Create Content Organizer Rules to route documents in SharePoint 2013
Create Content Organizer Rules to route documents in SharePoint 2013
Description:
Hi, Today we are going to see How to Create Content organizer rules to route documents in SharePoint 2013. Creating rules to route documents for save the uploading document into a specific location in SharePoint site. To redirect incoming records to a folder within a document library, use the content organizer feature of SharePoint Server to configure routing rules to manage the redirects. We can use it whenever we need to route or redirect incoming content to any document library, Every organization save the documents with proper Naming conversation according to department or company name like 'HR_Document.doc'. So our scenario here user can upload the document,based on the document prefix it will save in the target Location(According to the content organizer rule)
Step1 :
First We have activate Content Organizer Feature in our SharePoint site,
Site Settings -> Site Actions ->Manage site features.
Here we will find Content Organizer feature, if it is Deactivated , we have activated
After Activate the Content Organizer feature, we can see
Two new Feature in a Site Administrator And More ever one
drop of library List will be added into our sharepoint site
Step2 :
We have to add Two document librarys for save the uploading documents.
Step3 :
Craeting Rule
Go to the setting -> Site Administration ->Click on Content organizer Rule
Here We have to create rule ,click on New Item Button
Like That we can create number of rules based on requirement or conditions.
Here i Created Two rules
Step4 :
Upload Document into the Drop of library
Our Uploaded document saved into the 'HR_Library' list based on rule
Same as above upload one more document into the Drop of Library
Our Uploaded document saved into the 'IT_Library' list based on rule
Step5 :
If u upload one more document with Different Prefix name into the Drop of Library
Our Uploaded document saved into the ' Drop of Library' list only because we didn't write any rule for this , so it will save into the Drop of library
Uploaded document will be save into the Based on our Rules and conditions