A great new feature in SharePoint 2010 is the content organizer. In SharePoint 2007, the only way to manage your documents was to use the Record Center Site template which didn’t really provide flexibility. Now in SharePoint 2010, the routing engine and supporting settings are encapsulated in a feature that can be activated in any site.
Enable the feature ‘Content Organizer’ at the site level:
Once the feature activated, you will notice two new settings links appearing on the site settings page:
Send To Another Site
In the Content Organizer Settings page, you will notice an option that let you send an item to another site. By default that option is not selected and therefore only allows the routing to happen within a site.
When the ‘Sending to Another Site’ check box is not selected in the Content Organizer Settings page, your rule setting page in the target location section will show as shown here:
When you do check that ‘Sending to Another Site’ check box, you will see a drop down list that will contain all your ‘Send To connections:
You can define and create your ‘Send to’ connections in Central Administration at :
Central Administration > General Application Settings > Configure Send To Connections
On the configure send to connections page, enter the url of your site and append the web service ‘OfficialFile.asmx’ :
Just keep in mind that the site your sending the item to must have the Content Organizer feature enabled as well.
Another interesting feature in the Content Organizer Settings page is the Folder Partitioning option.
With SharePoint 2010 you can automatically configure an item limit of the target location. Once the limit is reached, subfolders are created and used to store incoming items.
Content Types Filtering
You can now use Content Types and their metadata columns to define your rule:
Priority
You can also set a priority of your rules. When incoming items are going to be processed by the routing engine, rules with the highest priority are going to be processed first. A rule with priority of 5 will be processed before a rule of priority of 7 (which is lower). If all conditions in a rule are met, remaining rules are not processed and the item is automatically routed.
