You're the first person that demonstrated why I would want to go to all the trouble to do document sets. All the other videos had super lame use cases.
bro, 2 mins into your video and I already love the channel. Edit style is funny, current with the times, and isn't boring lol keep it up! Currently working on migrating our local file share into the cloud and searching for good solutions and so far the videos been very helpful!
You can also use a custom folder content type to get the ability to set metadata into a folder. But of course it will not sync down the metadata to its containing files, the sorting problem persists and you can't have different views automatically in them.
Yes, Greg Z is amazing… and if I had $5 for every time you said doc set, I could buy you and me lunch for a few days… lol… awesome video sir. Thanks again!
Forgot to mention that Sync works too, so people can drag and drop files into their local OneDrive for Business Sync and all metadata will also inherit to all documents inside the doc set🌝
We always first ask what the use case for the library is. If there’s no need for metadata then we give them a document library and tell them to use no more than 3 levels when using folders. In the other case we could advice document sets but they tend to find it hard to work with. Also, even document sets you could hit the limit for the number of characters for the filename. In that case, activate the document id feature on site collection level. That’ll find the document through its id. Even after moving it to another location it will find it.
Ah hah! I was already down with doc sets, but I didn't know you could set a default view for them. That's a big deal, yet when you read about these online you usually see that the modern sites don't support the old welcome page, which can lead a person (like myself) to think that welcome page options don't work. Thank you!
In our org, many useres sync document library and sync a folder or folders inside the same doc library, and the sy\ubfolders stop syncing, and causing issues, can you give a video about that aswell, the issues from syncing doc librray and a subfolder inside it
It never ceases to amaze me why Microsoft still make it so ridiculously difficult to set up document sets. I'm also annoyed that the doc set settings screen is still in Classic world and that they have never updated the doc set home page feature 😡 😡 😡 p.s. Great video, by the way
Great video! I would like to ask, 1. when creating a new doc set, can I create a children doc list to inherit properties of the doc set instead of a word doc as demonstrated? 2. What is the best way to auto-updating a file for a doc to use lookup on?
@@Untethered365 Thank you for your quick response, I cannot find a way creating doc lists within the doc set at launch, would love to see if you have any alternatives to doing so? I was stuck on implementing an auto-updating file as well, do you have any recommendations?
Hi Great Job! How do I configure "Select View" under "Document Set Settings" to show "Inside Doc set" My select view currently only give the "All Documents" as the only option in the dropdown
And make sure that the Doc Set fields are created as site columns, NOT as list columns ( unless you can guarantee that you NEVER will have to use those fields for search)
@Untethered365 hey, I am a Search geek, and can't even remember the number of times where I had to restructure the information architecture before I could use it for search 😢
My concern is whether Microsoft is planning to do away with document sets by making them difficult to find in the site features pane which feels very much like legacy SharePoint vs. modern SharePoint. Any insight on that, or am I overthinking things?
Valid concern - Microsoft has had this feature "less available in the UI" forever, so I wouldn't assume that means it's on the path to deprecation. In fact, Microsoft wanted to deprecate SharePoint entirely a few years ago but people are too reliant on it. Core features of the system I rarely see getting deprecated compared to "extensions". E.g. there was a popular SharePoint migration tool that Microsoft acquired then deprecated :( In short, I wouldn't worry. Use it if it fits.
Idk why, but my SharePoint has totally different layout from yours, none of the parameters are on the same page as you showed here, maybe its an update or im doing something wrong.
Way too fast and too many click throughs for a newbie, but good to know there's so much functionality to explore. My org treats SharePoint content as though it were the traditional MS file organization structure: folders > subfolders > files. We're missing a lot of goodies.
Yes and on purpose. The point is less "how to" and more the advantage. If we showed how to do it then the average viewer would click away because they didn't come here for instructions but for explanatory knowledge.
@@jtaylor8606 my name is Sean, not Jesus. But yes SharePoint or any low code tool, requires software level thinking if you need it to do anything at the enterprise level 💪
![How To Create a SharePoint Document Library Beginner Guide - [2024]](http://i.ytimg.com/vi/7cQO6Seep7U/mqdefault.jpg)
You're the first person that demonstrated why I would want to go to all the trouble to do document sets. All the other videos had super lame use cases.
Glad to hear! It was real detective work tracking the reasons down.
You are one of the best instructors i have ever seen in youtube. thanks for your time and wish you all the best.
I’m only 90 seconds into this and I love this stuff. As useful as it is funny. Office gangster!
bro, 2 mins into your video and I already love the channel. Edit style is funny, current with the times, and isn't boring lol keep it up! Currently working on migrating our local file share into the cloud and searching for good solutions and so far the videos been very helpful!
Thank you! I'm trying to make it pop and this is motivating.
Exactly! Love the names and background effects. Edgy too… 😂
This is the first time I'm hearing about Doc Sets. Thank you.
Thank you for creating this - was looking for a solution, and while this wasn't it, I'm finally clear on the value of having doc sets.
Glad it helped! Also hilarious username :)
You can also use a custom folder content type to get the ability to set metadata into a folder. But of course it will not sync down the metadata to its containing files, the sorting problem persists and you can't have different views automatically in them.
Yes, Greg Z is amazing… and if I had $5 for every time you said doc set, I could buy you and me lunch for a few days… lol… awesome video sir. Thanks again!
