SharepointFlyHigh: Configure Send To connections in SharePoint 2010

Thursday, 4 September 2014

Configure Send To connections in SharePoint 2010

In this article we will be seeing how to configure Send To connections in SharePoint 2010.

A connection is created for sending documents to the records center or to the document repository; it specifies the web application from which the document has to be sent and the document repository or records center to which documents will be sent.

SharePoint 2010 provides a great way to manage the documents. You have three Send To actions.

Copy
Move
Move and Leave a Link

Copy:

User can create a copy of the document and send the copy to the other location.

Move:

User can move a document from one location to other location.

Move and Leave a Link:

User can move a document from one location to another location, by leaving a link at the current location indicating that the document has been moved and with the new location information.

Documents can be sent across a site, a site collection or even farms using the OfficialFile web service http://server/site Url/_vti_bin/officialfile.asmx.

In the destination document repository or records center the Content Organizer feature should be enabled, then only documents can be sent. If you don't enable this feature you can't create a new Sent To connection.

Activate the feature Content Organizer:

Content Organizer is a site feature.
Go to Site Actions => Site Settings => site Actions =>Manage site features.
Activate the feature Content Organizer.

Create a new Send to connection:

Go to Central Administration => General Application Settings =>External Service Connections =>Configure send to connections.
Select the web application from which the documents has to be sent.
In the "Send To Connections" option select "New Connection".
In the "Connection Settings" enter the display name.
In the "Send To URL" enter the web service url of the destination document repository or records center.
Send To URL:
- In the destination document repository or records center, go to Site Actions => Site settings => Site Administration => Content Organizer settings =>Submission Points.
- Copy the Web Service URL.
Click on "Click here to test" to test the url.
Select the "Sent To action ".
Enter the explanation for the connection.
Click on "Add Connection".
A new Sent to connection will be created.
Click Ok.

Testing the connection:

Go to the site from where you want to send the document.
Select the document, go to ECB drop down menu => Send To => Records center.
A message will pop up, click Ok.
Document has been sent to the destination successfully.
Now click on the document; you will be redirected to a page where you will see the link of the document current location.
Click on the link, it will be redirected to the destination location where the document is present.