In this article, we look at the following:
Nintex Workflow 2013 and 2010 supports setting workflows on Document Sets and items within the document set. When setting a workflow for a document set, there are three workflow actions which are specific to document sets which can be used for workflows that are set for a document set.
Capture Document Set Version: Saves a version of the current properties and documents in a document set.
Send Document Set to Repository: Used to specify by what method and to which repository or records center a document set is sent.
Set Document Set Approval Status: Used by the workflow to update the built-in SharePoint approval status of the document set.
Whenever you want to use Document Sets, you will need to add the Document Set content type to the document library.
In a document library, click on the Library tab. In the Ribbon, select Library Settings and then Advanced Settings. In the Allow the management of content types field, select Yes.
Click Ok. On the Document Library Settings page, navigate to the Content Types section. Click on Add from existing site content types. In the Add Content Types page, select Document Set Content Types.
Click Add, and then Ok.
Return to the document library. In the Ribbon, select the Files tab. In the New Document drop down list, you will find the Document Set option. When you click on Document Set, enter a name for your document set, and a description is you wish. Click the Ok button.
Your Document Set will start off as an empty container where you can now add documents.
You can then upload documents to the Document Set. Workflows can be applied to the items inside the Document Set and to the Document Set itself.