Tuesday 12 June 2012

Content Organizer for a Document Library

http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2010/11/03/sharepoint-2010-cookbook-content-organizer-for-document-library.aspx

The other thing that happens after the activation is that SharePoint will create a document library named DropOffLibrary along with a RoutingRules list.  The Drop Off Library will be the default destination when a user tries to upload a document to this site.  The Routing Rules list, as its name implies, contains the rules for how a document is to be routed to its final destination.

  • Redirect Users to the Drop Off Library: Set this check box to force all uploads to go to the Drop Off Document Library.   When an individual document is uploaded, the document properties window for Drop Off Library is displayed, at which point metadata properties can be filled in and the submission process completed. After submission, the routing rules are applied to route the document appropriately and the user is shown the final URL for the item.
  • Sending to Another Site:  Set this property to allow rules to be created that direct uploads in the current site to be sent to another site in your SharePoint Web app.   The destination site must also have the Content Organizer feature installed and activated. You can only route documents within a SharePoint Web application.
  • Folder Partitioning: This features allow you to create a threshold limit on how many documents can be stored in a document library.  SharePoint 2010 recommends a maximum of 5,000 documents per folder. Once the limit is reached, you can instruct SharePoint to automatically create a new folder, route documents to that new folder, and let the user know about the URLs of the final destination.


  • the Content Organizer is a very cool feature in SharePoint 2010.  It allows you to capture a set of standard documents and route them to the proper destination, and the end user doesn't have to worry about where it should go.  This feature should be used in conjunction with Document IDs, Term Sets, and Metadata publishing in order to design an effective document management strategy for your SharePoint portal. 

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