Set Up Document Sets
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.
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