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SharePoint Tutorial: Document Library Send To Feature


Amanda Murphy

3/6/2006

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(Editor's note: This is another in a series of SharePoint articles by Amanda Murphy, a product manager for Infotech Canada, a company that focuses entirely on Microsoft products such as SharePoint, Office, and Project Server. This tutorial first appeared on Amanda's blog.)

One of the neat new features of a SharePoint document library in SharePoint 2007 is the ability to send a document to another location. This feature is great for a couple of reasons. (See Screen Shot 1 at end of this article.)

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The first is that most teams have a collaborative area where they create content that will eventually be consumed and available for the remainder of the company.

In many cases, this collaborative area is restricted to only those that belong to the team responsible for creating the content.

However once the document is complete, it should be published out to a location where everyone has access. The problem with relocating the document to a less secured area is that it involves us either moving or copying it. Moving doesn’t seem like a good idea since it is likely that the team may wish to make further updates at a later time. If that is the case, then it would be most appropriate for them to make those updates in their collaborative area since that is where they do all their work.

Copying involves duplicating a file and that typically introduces issues with synchronization of content. However using the Send to functionality of a document library, we can create a link from the source document to the published copy so that whenever the document is checked back in, the author will be prompted to update the published versions.

Screen Shot 2

Another great feature of this Send To option is the ability to create a custom location. This allows us to specify a common place that content may be published to. To do this you must go to the Advanced Settings of the document library, and specify the location of the document library you wish to publish to.

Screen Shot 3

Note: Make sure you specify the library url (example: http://server/sites/sitename/libraryname) and not a view of the library (example: http://server/sites/sitename/libraryname/allitems.aspx). Once you have your specified custom location, it will show up in context menu of documents in that library.

Screen Shot 4

Screen Shot 1


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