Creating a Document Set in Curate allows you to group related documents using keywords, dates, and other filters. This helps reduce the number of documents requiring review and makes it easier to access relevant content quickly.
To create a Document Set:
Log in to Curate
Click the Actions button
Select Create Document Set
A new, unfiltered Document Set will appear—initially containing every document in your data fabric
To filter and refine your Document Set:In the Search field, enter one or more keywords
Press Enter or Return to run the search
Use the available filters to narrow your results further
Tip: Refer to the Boolean Tips page for advanced search techniques
Once your desired documents are displayed, click Save
A confirmation pop-up will appear in the bottom-right corner, indicating your Document Set has been successfully saved.
