slideshare.net/dmadelung/sharepoint-folders-met... Top 10 most important powers of your SharePoint team sites in Office 365, Organize your SharePoint sites with megamenu navigation and new “change the look” options. For many kinds of projects, people often produce a whole set of related documents. Nintex Form & Workflow for Office 365 Training, Microsoft Flow, PowerApps and Power BI Training, SharePoint Online Client Side Development Training, SharePoint Online Development Training Courses (Discounted Price), Create Custom Field/Column in SharePoint Online List using PnP, How to Create a SharePoint list using PnP, Create a list using SharePoint framework (SPFx) Step by Step tutorial, Microsoft Flow Example: When an item is created in SharePoint List, Send approval and create item, Create Site Column, Content type and List in SharePoint Hosted Appa or Add-in, Create, Update and Delete SharePoint List using Rest API in SharePoint, SharePoint create workflow history list programmatically using client side object model code (csom). To explain in basic terms, Document Set is a folder with metadata. If you can Enable versioning, you can Disable versioning. From creating simple but intuitive intranet portals to developing project management team sites and document management systems, I develop SharePoint solutions that help you get things done quickly and accurately. The same naming conventions can be followed for any version of SharePoint like SharePoint 2013/2016/2019 or SharePoint Online Office 365. This post is a focus on the configuration of the document set. Please log in again. Send Document Sets    to the Content Organizer for routing to a targeted folder, site, or library. Privacy Policy. Approximately 85% of Fortune 500 companies are using SharePoint Online as part of Office 365. When we are creating a list or library or anything in SharePoint we should not give space in the name. I had offered to talk about my favorite SharePoint subject ‘Document Management’ (SharePoint 2013 – Versioning and Document Sets) and I was really surprised that so many participants wanted to hear that. SharePoint Folders & Metadata Advantages and Disadvantages 2. Today, I want to introduce you to the functionality of Document Sets, the magic feature that allows you to store documents in folders, yet, assign metadata if you wish. Create and configure a new Document Set content type, Customize the Welcome Page for a Document Set. In an average SharePoint On-Premises farm, setting document library versions up to 10 major and 10 minor has, in practice, been enough for any group that can't define how many versions they need. We can query and display all the relevant information from related documents as if they were records in a database. Always use a small and meaningful name for SharePoint site, subsite, list or document library names. In the past, I have written a few blog posts on content types and how to use them. For official Microsoft content, see Microsoft 365 documentation. The end user can view, delete, and restore a version if they have the correct permissions in the library or list. You may like following SharePoint tutorials: In this SharePoint tutorial, we learned, SharePoint naming conventions best practices which you should follow while providing names of a site collection, site, list, document library, views, folders, files or document etc. Scroll until Document Sets row and click Activate. Corporate records managers and lawyers need access to an enterprise Records Center to maintain corporate records. Fully managed intelligent database services. It should now appear in the list of Content Types for this document library. Except, this folder can have metadata assigned to it. Well, now it’s your turn at bat. For example, if you are authoring content for publication to external customers, you might need one site in which to author and review content and a separate site, perhaps in a separate SharePoint Server installation, in which to publish your content. It is a Site Collection feature and must be manually activated before you can proceed and start creating it. STEP F: Create a New Vendor Document Set. If your library is configured to use Check In/Check Out, each change performed by a user with a checked-out document will create a minor version. Maximize Your SharePoint Investment Select it and click the Add button. Metadata is a location & lots of other features.