Contents
Navigate to the site for which you want to create Content Organizer rules. On the Quick Launch panel, to see the Site Contents options, select More. From the Apps menu line, select Settings. On the Site Settings page, under the Site Administration section, select Content Organizer Rules.
How does content organizer work in Microsoft Office?
The Content Organizer can automatically do the following tasks: Route documents to different libraries or folders In effect, the Content Organizer acts as a gatekeeper for documents. Each time that a document is uploaded, the Content Organizer uses rules that you created to determine where it should move the document.
When to send an email to content organizer?
Content Organizer can send an email message when a submission does not match a rule, or when any content is submitted to the Content Organizer. Note: Email must be configured by your SharePoint or network administrator for the server or service for these checkboxes to be enabled.
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.
Which is an example of a content organizer?
This topic provides a conceptual overview of the Content Organizer and maps it to the programming model. It introduces how documents flow through the Content Organizer, how users create and manage rules, how to use constraining rules and conditions, and how the Content Organizer routes content.
How to create content organizer rules to route documents?
Rules are based on a combination of content types and metadata. This article describes how to create rules for organizing and routing documents or records. Any SharePoint enterprise site can be enabled for document routing. Important: You must first enable the Content Organizer feature and configure the organizer to route records.
How does drop off library work in content organizer?
Drop Off library Documents that don’t match a rule, or that are missing required metadata are sent to the Drop Off library so that users can enter required metadata. Or, you can configure the Content Organizer so that all uploaded documents are temporarily routed to the Drop Off library.
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.