Work with Document Sets

ClosedEdit a Document Set

  1. On the Document Sets list, select a document set, and then click the Edit icon.

  2. On the Document Set window, change the description and add or remove documents from the Tracked Documents list as required.

  3. Click Save.

ClosedCopy a Document Set

  1. On the Document Sets list, select a document set, and then click the Copy icon.

  2. Open the folder in which you want to locate the copy and then click the Paste icon.

  3. To change the name and edit the new document set, click the document set, and then click the Edit icon.

ClosedMove a Document Set

  1. On the Document Sets list, select a document set, and then click the Cut icon.

  2. Open the folder to which you want to move the template and click the Paste icon.

ClosedDelete a Document Set

  1. On the Document Sets list, select a document set, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

ClosedRename a Document Set

  1. On the Document Sets list, right-click a document set, and then click Rename.

  2. Type the new name.