Set Up Document Sets

Perform the following steps to set up document sets on Info Exchange.

Document sets are visible only to Project Center (internal users) on Info Exchange.

To set up document sets

●        The Document Sets log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

●        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

●        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

●        You must be assigned to a permission set that grants access to view the Document Sets log. For information on assigning a project team member to a permission set, please see Permission Sets.