Document set in sharepoint 2010

Normally banks will maintain customer’s information. They will provide customers basic info, internet banking, mobile banking, debit card facilities to their customers, they maintain separate documents for each.

We will use the same feature using Document set in SharePoint 2010.

How to enable Document Sets?

Document sets by default won't be enabled in SharePoint 2010. It's a feature and has to be enabled manualy. Then document sets Content type has to be customized (if required). After that it can be attached to Document libraries. First keep all project document templates (BasicInformation document, PhoneBanking document, InternetBanking Document, Debitcard Document) ready.

Create these documents in my documents folder.

 

Login to SharePoint 2010 site -> Site settings -> Site Administration -> Site Collection Features ->

Document Sets -> Activate.

Site Settings -> Galleries -> Site Content types -> Document Set Content Types -> Document Set.

Select Document Set Settings.

Under Default Content section select the templates. Click "Add new default content" to select and upload more template documents.

Now upload the documents that u created earlier as shown below

Now we'll create new document library. If you want to attach to existing document library then skip this step.

Open the document library -> Library (Tab) -> Library Settings.

Under General Settings select Advanced Settings. We need to enable allow management of content types setting.

Under Content types Select Yes for "Allow management of content types?" and save/Click Ok.

Now in the library settings page Content types section will be shown. Select "Add from existing site content types".

Under "Select Content types" section select "Document Set" and Add. Now click Ok.

 

Repeat the same steps and add another