Create Content Organizer Rules to Route Documents - SharePoint 2010 - EPC Group
1. Create content organizer rules to route documents
Applies to: Microsoft SharePoint Server 2010
Creating rules to route documents to specific locations in Microsoft SharePoint Server 2010 helps
expedite the process of filing records in their respective SharePoint libraries and folders. As a major
component of records management, creating rules to route records is also part of your file plan. Any
SharePoint site can be enabled for document routing. This article shows you how to create rules for
organizing and routing records within SharePoint Server.
NOTE You must first enable the content organizer feature and configure the organizer to route
records. The content organizer feature can only be activated at the site level.
Overview
Business documents originate from many different sources and often need to be stored in a way that
decreases vulnerability to regulatory compliance and litigation risks. After configuring the content
organizer to route records, you can establish and program specific content organizer rules that enable
you to automatically store records based on unique business rules and requirements.
In conjunction with using content types, creating rules to automatically route documents within a
centralized enterprise repository replaces the need to manually upload documents or other items to a
library or folder. Users fill out predetermined criteria for any given document and, based on the
predefined routing rules, the document is then routed to the correct library or folder. Content organizer
rules are stored as a SharePoint list.
The content organizer also helps you monitor and control the maximum number of documents that can
be stored in any given library. For example, if a document is added to a library folder that has a maximum
limit of 5000 items, the content organizer automatically creates a new folder and routes the document to
that folder.
WHERE CAN DOCUMENTS COME FROM?
Documents that are routed to specific libraries or folders can come from various sources. As part of a
records management process, documents can come from:
Client applications, such as Microsoft Word, when you use the Save As function.