Monday, May 17, 2010

SharePoint 2010 Content Organizer

The following is a very quick overview of the SP2010 Content Organizer feature.  Not just for records management!

  • This is a web scoped feature you can enabled on any site
    • It creates a Drop Off Document Library and adds new settings on the Site Settings interface

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  • You can then define rules for moving content about based the content type and meta-data associated with the content
    • This could involve dropping a document into a specified library or moving it to another site entirely

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  • Users can then upload a document to the Drop Off Library (you can change this name) and the document will be automatically routed to the correct location if a rule matches
    • This is awesome for helping maintain an IA
    • Makes life easy for the users as they don’t have to worry about which folder to drop a document into
    • You could even prevent users uploading documents to ANY other doc lib in your site so your rules handle the placement of everything
  • If no rules are matched then the document remains in the Drop Off Library and an admin can manually move it

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