Forgot to mention that Sync works too, so people can drag and drop files into their local OneDrive for Business Sync and all metadata will also inherit to all documents inside the doc set🌝
We always first ask what the use case for the library is. If there’s no need for metadata then we give them a document library and tell them to use no more than 3 levels when using folders.
In the other case we could advice document sets but they tend to find it hard to work with. Also, even document sets you could hit the limit for the number of characters for the filename. In that case, activate the document id feature on site collection level. That’ll find the document through its id. Even after moving it to another location it will find it.
Good to know about the site collection Id thanks!
Really Very Nice And helping to gain more Knowledge
Ah hah! I was already down with doc sets, but I didn't know you could set a default view for them. That's a big deal, yet when you read about these online you usually see that the modern sites don't support the old welcome page, which can lead a person (like myself) to think that welcome page options don't work.
Thank you!
Glad to see you here too!
In our org, many useres sync document library and sync a folder or folders inside the same doc library, and the sy\ubfolders stop syncing, and causing issues, can you give a video about that aswell, the issues from syncing doc librray and a subfolder inside it
Life saver! That's all I have to say. Thank you so much.
It never ceases to amaze me why Microsoft still make it so ridiculously difficult to set up document sets. I'm also annoyed that the doc set settings screen is still in Classic world and that they have never updated the doc set home page feature 😡 😡 😡
p.s. Great video, by the way
Great video! Maybe you could add the next level: Use hub site architecture vs document sets.
Great suggestion!
A lot of interesting info here! Many thanks 😊
Thanks for watching!
This is great, thank you
Thank you for this video! Seems that the bulk sharing doesn't work in modern sharepoint?
Problem with document set is we can't sync via onedrive - we will have padlock on library.
So you should not use Document sets if your users are syncing to libraries on SharePoint? Or am I misreading this?
Great video! I would like to ask, 1. when creating a new doc set, can I create a children doc list to inherit properties of the doc set instead of a word doc as demonstrated? 2. What is the best way to auto-updating a file for a doc to use lookup on?
Haven't tried it but let me know what you find out. If it's using the same columns it should pass them down.
@@Untethered365 Thank you for your quick response, I cannot find a way creating doc lists within the doc set at launch, would love to see if you have any alternatives to doing so? I was stuck on implementing an auto-updating file as well, do you have any recommendations?
@@kiejac3123 sounds like you may need Power Automate
Hi Great Job! How do I configure "Select View" under "Document Set Settings" to show "Inside Doc set" My select view currently only give the "All Documents" as the only option in the dropdown
Did you create the view? It should appear in the list. May need a refresh.
And make sure that the Doc Set fields are created as site columns, NOT as list columns ( unless you can guarantee that you NEVER will have to use those fields for search)
Such a key call out!
@Untethered365 hey, I am a Search geek, and can't even remember the number of times where I had to restructure the information architecture before I could use it for search 😢
The First video i watched at 0.5X 🎉
been using document sets for 10 years now
Could you please prepare a Video on Security Group and O365 Group
@@sudheerkumars9075 will add it to list!
How does it work when when syncing with one drive and someone adds a folder locally? Where's the metadata?
My concern is whether Microsoft is planning to do away with document sets by making them difficult to find in the site features pane which feels very much like legacy SharePoint vs. modern SharePoint. Any insight on that, or am I overthinking things?
Valid concern - Microsoft has had this feature "less available in the UI" forever, so I wouldn't assume that means it's on the path to deprecation.
In fact, Microsoft wanted to deprecate SharePoint entirely a few years ago but people are too reliant on it.
Core features of the system I rarely see getting deprecated compared to "extensions". E.g. there was a popular SharePoint migration tool that Microsoft acquired then deprecated :(
In short, I wouldn't worry. Use it if it fits.
Can Doc Sets be opened through file explorer (sync or Shortcut in Onedrive)? Most of our folks insist on using this.
@@bisonfan715 sadly not that we've seen. Sync require folders.
You uploaded a document into Document Set Settings>Default Content. Can you expand on what is in this document?
The Word template that auto appears in every doc set?
So love this channel… “I’m not your guy…” 😂
So happy the comedy resonates.
Idk why, but my SharePoint has totally different layout from yours, none of the parameters are on the same page as you showed here, maybe its an update or im doing something wrong.
@@marioparini6951 there have been a few updates but others have follow recently and have been fine. You could have less permissions.
Love this one 🤩
It was my first video where the thumbnail that UA-cam generates was actually perfect.
Way too fast and too many click throughs for a newbie, but good to know there's so much functionality to explore. My org treats SharePoint content as though it were the traditional MS file organization structure: folders > subfolders > files. We're missing a lot of goodies.
Check out the managed metadata one to really see some goodies!
You skipped over a fair bit of setting when making the docset there.
Yes and on purpose. The point is less "how to" and more the advantage. If we showed how to do it then the average viewer would click away because they didn't come here for instructions but for explanatory knowledge.
I’m so confused.
Where exactly? Cause right now I'm so confused :)
Microsoft really made all this into rocket science. It is all so darn confusing
@@davethemonkey At least SharePoint is free with office 365
Jesus. The chances of an average user being able to get their head around any of this is roughly zero. What an absolute mess of a system it is.
@@jtaylor8606 my name is Sean, not Jesus. But yes SharePoint or any low code tool, requires software level thinking if you need it to do anything at the enterprise level 💪