Follow

Working with document sets

This guide describes how to work with document sets in WorkPoint365

Open the advanced document wizard
Open the advanced document wizard
  1. Click the button either from the front page or from a site.
Define the entity
Define the entity
  1. Choose the business module
  2. Search the entity
  3. Results will appear
Select templates
Select templates
  1. Choose the language of the templates
  2. Select templates group(s)
  3. Select which templates to include in the set
  4. Click the "+Add" button to search for other templates or documents across the system  
Search documents and templates
Search documents and templates
  1. Choose where to search - in a single site, template library or across the system
  2. Enter search text
  3. Use refiners to filter results
Select other documents
Select other documents
  1. Search
  2. Select
  3. Add document
Save the document set
Save the document set
  1. Choose the library where to store the document set
  2. Select the type of document set - choose from indivicual files, SharePoint document set or merged into one file.
  3. Provide a name
  4. Set the content type
  5. The document set will now be created
Have more questions? Submit a request