Modify Document Set dialog box

2 minutes
12 months ago

Modify Document Set dialog box

Use this dialog box to edit the contents of the selected document set.

You can drag and drop folders and files into this dialog box.

Name

Enter a unique name for this document set.

Members

Click to open the Choose Project Team Members dialog box to add project team members to this document set.

Status

Select the status of the document set.

Mark this checkbox to add the image files in this document set to an Info Exchange image gallery. Info Exchange has three image galleries (A, B, and C) you can choose from that you select from the drop-down list.

 

Refer to the Project Document Sets activity center topic, which contains the same information.

 

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. to the document set, if applicable.

 

To access this dialog box

Select a document set from the Project Document Sets activity center, then click Modify from the Tasks panel.