The wonders of the Drop-Off Library

The customer needed a site with a primary focus on document management.  Among other requirements, it was extremely important that the documents would be segregated based on security.  I was concerned document-loading consistently to the correct library or folder would be confusing and error-prone.  I had already planned on creating workflows to address this concern.

That’s when I found out about the Drop-Off Library.  The Drop-Off Library, once configured, will take your documents, regardless of which library they were loaded from, and based on a set of confiugred rules will place the documents into the appropriate library or folder.

This is a feature in SharePoint 2010 Enterprise sites.  You need to enable the Content Organizer feature.  Click on Site Actions > Site Settings > Site Administration

Content Organizer Site Settings

Content Organizer Site Settings

Configuring the Content Organizer is pretty straight forward.  Begin by clicking on Content Organizer Settings and make your selections:

Content Organizer Settings

Content Organizer Settings

Finally configure the rule set.  Note that this is based on Content Types.

Content Organizer Rules

Content Organizer Rules

For more details, view the following reference:

Please note these caveats:

  • This library can impact the ability to move the site.
  • This library is also extremely difficult to delete once enabled

About Inge Rush

I love using SharePoint to create business solutions. I am not a SharePoint administrator or .net developer (although I dabble a bit). I just learn on-the-job as I solve problems.
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