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I've searched through lots of similar questions, but surprisingly have not found one that matches up with what I am doing.

I am using Document Sets for a HR document library; each Doc Set automatically creates 5 folders.

Each folder will use different content types.

I will assign custom templates to be used for some of the content types, things like letter templates with the company logo.

Here is an example of a Document Set with the 5 folders.

Doc Set screen shot showing 5 folders

I would like to make the 'Contracts' content type available only within the 2 - Contracts, T_Cs, Employee Benefits folder. At present it is only possible to do New Document>Contracts content type at the Document Library level (see screen shot below):

Available content types

If I try to add New Document>Contracts with an Employee Document Set e.g. Joe Bloggs/2 - Contracts, T_Cs, Employee Benefits>New Document, I can not choose the Contracts content type:

No Contracts content type available

I'd like to make Contracts available at the folder level and unavailable at the Document Library Level as only new Document Sets should be set up there.

Update - additional picture referenced in comments

List Content Type Picture

Referenced Links:

Link, Link, Link, Link

  • As far as I know, content types are added to libraries only, not folders. – Murphy Dec 21 '17 at 13:32
  • I'll add an additional screen shot of what I found in Library Settings>Content Types (I select my Employee content type)>List Content Type>Document Set Settings>Allowed Content Types. From this menu it appears that you can define the content types to be used within the document set. – Tally Dec 21 '17 at 13:51
  • I haven't tried this, but I'd guess using content organizer (with a Drop Off Library obviously) this should be possible. Sure it's a bit away from your initial approach. – moe Dec 22 '17 at 7:41
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Cameron Dwyer's excellent blog post had the answer. I had not been using folder content types, which are used in this Sharepoint configuration. This is why I had been unable to configure individual folder-level views (for my purposes each folder = an individual content type).

The solution involved creating multiple Folder Content Types and adding those CTs to the Document Library.

Here is what I was stuck on - I made a note of it for myself, but thought I'd share a screenshot of it for other peoples benefit in case they hit the same problem.

Folder content type views

For further reading, Cameron also posted an answer to a question on SP SE.

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