SharePoint: Route Documents with Content Organizer
SharePoint 365 Spotlight - Organizing Documents with Content Organizer
Get access to this course
Included with any Intellezy plan.
Course description
The Content Organizer is a SharePoint feature that moves files, based on a set of rules, from a single drop-off library to other libraries. This feature greatly assists file management issues. Often times, users do not know where to upload a file, especially after a recent deployment of SharePoint. At other times, new types of data or content are introduced into an organization, and users are uncertain where to upload files. When an organization changes it governance rules concerning data, existing sites and libraries must come into compliance. By placing files into a single drop-off location, the Content Organizer can route them to their final destination. This course covers the five features of the Content Organizer that must be understood before using it: document routing, libraries that must be processed, how duplicate submissions are managed, how files are managed in a folder, and how audit logs are maintained. The next topic covers the creation of rules. Files are routed based on rules. Rules are based on metadata and content types. Metadata is explained, as are content types. Since metadata and content types are used pervasively throughout SharePoint, students can take this knowledge and apply it to other features. Lastly, this course explains how to activate the Content Organizer and then create rules to determine how routing takes place. The instructor demonstrates the entire process to completion and success.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Spotlight - Organizing Documents with Content Organizer
- Work confidently with the core tools and features
- Build toward beginner-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
-
Preview
Related courses
SharePoint 365 - Creating and Working with Libraries
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
SharePoint 365 - Configuring Permissions and Site Navigation
Ready to get started?
Schedule a complimentary scoping call and we'll help you find the right plan.
Employee Training Video Library Pricing
Every Intellezy plan includes unlimited access for your entire workforce.
Agreement term
Full Library
Every course, every lesson, every update — one flat annual fee.
- AI, M365, Google Workspace, Adobe, and Business Skills Courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- New Courses and Consistent Updates
- SSO
- Onboarding Support
- User Management
- Robust Reporting
- Dedicated CSM
Select 50
Choose the 50 courses that matter most — a focused program at a lower price.
- 50 custom-selected courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- Course swapping at renewal
- New Courses and Consistent Updates
More than 250 users? We’ll tailor volume pricing to your rollout with a custom quote.
Not sure which plan is right for your organization? We'll help you find the best fit.