Is taking inventory of files mandatory when creating Quick Create Set(s)?

Taking inventory of files when creating Quick Create Sets is optional. This means that while it can be helpful to understand the range and context of the files you are working with, it is not a strict requirement to proceed with creating those sets.

In practice, Quick Create Sets are designed to streamline the process of gathering relevant documents for a task or case. Users can choose to inventory files if they believe it will enhance their organization or understanding of the files at hand. However, for many users, the process can move forward without an inventory, focusing instead on the immediate needs of the project.

This flexibility allows users to adapt their approach based on their familiarity with the files or the specific requirements of their workload. Thus, while it may be beneficial in certain situations to take an inventory, it is not a mandatory step in the creation process for Quick Create Sets.