Add a document subset

If some of the documents in your document set are unsuitable for a specific purpose, rather than creating a duplicate document set, you can create a document subset within an existing document set. This enables you to use some of the existing documents as well as add additional documents to your overall document set. The benefit of this is maintaining a single document set and multiple document subsets rather than several document sets with similar or identical documents, making it easier to maintain and find your documents.

You can add a document subset by following these steps:

  1. Open the Documents window if it is not already open.
  2. Select the document set where you want to add a new document subset.

    The document set expands, and any other document sets collapse unless they are pinned open.

  3. Right-click the header of the document set, and then click Create Document Subset.

    A window is displayed so you can provide a name for your new subset.

  4. Type a name for the new document subset and click OK.

    The newly added document subset is added to the bottom of the list of subsets, and the document set is marked with an asterisk (*) to indicate that changes need to be saved.

  5. Optionally, add, copy, or move documents into your new document subset.