A document set allows an organization to collect related documents and group them together. When grouping the related documents together, they can be treated as one when it comes to metadata, workflow, versioning, and compliance.
For example, a document set for obtaining a mortgage loan can consist of the following forms—credit application, asset list, employment history, deed, and sales contract.
When buying a house, there are many forms to be filled out. They are methodically handled by several different parties—the bank, the seller, the real estate company, and so on. It all starts with a mortgage application. The application is submitted and a workflow kicks off for each item such as getting a credit report, appraisal on the property, employment verification, among other things.
Once the individual workflows come back with information, the application is then submitted to another party, which must approve the loan. Each workflow item is kicked off independently...
