SharePoint Document Set Management Tips

May 31, 2026

Introduction

Tips working with document set. Document sets are basically folders in the background

Column formatting to display folder name into the library

Document set is a folder in the backend, hence could apply the following Json to see which document set a file has been moved to.

{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
  "elmType": "div",
  "txtContent": "=replace(replace(replace([$FileRef],[$FileLeafRef],''),'/sites/test/Shared Documents/',''),'/','')"
}

View to see all the document sets

Limitations

Nested document sets not allowed
A file don’t belong to two document sets

Advantages

Apply metadata to files within the document set
Manage as a logical grouping of files

Do

SharePoint document sets: when and why to use them covers usage and benefits of document sets.

How do we identify which document set a file is linked to and provides an easy way to navigate to the folder/document set

References

SharePoint document sets: when and why to use them