Defining document sets

Create a document set for classic categorization or when using the Annotations API to access analysis results.

In an xCP environment, document sets are automatically created when associating discovered metadata to a content model. The document set name is based on the content model name.

To create a document set:

  1. Navigate to Administration > Content Intelligence > Document Sets.

  2. Select File > New > Document Set.

  3. In the Properties page, enter a name and description for the document set.

  4. Configure the document set as described in Configuring a document set.

  5. Schedule it as described in Scheduling a document set.

  6. Synchronize it as described in Synchronizing a document set.

Related topics: Document sets