they would add a pre-defined set of documents from some other location in Sharepoint.  Basically, what I'm asking, is there something for Document Sets that is equivalent to:

    - exporting a document library as a template (with content)

    - creating a new document library based on that template

    except that I want to find out if something like this is possible for Document Sets

    thanks,


    • Edited by bbatl Thursday, March 5, 2015 3:18 PM corrected wording
    Thursday, March 5, 2015 2:14 PM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    What's a data set?

    For document sets you can create a custom content type and specify the default documents, metadata and so on. You can then use the Content Hub tooling to push that down to various subscriber site collections.

    • Marked as answer by bbatl Thursday, March 5, 2015 3:39 PM
    Thursday, March 5, 2015 2:34 PM

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    What's a data set?

    For document sets you can create a custom content type and specify the default documents, metadata and so on. You can then use the Content Hub tooling to push that down to various subscriber site collections.

    • Marked as answer by bbatl Thursday, March 5, 2015 3:39 PM
    Thursday, March 5, 2015 2:34 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Sorry, I meant to say "Document Set" not "Data Set".  I corrected the original post.  Let me try that solution with a custom content type.  Thanks.
    Thursday, March 5, 2015 3:20 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Just to make it clear for other sharepoint novices, to define the default content of the document set content type, create or open a content type in Site Content Types  (in site settings) and then choose "Document Set Settings"

    Tuesday, July 14, 2020 11:54 AM