Then, in the field provided, enter the name that is used on the other site, and select Add. If the content type that you selected has a different name on another SharePoint site, under Alternate names, select the checkbox. The group that you select determines the content types that you can choose from in the next step. By doing this, submissions to the Content Organizer are labeled with the selected content type, and properties used in the conditions of the rule are identified. In the Submission’s Content Type section, associate the rule with a content type. If you do not want this rule to apply to incoming content, select Inactive. Then, select a priority to determine how content is routed should it match more than one Content Organizer rule. In the Rule Status and Priority section, to apply the rule to incoming content, select Active. In the Rule Name section, enter a name that describes the rule’s conditions and actions. On the Content Organizer Rules page, in Click to add a new item, select add.
On the Site Settings page, under the Site Administration section, select Content Organizer Rules. On the Quick Launch panel, to see the Site Contents options, select More.įrom the Apps menu line, select Settings. Navigate to the site for which you want to create Content Organizer rules. Note: You must have at least Site Owner permissions to create rules to route documents. Or, you can configure the Content Organizer so that all uploaded documents are temporarily routed to the Drop Off library. Site content types Every document must have a content type, and users can add appropriate site content types manually to target libraries.ĭrop 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. Target libraries and folders Content stewards or records managers manually create libraries and folders where documents should be routed, and designate these libraries as target libraries. The document routing process is made up of several elements: The Drop Off library, which is automatically created when you activate the Content Organizer feature, serves as the default location. You can route documents to a library or folder in a Records Center site or any other kind of SharePoint site. Top of Page Understand how documents are routed In them, the content type can be part of the criteria that determines the final location where a document is stored.
MULTIPLE DROP OFF ZONES SIMAIRPORT HOW TO
To learn about how to create libraries, see Create a document library in SharePoint.Ĭontent types must be associated with documents that are to be routed. For example, create a library just for e-mail records or Excel spreadsheets. You might want to create folders for each type of document that you are routing. In this articleīefore you create rules for routing documents, you must follow several important steps.Ĭreate libraries and folders that you want documents to be routed to. For more info about how to configure Content Organizers, see Configure the Content Organizer to route documents. Important: You must first enable the Content Organizer feature and configure the organizer to route records.
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