A document set is created by selecting  File    New    Document Set  in the top menu. A document set is represented by the icon. Since a document set is also a folder, folders (and recursively sub-folders within these folders) may be created within a document set. Templates may be located at any place in the folder hierarchy of a document set.

During the evaluation process, new documents — as specified by the evaluation parameter document (see below) — are created automatically.