More on the Content Organizer in SharePoint (Second of three parts)

January 31, 2012 —  (Page 2 of 2)

Rule managers
By now, you are blown away by the Content Organizer and can’t wait to get out there and start experimenting with it in your environment. But don’t forget about your rule managers. See the figure below for how this may look in the Content Organizer settings screen:


These are the people who can be designated managers, and can come in and modify the rules you have set up so you don’t have to do it all yourself. These are also the people who can be notified via e-mail when files are being uploaded and are not matching rules, and thus placed in the drop-off library. Not only that, but if the file is placed in the drop-off library and you are expecting someone else to take care of it, you can also have it e-mail the rule managers if the file has been left there for a specified number of days, kind of like a reminder: “Hey this file is still over here waiting.”

This is important because when a file does not match rules and is placed in the drop-off library, it is assigned unique permissions. Only the person who uploaded it and the rule managers will be able to go into the drop-off library and edit the metadata on that document, thus allowing it to be resubmitted to the Content Organizer—hopefully, this time, with enough information to match a rule.

In part 3, I will look at Content Organizer and permissions, and sending to connections.

Chris Geier is the community manager for K2, and is a participant in, and advocate for, the SharePoint community. He is a 15-year veteran of the technology industry and specializes in all things Microsoft. He was introduced to SharePoint in 2001 while working for Microsoft services.
Related Search Term(s): Content Organizer

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