Setting Up the Content Organizer
One of the challenges of setting up a content management system is creating a consistent method to categorize and store information. Even if you have a well-defined set of criteria and metadata to organize your data and documents, the users who ultimately contribute material to the system do not always understand your organization system. This leads to several undesirable results: duplicated documents, documents placed in the wrong locations, and frustration among users who cannot find the information they need.
The content organizer is a feature that enables users to submit documents to a central location and then uses a set of rules to automatically route the documents to locations that you specify. This takes the guesswork and inconsistency out of document storage.
This lesson will describe how to configure and use this feature to enable users to more efficiently and consistently organize their documents and data. Note that this feature does not exist in SharePoint Foundation 2010. You need at least the standard license to access this functionality.
The Content Organizer's Functionality
The content organizer creates a special document library called the drop-off library at the site where the content organizer feature is located. Users can submit documents to the Document Center using the button on the home page of a Document Center site template or simply by adding documents directly to the drop-off library as they would to any SharePoint ...