SharePoint Folders vs Doc Libraries vs Doc Sets - The RIGHT way to store documents
7,726
Published 2024-05-20
00:00 Introduction to SharePoint Document Storage
00:29 Using Folders for Doc Management
00:57 Limitations of Folders
02:33 Switching to a Flat Document Library
03:02 Grouping and limitations
03:37 Introducing Document Sets
04:12 Setting Up Document Sets
04:42 Customizing Document Sets
05:15 Advanced Features of Document Sets
06:43 Benefits of Document Sets
07:12 Conclusion and Recommendations
Sylvie Letourneau van Lieshout
www.linkedin.com/in/sylvie-letourneau/
Therman Trotman
www.linkedin.com/in/therman-trotman-15790b33/
SharePoint Maven
/ @sharepointmaven
Andrew Hess
/ @andrewhess123
Daniel Anderson
/ @danielandersonau
All Comments (19)
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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.
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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.
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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!
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You are one of the best instructors i have ever seen in youtube. thanks for your time and wish you all the best.
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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🌝
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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
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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.
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How does it work when when syncing with one drive and someone adds a folder locally? Where's the metadata?
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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!
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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
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A lot of interesting info here! Many thanks 😊
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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?
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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?
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Love this one 🤩
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You uploaded a document into Document Set Settings>Default Content. Can you expand on what is in this document?
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You skipped over a fair bit of setting when making the docset there.
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I’m so confused.
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Microsoft really made all this into rocket science. It is all so darn confusing
