Forum Discussion
LincolnDeMaris
Microsoft
Apr 17, 2019Update: Document Sets in Modern Document Libraries
I am pleased to announce some updates on the plan and timeline for improving the Document Set experience in modern document libraries.
In January, we communicated a March delivery date for thes...
Roland_Tester
Aug 23, 2019Copper Contributor
You mentioned: “This change will not affect document sets that use welcome pages that have been configured with custom HTML or web parts; those welcome pages will still be displayed in classic mode, as they are today. ”
I have a customer in this position who wants to get the modern experience. How do you safely revert back from a classic customized Welcome page to get the modern document set experience?
I have a customer in this position who wants to get the modern experience. How do you safely revert back from a classic customized Welcome page to get the modern document set experience?
MarkBullard
Aug 23, 2019Copper Contributor
Hi Roland - You'll need to edit the Welcome Page by generally following these steps: 1) Within a specific Document Set's settings, click the link to "Customize the Welcome Page" 2) Click the Page ribbon at the top of the next webform, then click the "Edit Page" within that ribbon 3) Delete all web parts in zones 1-4 (to confirm all custom Web Parts have been removed) 4a) Add Image Viewer to zone 1 by clicking "Add a Web Part" within the Zone 1 box (click "Add a Web Part", then the "Media and Content" category, then the "Image Viewer" part, then press the "Add" button to add it to the selected Web Part ) 4b) Add Document Set Properties to zone 2 (under the "Document Sets" category) 4c) Add Document Set Contents to zone 3 (under the "Document Sets" category) 4d) Keep zone 4 empty 5) Click the "Stop Editing" button back on the Page ribbon to confirm the updates. I've asked Lincoln and Co to consider adding a button in the future that reverts the Welcome Page back to this default to save these steps, which you'll need to perform for each Document Set content type for each library previously using the classic view.
- Roland_TesterAug 26, 2019Copper ContributorThanks Mark, I was able to complete the project today using these tips.
- Roland_TesterAug 23, 2019Copper Contributor
Thanks for those tips. I will definitely validate this in a test environment so I don't blow up my customer's site inadvertently. I wish there was an undo. Good idea about the reset button.