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Create Content Organizer Rules to route documents in SharePoint 2013

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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