Add “Link to a Document” Content Type to the Default Content in a Document Set in SharePoint 2010


The Document Set feature in SharePoint 2010 is a great addition to the document management functionality of the platform. Today we used the document set to make it able to prefill a folder with a predefined set of documents. One document which should be added as default content is the “Link to a Document” contenttype. Which is a difficult one because you don’t have a template file like a docx or xsls. After some try and error I found a solution to template the Link to a Document page.

· Create a Link to a Document or other content type with Link to a Document as parten in a document library

· Use a dummy url for the Document URL and click OK

· Open the site with SharePoint Designer, Select all files

· Select the Link to Document you created in the Document library and choose export in the context menu

· Go back to the SharePoint Site and navigate to Site Content Types

· Open the Document Set where you want to add the default content and open Document Set settings

· Select the Link to a Document content type and choose browse to select the saved file and upload it

· Now you are able to use the Link to a Document content type to add as default content!

Notes:

– You can also use this trick to set the template as the template for the content type, instead of the default /_layouts/CreatePage.aspx

Default Custom View for Document Set in SharePoint 2010


When working on a Document Management Solutions with Document Sets I had a struggle to find out how to select a custom view to use within a Document Set. After my search I would like to share this information with you. The next steps will help you to accomplish this.

· Go the the document library settings

· Define a new view for the document set on the document library

· Define your view and optionally choose where you are able to select this view

· Click on OK

· Click on the Document Set Content Type

· Click on Document Set Settings

· At the end of the screen you will find a drop down list under “Welcome page view” where you can select default view

Somehow the procedure makes sense, but you have to know it.