Create SharePoint 2013 Document Sets

Here are the steps involved in creating a SharePoint Document Sets.

1. In SharePoint, go to Site Settings, and then Site content types.

2. Create a new content type and give it a name. In this case we’ll call it, Fieldwork Form.

Also, in select the parent content type from, select: Document Content Types

and, in Parent Content Type, select: Document.

In groups, add to group: Custom Content Types.

And then click OK.

3. Once the content type is created, go to Advanced Settings, and upload a Document Template, and then click OK.

4. Repeat Step 2 and 3, and create another content type with the same settings, and give it a name, Fieldwork Risk Assessment, and Fieldwork Medical Form.

5. Then create a new content type, and give it a name, Fieldwork Document Set.

Also, in select the parent content type from, select: Document Set Content Types

and, in Parent Content Type, select: Document Set.

In groups, add to group: Custom Content Types.

6. Once the document set is created, click on Document Set Settings

7. In this section for:

Allowed Content Types, select Custom Content Types

Select all the Fieldwork Content Types (that we created in steps 2 to 3).

In Default Content, add the Fieldwork Content Types (as shown below)

And then click OK.

8. Now create a document library called, Fieldwork Document, and go to Library Settings, and then click on Advanced Settings.

9. Make sure Allow management of content types is set to Yes, and then click OK.

10. Click on Add from existing site content types.

11. In section, Select site content types from, select: Custom Content Types

And select Fieldwork Document Set.

12. Now go back to Fieldwork Document Library, click on Files (in the ribbon menu) and click on the drop down in New Document, and select Fieldwork Document Set.

13. Give the document set a name, in this case, Fieldwork Paris, and then click OK.

14. Now the document set has been created.

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