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Everything You Need to Know about Document Sets

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Everything You Need to Know about Document Sets

  1. 1. Everything you need to know about Document Sets<br />Ágnes Molnár<br />SharePoint Server MVP,<br />Senior Solutions Consultant<br />
  2. 2. About the Speaker...<br />Ágnes Molnár<br />SharePoint Server MVP<br />Senior Solutions Consultant, BA Insight<br />http://www.BAInsight.com<br />http://aghy.hu<br />E-mail: Agnes.Molnar@BAInsight.com<br />Twitter: @molnaragnes<br />
  3. 3. Document Management in SharePoint 2010<br />Document Libraries & Folders<br />Content Types<br />Document Sets<br />Metadata Management<br />Document ID<br />Workflows<br />Content Organizer Rules<br />Office 2010 Integration<br />Office Web Apps<br />SharePoint Workspace 2010<br />
  4. 4. Document Sets<br />Similar to File Folders<br />Similar to Paper Folders<br />But Very Different...<br />
  5. 5. File Folders vs. Document Sets<br />Document_1<br />Document_F1_1<br />Document_2<br />Document_F1_2<br />Folder_1<br />Document Library<br />Folder_F1_1<br />Folder_F1_1_1<br />Document_F1_1_1_1<br />Folder_2<br />DocumentSet_F1_1<br />Document_DS_F1_1_1<br />Folder_3<br />Document_DS1_1<br />DocumentSet_1<br />Document_DS1_2<br />
  6. 6. File Folders vs. Document Sets<br />Prefer Folders:<br />If you need a hierarchy inside<br />If you don’t need the extra capabilities of Document Sets<br />If you need target documents here by Content Organizer Rules<br />Prefer Document Sets:<br />If you don’t need hierarchy inside<br />If you do need the extra capabilities<br />For example:<br />Contracts<br />Proposals<br />Project documents<br />Usability studies<br />Knowledge Management repositories<br />
  7. 7. Paper Folders vs. Document Sets<br />Shared Properties<br />Workflows<br />Customized „Welcome Page”<br />Default Content<br />Document Set Content Types<br />
  8. 8. Organizing your Content<br />Shared / Unshared Properties<br />Views<br />Workflows<br />Content Organizer Rules(!)<br />
  9. 9. Thank you!<br />E-mail:aghy@aghy.hu<br />Twitter:@molnaragnes<br />Blog:http://aghy.hu<br />

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