Are you looking to create a Drop Off library in SharePoint 2013? Follow our step-by-step guide to learn how to set it up and enhance your SharePoint workflow efficiency.
To create a Drop Off library in SharePoint 2013, first activate the Content Organizer feature and create libraries and folders for documents to be routed to. Content types should be associated with documents that are to be routed. The Drop Off library serves as the default location for routing documents. The routing process involves content stewards creating libraries and folders, associating documents with content types, and routing documents that don’t match rules or are missing required metadata to the Drop Off library. Rules can be created to specify conditions and actions for routing documents. The Content Organizer can also automatically create folders and route documents based on specific criteria. It can be configured to enforce the Content Organizer, allow routing to different sites, create subfolders when a target location becomes full, handle duplicate submissions, preserve audit logs and metadata, and send email notifications.
Routing Documents to the Drop Off Library
Once you have set up the Drop Off library, it’s time to understand how to route your documents to the correct location. Using the Content Organizer and its powerful features, you can streamline the routing process and ensure documents are properly organized.
The first step in routing documents is to create libraries and folders where the documents will be routed to. These can be set up based on your specific organizational needs and hierarchy. By associating documents with the appropriate content types, you can ensure that each document is categorized correctly.
When documents don’t match any pre-defined rules or have missing metadata, they are automatically routed to the Drop Off library. Here, content stewards can review these documents, make necessary adjustments, and manually route them to the right location. The Content Organizer allows you to create rules that specify conditions and actions for routing documents, making the process more efficient and reliable.
Additionally, the Content Organizer can be configured to handle various scenarios. It can automatically create folders based on specific criteria, such as document type or metadata. This ensures that documents are placed in the appropriate location, even if it requires creating new folders. The Content Organizer can also handle duplicate submissions, preserving an audit trail and metadata. It can send email notifications to content stewards, keeping them updated on the routing process.