Creating a Custom New Document Set Form

The form that is used to create new document sets is located in _layouts of the SharePoint server. This means there is only one form for every document set content type to use. In some cases a custom form may be needed. With a custom form you could automatically fill in metadata or do conditional…

2

Migrating Existing Content into Document Sets

Document sets are so great I am sure you have thought up lots of different ways to use them, but there is just one problem. You have been using previous versions of SharePoint and already have tons of content that should be turned into document sets. Well there are a few ways you can accomplish…

0

Creating a Pitchbook – Putting a Button in the Document Set Ribbon and Downloading Document Sets as a Zip File (Part 5)

Once again this is Quentin, this time with part five of the pitchbook series of articles demonstrating document set customization. For this post I am teaming up with Carlos, a developer at Microsoft that worked on Document Sets. Today we are going to demonstrate customizing the document set ribbon to add a button that calls…

0

Creating a Pitchbook – Getting Related Pitchbooks with a Content Query Web Part and Page Query Strings (Part 4)

This is part four of my series of posts on customizing document sets. You may want to look at these other articles if you haven’t already seen them. Introducing Document Sets Creating a Pitchbook – Customizing Document Set Settings (Part 1) Creating a Pitchbook – Customizing the Document Set Welcome Page (Part 2) Creating a…

4

Creating a Pitchbook – Closing the Pitchbook with Document Set Workflow Actions (Part 3)

Once again this is Quentin, the Duke of Document Management. Today I am posting part three of the document set Pitchbook how-to series. This series of posts covers the various aspects of customizing a document set content type. Document sets allow you to manage workflows on related documents. Workflows on document sets work just as…

6