You can configure the default folders that are created within each new library or document set by specifying the folder structures in XML configuration files.
Document Set Folders
You can configure the default folders that are created within each new document set by specifying the folder structures in the DocSetWithFoldersConfiguration.xml configuration file located in your solution resource library.
This file allows you to specify the sub menu options that are presented on the New Document Set right-click menu and the folders that are created for each of those sub menu options.
How to configure
Configuration filename: DocSetWithFoldersConfiguration.xml
Resource library location: Extensions/CreateNewDocumentSet
Sample File:
<?xml version="1.0" encoding="utf-8" ?>
<DocSetWithFoldersConfiguration>
<ContentType Name="Project Document Set" DisplayMenu="Large">
<dir name="Background Information"/>
<dir name="Correspondence">
<dir name="Client Correspondence"/>
<dir name="Internal Correspondence"/>
<dir name="Vendor Correspondence"/>
</dir>
<dir name="Data"/>
<dir name="Email"/>
<dir name="Finance"/>
<dir name="GIS and Maps"/>
<dir name="HR"/>
<dir name="Logistics"/>
<dir name="Photograph"/>
<dir name="Report"/>
<dir name="Scope of Work"/>
<dir name="Schedule"/>
<dir name="Site Cards"/>
</ContentType>
<ContentType Name="Project Document Set" DisplayMenu="Small">
<dir name="Correspondence"/>
<dir name="Data"/>
<dir name="Email"/>
<dir name="Finance"/>
<dir name="Report"/>
<dir name="Scope of Work"/>
</ContentType>
</DocSetWithFoldersConfiguration>
Options:
For each required sub menu option, add a <ContentType> </ContentType> section to the configuration file specifying the document set content type that must be present for the option to be enabled (Name) and the menu option label (DisplayMenu). e.g.
<ContentType Name="Project Document Set" DisplayMenu="Small">
The above will add a sub menu option labelled Small which is be enabled only when the Project Document Set content type is present in the library in the selected location and selecting that option will create a new document set using the Project Document Set content type.
Setting the Name to "Folder" will create a parent folder instead of a document set.
Within each <ContentType> section, specify the folders and sub folders that are to be created.
<dir name="Correspondence"/>
<dir name="Data"/>
Sub folders can be defined by nesting them within a section for the parent folder. e.g.
<dir name="Correspondence">
<dir name="Client Correspondence"/>
<dir name="Internal Correspondence"/>
<dir name="Vendor Correspondence"/>
</dir>
The above will create a folder named Correspondence with s sub folders. You can create sub folders within sub folders by repeating the nesting within a sub folder. e.g.
<dir name="Correspondence">
<dir name="External Correspondence">
<dir name="Vendor"/>
<dir name="Landlord"/>
<dir name="Tenant"/>
</dir>
<dir name="Internal Correspondence"/>
</dir>
Note: Pay particular attention to ensure each line/group contains a closing tag, /> or </dir>
Library folders
You can configure the default folders that are created within each new document library by specifying the folder structures in the NewLibraryContenets.xml configuration file located in the Extensions>CreateNewLibrary folder of the solution resource library.
Specify the folders and sub folders to be created for each library type.
In the example above FolderStructureOne has no default sub folders below the library and FolderStructureTwo will contain sub folders D, E and F
Note: The FolderStructure Name values are referenced by in the NewLibraries.xml configuration file and should not be changed without also changing them there. You can however add additional folder structures or add, edit or delete folders in one of the existing FolderStructure entries.