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  • 7 месяцев назадОпубликованоDaniel Anderson

How to Create Automated Project Templates in SharePoint Using Document Sets

Learn how to create automated project templates in SharePoint using Document Sets! In this tutorial, you'll discover how to set up customized structures with folders and default documents that can be replicated with just one click every time you create a new project. 🔍 TIMESTAMPS: 0:00 - Introduction 0:35 - Enabling Document Set Features 1:00 - Creating a Custom Content Type 2:00 - Adding Metadata Fields to Project Document Sets 2:58 - Setting Up a New Project Library 3:30 - Enabling Content Type Management 4:00 - Adding Default Content to Document Sets 5:00 - Creating Folder Structure inside Document Sets 6:00 - Adding Template Documents to Folders 7:00 - Creating Project-Specific Document Types 8:35 - Customizing Project Document Metadata 9:35 - Testing Your Single-Click Project Setup 11:00 - Pro Tips for Document Set Management 💡 This SharePoint technique helps you: - Save hours of repetitive setup time - Ensure consistent project documentation - Automate folder structures across your organization - Customize metadata for different document types Want more SharePoint productivity tips? Subscribe to my newsletter for weekly insights, tutorials, and time-saving techniques: