Using Send To to Route Documents in SharePoint

From Secrets of SharePoint – Tip of the Day

Documents are not always created in the location where they should finally be routed to. For example, documents may be created in one site but routed to a different site for final review by clients or customers.

This can be easily achieved in SharePoint 2010 via simple short cut menus that can be set up for a document library. This is done by enabling the content organizer features and configuring ‘send to’ connections from central administration. This connection will then appear for all documents in a document library for the configured site. Easily write content organization rules for the drop library to route the document to its final destination.

This tip provided by Expert in Residence, Anjali Sharma

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About Rick Backus

A technology consultant with over 25 years of IT, consulting and business technology industry experience. Specializing in integrating application, information and content management with business process and network infrastructure. Helping clients get the most out of technology to enable increased productivity, profitability, customer satisfaction and competitive advantage.

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