Create a Set

You can create a new document set for a selected category.

To create a set:

1. Navigate to the project, click the DLM tab, and then click the Administration tab.
   If the Administration tab is not displayed, it means that you do not have the rights to administer the DLM settings for the project.
2. Click Available Sets.
3. On the Manage Sets screen, click next to the category for which you want to create a set.
4. On the Create Set window, enter a name for the set.
5. Select any of the following options:

   Option	Description
   Remove On File Change	Select to automatically remove the set from the document placeholder when the original placeholder file is superseded
   Make Unavailable	Select to prevent the set from being assigned to document placeholders

6. If the set category permits exceptions, define them in the Availability section. For example, make the set available to selected projects only, or for all projects except selected ones.
7. To change the document pools where the placeholders are stored, click , and then select or deselect the desired pools.
   The default document pool cannot be removed.
8. Click Save.