Welcome to our free SharePoint Power User Training tutorial. This tutorial is based on Webucator's SharePoint 2016 Power User Training course.
Content organizer is a SharePoint feature, which only comes with the pay versions of SharePoint, that provides document routing from a drop-off library. The feature is enabled at the site level and the drop-off library is created as part of the feature activation. Once the drop-off library is created, you can define rules that route documents placed in the drop-off library to their final destination.
The following walk-through will show you how to activate the Content Organizer Feature for a site.
The Content Organizer feature only comes with the pay versions of SharePoint so this walk-through will not work on a SharePoint Foundation installation.
In addition to creating the Drop Off Library, activating the Content Organizer feature adds two new links under the Site Administration group on the Settings page. These links can be used to configure the basic settings of the Content Organizer feature as well as the rules that are applied to the Drop Off Library.
The following screen captures show the setting choices found through the Content Organizer Settings link.
Content Organizer rules are based on properties defined in content types. Creating custom content types with custom fields will provide the most flexibility when creating Content Organizer rules.
The following walk-through will show you how to create a Content Organizer rule based on the Title property of the Document content type. If the file name of a document placed in the Drop Off Library has the text "Project-X" in it, the Content Organizer will automatically move it to a library named "Project -X Docs". In the exercise later in this lesson, you will go further and create a custom content type with a custom field to use for defining a Content Organizer rule.