I really appreciate your video & looked for the other ones I thought were with this set. Here is what I found, in what I believe is the watch order. Could you confirm if these all of them? 1. SharePoint Document Sets Module 1 2. Unlock the Full Potential of SharePoint: Creating a Solution for Microsoft Lists and Document Sets 3. SharePoint Document Sets - How to include default documents when a new document set is created. How to Modernize SharePoint Document Sets
@susankelly05 I'm watching "SharePoint Document Sets - How to add metadata and create specific views" and he just called "SharePoint Document Sets Module 1" the previous session. So it appears it goes 1. SharePoint Document Sets Module 1 2. SharePoint Document Sets - How to add metadata and create specific views and then???
Awesome video, if you would kindly reply, 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?
Hey Dan, Which one is the best option (Document Set or Flat structure) to store different Types (Drawings, Invoices, etc..) of documents in the library?
Nice video and very informative. When I sync my document folder to my OneDrive, it shows the document set as a folder in one drive. Is there a way I can mass make a bunch of document sets or copy a list from existing meta data
If you create a document set while using Document ID as well, will that document set have a Document ID or would it act like a folder and won't get an ID?
Isn't there a reason Microsoft is complicating the process of creating document sets? I'm worried that maybe Microsoft wants to get rid of documentation sets. This is why I'm hesitant to implement them in my company, even though they seem so good. Can you tell me if Microsoft has made any recent moves to support document sets?
I still dont really understand why anyone would need to make a document set. I was hoping that It worked similar to a folder so I could replace a folder with a document set. Then some rules and metadata that I applied to that document set would ONLY apply to that set. Unfortunately it looks like everything you do applied site wide or library wide. There is no option to organise things at the equivalent of a sub folder level. If you have a parent folder called Finance, then next folder called sales, then another sub folder called sales leads... ALL the sales lead documents might be one type but you dont want to set up metadata and columns for that sales leasds folder to apply to absolutely every folder in Sharepoint. So I dont understand how it's done.
Great! Very clear. Will start exploring this today.
a doc set playlist would be useful trying to work out which vids follow each other
Really a very good video on Document Sets. Thank you for taking teh trouble to do this.
I really appreciate your video & looked for the other ones I thought were with this set. Here is what I found, in what I believe is the watch order. Could you confirm if these all of them?
1. SharePoint Document Sets Module 1
2. Unlock the Full Potential of SharePoint: Creating a Solution for Microsoft Lists and Document Sets
3. SharePoint Document Sets - How to include default documents when a new document set is created.
How to Modernize SharePoint Document Sets
@susankelly05 I'm watching "SharePoint Document Sets - How to add metadata and create specific views" and he just called "SharePoint Document Sets Module 1" the previous session. So it appears it goes
1. SharePoint Document Sets Module 1
2. SharePoint Document Sets - How to add metadata and create specific views
and then???
Super helpful, thank you
Very informative 🤔. Thank you 😊 👍🏽.
Awesome video, if you would kindly reply, 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?
❤ you are a star!
Hey Dan, Which one is the best option (Document Set or Flat structure) to store different Types (Drawings, Invoices, etc..) of documents in the library?
Great video! Is there a module 2?
very good question
can you create folders within a document set, so you have a folder template structure auto created not just documents?
Nice video and very informative.
When I sync my document folder to my OneDrive, it shows the document set as a folder in one drive. Is there a way I can mass make a bunch of document sets or copy a list from existing meta data
You could use Power Automation to mass create
If you create a document set while using Document ID as well, will that document set have a Document ID or would it act like a folder and won't get an ID?
It gets an ID
Isn't there a reason Microsoft is complicating the process of creating document sets?
I'm worried that maybe Microsoft wants to get rid of documentation sets. This is why I'm hesitant to implement them in my company, even though they seem so good.
Can you tell me if Microsoft has made any recent moves to support document sets?
Document Sets are definitely still supported
@@DanielAndersonAU If it's "definitely", I'll count on it, thanks.
I still dont really understand why anyone would need to make a document set. I was hoping that It worked similar to a folder so I could replace a folder with a document set. Then some rules and metadata that I applied to that document set would ONLY apply to that set. Unfortunately it looks like everything you do applied site wide or library wide. There is no option to organise things at the equivalent of a sub folder level.
If you have a parent folder called Finance, then next folder called sales, then another sub folder called sales leads... ALL the sales lead documents might be one type but you dont want to set up metadata and columns for that sales leasds folder to apply to absolutely every folder in Sharepoint. So I dont understand how it's done.