Automatic distribution of SharePoint 2010 document management

Source: Internet
Author: User

Requirements: The company has different branches, different branches have different sites, they hold their own site under the document library management of their own documents. But we want to provide a unified portal for them to upload their own documents, And the documents uploaded by these different branches will be available in the document library under their respective sites. Or this site has a different document library, want to unify to save some of the same document.

Here are the methods and steps to do this:

1, point "site Operation"--"Site Settings"--"Site Actions"-"Manage site features", such as:

2. Enable the feature of the content organizer, such as:

3, when enabled in the "Site operations"--"Site Settings"-"Site management" under a number of features, such as:

At the same time, the navigation also has a "place library", that is, the entrance of the unified upload document is the distribution office entrance.

4. Click Content Organizer settings in the Content Organizer Settings screen, which is the Content Manager feature for the entire site, and is set globally. If you select the Submit new content to library option, the document is automatically moved to the drop-down library to apply rules to the site, regardless of where the user uploads the document to, such as:

Other depending on the actual situation, then click "OK" to save.

5. Click "Content organizer Rules" to set rules for document distribution, such as:

Tip: Then select the "Target location" for distribution, which is critical, such as:

I have chosen this site for other document libraries, such as I created the "Mychina" document library, according to the rule is the document library title contains "C" automatically distributed to this document library, so the document name does not matter. Click "Browse", such as:

Once all the parameter rules have been set, click OK to

6. Click the left navigation "place library" to start uploading documents, such as:

Note: the "Place Library" is the gateway to the unified upload Document, which is the distribution portal.

after clicking OK, be careful because my rule is that the document title contains "C" , so the document name doesn't matter if the rule chooses a name that contains " C ", the title is casually taken, so in order to achieve the effect, you must edit the following title, such as:

7, click "Submit", the system will be automatically prompted according to the rules distributed to the corresponding document library, prompting such as:

8, finally go to "Mychina" Document library view:

Look at the distribution portal. The "Drop Library" document is empty, and the system automatically distributes documents "C Documents" to "Mychina" document libraries, the effect

Automatic distribution of SharePoint 2010 document management

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