Document Sets

A set is a defined collection of document versions which allows you to group your project documents together.

Watch this video to learn how to work with sets in Document Management.

View Sets

1. In Document Management, click the Folders tab.

2. Select a folder.

3. In the left panel, select the Sets view.

   Tip: If you select the Folders view, you can see which set a document belongs to in the Set column, and filter documents by set.

4. In the Sets view, use the drop-down list to select the desired set.

   By default, the Current set is selected, which displays the latest version of each document in each set.

Manage Sets

1. Follow steps 1-3 from the View Sets section above.

2. Click Manage sets.

3. To edit an existing set, click the name or the issuance date, and edit as required.

   Tip: You can search for existing sets, or sort them alphabetically by name, or by date.

4. To create a set, click Create new set.

   Note: Only project administrators can create sets.

5. Specify a set name, and optionally select an issuance date, which indicates when the documents should start being used by the project members.

6. Optionally, select Create another to create additional sets without closing the dialog.

You can select documents, in either the Folders or Sets view, and click the Edit set assignment button to remove them from a set, move them to a new set, or move them to an existing set. You can also create sets during document upload.

Delete Sets

1. Follow steps 1-3 from the View Sets section above.

2. Click Manage sets.

3. Hover your cursor over the set and click the More menu.

4. Click Delete

   

5. Confirm that the set should be deleted.