Send document set to repository

Microsoft SharePoint Server is required for this feature.

Specifies method and repository or records center for sending a document set.

The Content Organizer site feature must be enabled on the SharePoint site to allow defining rules and sending documents.

 Options in this action

Action

Select how the document set will be sent. Select one of the following values:

  • Copy: Select this option to create a copy of the document set and send the copy to the destination repository.
  • Move: Select this option to copy the document set to the destination repository then delete the document set from its original location.  Users will no longer be able to access the document set from its original location.
  • Move and Leave a Link: Select this option to copy the document set to the destination repository, delete the document set from its original location and leave a link at the current location, indicating that the document set was moved. When a user clicks this link, a page will appear that displays the URL of the document set and the document set’s metadata.

Destination Router

Enter the URL to the Content Organizer for the destination site.  The URL can be found in the Submission Points section of the 'Content Organizer: Settings' page of the destination repository, for example: 'http://mycompany.com/_vti_bin/OfficialFile.asmx'.

Comments

The information to be added to the audit log when the document set is sent to the repository.

Store submit results in

This refers to the 'submit result' provided by SharePoint on the status of the submission, for example: 'Success'. Select a workflow variable in which to store the results.

Related information

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