Contents
How to use Content Organizer?
Activate the Content Organizer feature on a site
- Navigate to the site that you want to configure.
- Click Settings. and then choose Site settings from the drop down menu.
- On the Site Settings page, in the Site Actions group, click Manage site features.
- Next to the Content Organizer feature name, click Activate.
What is a content organizer?
An organization keeps lots of documents for its various departments in different locations. Content Organizer feature helps to streamline the process of uploading the document and routing to the target library based on document properties. Activate Content Organizer Feature.
What is a Drop Off library?
The Drop Off Library was introduced in SharePoint 2010 and is still available in SharePoint 2013. Its purpose is to automatically route documents from a “dumping ground” (in the form of a document library) to the appropriate location (another document library) based on content types.
What is routing slip pattern?
A routing slip is a configuration that specifies a sequence of processing steps (services). This routing slip must be attached to the message to be processed. Each service (processing step) is designed to receive the message, perform its functionality (based on the configuration) and invoke the next service.
What is routing in project management?
Routing lays down the flow of work in the plant. Taking from raw material to the finished product, routing decides the path and sequence of operations to be performed on the job from one machine to another. The purpose of Routing is to establish the optimum sequence of operations.
How do I create a rule in Microsoft lists?
With the list open in Microsoft Lists, SharePoint, or Teams, near the top of the page, select Automate and then Create a rule. Under Notify someone when, select a condition that triggers the rule. For example, A column changes. Your selection here creates a rule statement that you’ll complete in the next step.
How to configure the content organizer to route documents?
Navigate to the site for which you want to configure the Content Organizer to automatically route documents to specified locations. Click Settings and then choose Site settings from the drop down menu. For SharePoint, click Settings, click Site content, and then click Site settings.
How to create rules to route documents in SharePoint?
Create rules to route documents 1 Navigate to the site for which you want to create Content Organizer rules. 2 On the Quick Launch panel, to see the Site Contents options, select More. 3 From the Apps menu line, select Settings. 4 On the Site Settings page, under the Site Administration section, select Content Organizer Rules.
How to set up a content organizer on a website?
In the Site Administration group, choose Content Organizer Settings. Note: The Content Organizer settings link appears only if the feature is activated for this site. In the Redirect Users to the Drop Off Library section, select the check box to enforce the Content Organizer.
How to route documents to a different site?
In the Sending to Another Site section, select the check box if you want to allow rules to route documents to a different site. In the Folder Partitioning section, select the Create subfolders after a target location has too many items check box to automatically create subfolders after a location has exceeded a specified number of items.