Document Routing in 2010 is a pretty simple task. In this demo, I’ll create a simple routing system that will take a document and automatically move it to Shared Documents. Document routing can be activated using the site level Content Organizer feature. (This feature is automatically activated in the Record Center.)
I want to do some basic routing on a site that I created using the Blank Site template. First I go to Site Actions > Site Settings > Manage Site Features. Here, you’ll find the Content Organizer feature.
Once activated, you’ll see that under the Site Administration section (in the Site Settings page) has a link for Content Organizer Settings and one for Content Organizer Rules.
When you go back to the site, you’ll also notice that a ‘Drop Off Library’ was created. This is your document’s point of entry. Once a document is placed in this Drop Off Library, the document will be checked against your rule and routed to its final destination.
In order to route the document, we need to create our rule. Go to Site Actions > Site Settings. Under the Site Administration section, click on the Content Organizer Rules link (image above). You will then see a blank list. Click the Add New Item link and the following form will appear. The form is pretty straight forward. Give it a name, select the content type that the rule will apply to, and select the destination. (You also have the ability to set conditions. So if you want to route a document based on a value in a field, you can select the column from the dropdown provided and enter in the criteria.)
In my example, I called mine Doc Rules, selected the Document Content Types in the group dropdown and Document in the type dropdown. I also selected Shared Documents as my target location.
Now, when I create/send a document to the Drop Off Library, the rule will check against the content type and move it to Shared Documents (if the rule applies).
Note: There is a ‘Content Organizer Processing’ timer job that can be scheduled to force the routing sooner. You can schedule the job to run by Minutes, Hourly, Daily, Weekly, or Monthly.