How do I set up a custom Document Set welcome page view in SharePoint 2025 to show its documents?

Question

Here's the situation: I have created a custom content type in my company's admin Content Type Gallery page, with its parent being the DOCUMENT SET type. I also created a custom type inherting from the document type and made it so it is the only allowed type in the custom document set I created. Now I want to create a welcome page view so that every time I click a document set in my site, I can see its documents. The problem is: the "welcome page view" option is not there anymore. All the tutorials I found were from many years ago and it seems SharePoint has changed a lot since then and I can't find this option. How do I do this in the latest version of SharePoint? Is there a way to enable back the "WELCOME PAGE VIEW" section of the document set settings? Thank you!

Answer 1

Hello @JORGE MACHADO QUINTANILHA NETO,

Thank you for posting your question in the Microsoft Q&A forum.   

In SharePoint 2025, some UI elements may be hidden or moved depending on your site's configuration or permissions. If you don’t see the Customize Welcome Page option: 

• Make sure you're editing the parent Document Set content type, not just a list item. 
• Confirm you have site collection admin permissions. 
• Try accessing the settings via classic SharePoint view if available. 
• Use the SharePoint Admin Center to manage content types centrally.

You can follow these steps to Customize the Document Set Welcome Page: 

1.Go to Site Settings: 

• Click the gear icon in SharePoint. 
• Select Site Settings. 

2.Access Site Content Types: 

• Under Web Designer Galleries, click Site content types. 

3.Select Your Document Set Content Type: 

• Find and click the name of your custom Document Set content type. 

4.Open Document Set Settings:  

• Under Settings, click Document Set settings. 

5.Customize the Welcome Page: 

• In the Welcome Page section, click Customize the Welcome Page. 
• This opens a Web Part page you can edit like any other SharePoint page. 

6.Edit the Page: 

• Use Edit Page from the Site Actions menu. 
• Add or modify Web Parts: 
  • Document Set Properties Web Part: shows metadata. 
    • Document Set Contents Web Part: shows the documents inside the set. 

7.Save and Apply Changes: 

• After editing, return to the Document Set Settings page. 
• Choose whether to update the Welcome Page for content types that inherit from this one. 
• Click OK to save. 

For your reference: Customize the Welcome Page for a Document Set

Please understand that our initial response does not always resolve the issue immediately. However, with your help and more detailed information, we can work together to find a solution. 

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Answer 2

For anyone looking for the final answer to this specific issue, here it is.

EDIT: I finally found a way. Updating this page so if anyone stumbles upon this, there is a solution, albeit not an ideal one and full of potential issues. Microsoft should really look into this asap.

Step-by-step:

1. Create the custom document set type in the modern <Admin Center Content Gallery>.
2. In the desired site, create a library and in this said library, set your content types so it shows under the <Content Types> section in <Library Settings>.
3. Inside the library, create a view for the custom document set type you created. You might set this view as default if you'd like.
4. Now, create another view in which you set your filter and columns to whatever type you need inside the document set.
5. Now, and here's the catch that the ms support missed: go back into the <library settings>, under <content types>, click on your custom document set type, and you should get to a <settings -> list content type> classic page.
6. In this page you need to click on <advanced settings>, set <read only> to <NO>. Click OK and you should be back to the list page.
7. Now, the <document set settings> link should show up. Click it and scroll down all the way.
8. Finally, and I really mean FINALLY, the Welcome Page View section should be visible. Set it to your custom view (the one you created to show the inside of a document set folder). Now it should work as intended.
9. You can go back and reactivate read only again now.

The obvious problems that this half-baked "solution" raised:

Deactivating read-only, even if only for this configuration alone, is nonsensical. If the admin group created something in the admin center gallery that is meant to be centralized and not editable, that should be the only place to do this kind of change.

This is a library-level configuration (which is precisely the point that the tech support missed). I created a content to be inherited to an entire ecossystem of sites. If I need to execute this configuration in every library (which are even more numerous than the amount of sites we have here), that is not something I'd call viable.

Which raises another issue: we'd need to create an automated script or routine, maybe through powershell or power automate, to propagate this change to every site/library in our company. What is the point of having a centralized admin center to create and publish a custom content type then?

And how is this not a default behavior of Document Sets already? It seems very logical that everyone who clicks in a folder wants to see the contents of the folder with its own metadata, and the same logic applies to document sets.

Answer 3

Hi @JORGE MACHADO QUINTANILHA NETO,

Thank you for your clarification. Your workaround will help users with similar issues find solutions to their problems easier.

Let me repeat again what i understand from your opinion:

To enable Welcome Page View:

1. Create Custom Document Set Type
   • Use the Admin Center Content Type Gallery to create a custom content type inheriting from Document Set.
2. Set Up Library
   • In your target site, create a document library.
   • Enable content types so your custom type appears under Library Settings > Content Types.
3. Create Views
   • Create a view for the Document Set type (optional: set as default).
   • Create another custom view to show contents inside the Document Set folder.
4. Access Classic Settings
   • Go to Library Settings > Content Types, click your custom Document Set type.
   • This opens the classic List Content Type settings page.
5. Unlock Advanced Settings
   • Click Advanced Settings, set Read Only to NO, and click OK.
6. Enable Welcome Page View
   • Back on the list page, the Document Set Settings link should now appear.
   • Click it, scroll down to find the Welcome Page View section.
   • Set it to your custom view created earlier.
7. Re-lock (Optional)
   • You can go back and set Read Only to YES again.

Important notes:

• To configure the Welcome Page View undermines this centralization, we need to deactivate "Read Only" at the library level.
• The Welcome Page View must be manually configured in every library, which is not viable—especially when libraries outnumber sites.

I'm sincerely sorry you're dealing with this inconvenience.

I encourage you to submit feedback and upvote existing feature requests to show demand from the community at SharePoint · Community, since your idea can really reflect closer to users' experience. I hope the Product Team will update this feature in the shortest time.

In the meantime, you can check Microsoft 365 Roadmap for updating features in the future. I will also forward your feedback to the appropriate team for further consideration.