How do you use content organizer?

How do you use content organizer?

Activate the Content Organizer feature on a site

1. Navigate to the site that you want to configure.
2. Click Settings. and then choose Site settings from the drop down menu.
3. On the Site Settings page, in the Site Actions group, click Manage site features.
4. Next to the Content Organizer feature name, click Activate.

What is a SharePoint drop off library?

What is Drop off Library in SharePoint? The Drop off library comes with content organizer feature is basically a way to set up one folder for users to upload files to it and automatically route the files to the appropriate locations that you have configured using content organizer rules.

Where is SharePoint server publishing infrastructure?

First you must activate SharePoint Server Publishing Infrastructure for the site collection.

• Click on the settings gear and select Site settings.
• In the Site Actions group, click on the link ‘Manage site features’.
• Scroll down to SharePoint Server Publishing and click on the Activate button.

How do I create a rule in SharePoint?

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 do I enable metadata navigation in SharePoint 2013?

Enable metadata navigation and filtering

1. Click Settings. , and then click Site Settings.
2. Under Site Actions, click Manage site features.
3. In the Features list, find Metadata Navigation and Filtering, and then click Activate.

How do I activate SharePoint server?

First you must activate SharePoint Server Publishing Infrastructure for the site collection.

1. Click on the settings gear and select Site settings.
2. In the Site Actions group, click on the link ‘Manage site features’.
3. Scroll down to SharePoint Server Publishing and click on the Activate button.

How to activate the content organizer in SharePoint?

To activate the Content Organizer feature for a site Navigate to the site that you want to configure. 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 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 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 manage folder size in content organizer?

Manage folder size You can configure the Content Organizer to monitor the number of items in folders, and ensure that no folder contains more than a specified number of items. By default, this limit is 2500 items, and when item number 2501 arrives, the Content Organizer automatically creates a new folder and places the document in it.