Manage Document Sets
Categorize project documents using sets (also known as facets). Group and filter placeholders by attributes like level, package, document type, and project role for enhanced management and viewing.
- Related Topics:
- Create a Set Category
Create set categories to efficiently group related document sets for placeholders. - Create a Set
You can create a new document set for a selected category. - Edit a Set or Set Category
You can edit the details of sets and set categories. - Delete a Set Category or Set
You can delete a set category or set if it is no longer required. If a category has sets, you must remove those sets first before you can delete the category.
Parent Topic: How to...