1 Documentation Progression Send To Standard Document Library Document Center – Drop Off Library – Rules Based on Content Type and Metadata routes files to their appropriate location Record Center – Drop Off Library – Rules Based on Content Type and Metadata routes files to their appropriate location  Legal and Compliance Send To Location or User Defined Workflow based on Content Type and Metadata or Content Organizer Rules

2 Initial Setup Activate Content Organizer Manage site features Hide Drop Off Library from browser (SPD) Create RFP Estimate Content Type Excel file and Task Status site column Create Project Material document library Associate RFP Estimate content type to Project Material document library Create Document Center site Create Record Center site Activate Content Organizer – Manage site features Create Estimates document library Associate RFP Estimate content type to Estimates document library Create Finalized Estimates document library Associate RFP Estimate content type to Final Estimates document library

3 Configuration – Central Administration External Service Connections Configure send to connections New Connection: Record Center Move and leave a link New Connection: Document Center Move and leave a link

4 Configuration of OGC Create a User Defined Workflow (SPD) Reusable Workflow on the RFP Estimates content type Name: Route Completed Estimates Associate Workflow to RFP Estimate Content Type – Start Options: When item is changed

5 Configuration of Document Center Create a rule to route Completed Estimates into the Estimate library with the Document Center Site Settings / Site Administration Content Organizer Rules

6 Configuration of Document Center Create a User Defined Workflow (SPD) List Workflow on the Estimates library in the Document Center Name: Review Estimates Create a retention policy for the Estimates library Library Settings / Permission & Management Information management policy settings Select RFP Estimate Enable Retention Add a Retention stage

7 Configuration of Record Center Create a rule to route Completed Estimates into the Final Estimate library with the Record Center Site Settings / Site Administration Content Organizer Rules

8 Documentation Progression RFP Estimate RFP Estimate Task Status = Completed Workflow Organizer Rule 1 year retention policy Workflow Review Process Keep as record