Select Document Set dialog box

3 minutes
10 months ago

Select Document Set dialog box

Use this dialog box to compare the selected Project Center item to the contents of a document set. Select the document set, then click OK.

Look in

Document Sets is the default. This field cannot be changed.

Select Item

You can filter the list of document sets by choosing a filter from the drop-down list, including all, active, or inactive document sets. The number of document sets for each filter category is indicated in parentheses next to the filter name.

Click to toggle between showing document sets for all users or only your document sets.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the document set that you are searching for, enter at least part of the text in this field. The list updates automatically as you type. For example, if the document set you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only document sets that have the number 30 somewhere in one of the columns.

 

Click to toggle between showing and hiding the column filter fields.

Clear

Click to clear all filters.

 

Columns

All columns are listed here. Right-click on any column header to add and remove columns.

Name

The name of the document set.

Status

The status of the document set.

Team Members

Project team members who are part of this document set.

This column lists any Project Center items linked to the document set.

Created By

The project team member who created the document set.

Date Created

The date on which the document set was created.

Last Modified By

The project team member who last modified the document set.

Date Modified

The date on which the document set was last modified.

Keywords

Any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. applied to the document set.

 

To access this dialog box

Select a Project Center item, then click Compare Contents to > A Document Set from the Tasks panel.