Document routing

For this solution to be effective and easy for the end users, the process of adding and storing content needs to be simplified. One of the usability hurdles that can make ECM difficult in SharePoint is determining the proper location for your uploaded content. There are also fundamental organization techniques that need to be followed for the system to continue to perform well with large sets of content, mainly limiting the number of documents per folder. These are details that the end user should not have to think about, let alone understand. To handle this, we need an easy way to route documents to the appropriate location. Fortunately, SharePoint 2010 introduced the Content Organizer feature which supports rules-based document organization, including the ability to move documents across site collections. This is a great example of a task that used to require custom code, but can now be configured with out of the box features.

To support this part of the solution we will...