Documents Tab

Use this tab to specify the parameters of the routed documents.

Option Description
Route documents Select this check box if you want to route documents to SharePoint Server. If this check box is not selected, the component won't route any documents (for example, if you need to route list items only).
Document library Enter the name of the document library that you want to work in either manually or select the library from the drop-down list. If the specified library does not exist on the server, the configuration can be saved, however an error message will appear at run time. It is mandatory to fill out this field.
Folder path Enter the name of the folder where the routed files will be stored either manually or browse to the desired folder using the button. This button opens the Select Folder dialog box. You can create a folder dynamically by entering a new name for the folder. You can also create a subfolder of the existing folder by entering the subfolder name after the folder name followed by a slash mark (/), for example, Folder1/New folder. You can use one or several available RRTs to create folder names.
Note: You cannot use ~SPS::Counter~ to dynamically set folder names.
Rename schema Select this check box if you want to rename routed documents. In order to do this enter the schema for the output file name in the field next to this check box. You can use one or several available RRTs to dynamically set the value of the schema.

If this check box is not selected, the routed file will keep its original name.

If this check box is selected and the rename schema is not specified, then at run time the default schema will be used: ~SPS::FileName~_~SPS::Counter~~SPS::FileExt~. For example, if the input file name is File.tif, the renamed file will be File_1.tif.

Check in comment This field is enabled only if Check in option is selected. Enter a comment to the document that you are checking in. You can use one or several available RRTs in this field.
Note: You cannot use ~SPS::Counter~ to create check in comment.
Check in If you select this check box, the file will be checked in on the server. This means that the file will be available to other users for editing and check-out, if they have appropriate permissions.
Overwrite If you select this check box, a routed document replaces the existing document with the same name in the specified path as a new version. In other words, the version of a routed document will be increased by 1.0 in comparison with the version of the existing document that have the same name. However, if a document with the same name does not exist in the specified path, the version of the new routed document will be set to 1.0. If this option is not selected and the file already exists in the specified library, the routed document will be rejected.
Note:
  • If you send a document to a document library where the Require check out option in the Document Library Versioning settings is set to "No" and the last version of the file on server is checked in, the component may create more than one new document versions. Such behavior is related to the Share Point 2007 server that creates a new version when performing each operation: saving file, assigning fields, assigning permissions, and so on.
  • Creation of a new version is possible only if this functionality is set for the specified document library. Otherwise, the routed document will simply replace the existing document of the same name.
Permissions Click this button to set the permissions, that is, access rights that users or groups will have. The Permissions Settings dialog box will open.
Content type Specify the content type of the document manually or select the type from the drop down list. A content type describes the set of properties of the document and its behavior. The content types are defined on the SharePoint 2007 Server at the site level and can be applied to document libraries or lists configured to manage them. You can use RRT in this combo box.
Note: You can set up the content type in two ways:
  1. Specify the content type in the Content type combo box.
  2. Leave the Content type combo box blank and specify the value of the Content Type field in the Fields list.
If you do not specify the content type and the specified document library is configured to use content types, the document will have the default "Document" content type.
Fields This group allows assigning properties or fields to the routed document.
Note: Each document library has its own specific set of fields. If this document library requires a set of mandatory fields, these fields will be assigned to the document anyway. If you don't specify the values of mandatory fields, they will be set to default values specific to the document library.

The component verifies the correctness of the specified fields at the configuration stage. If you specify an incorrect field, the component displays the sign before the field name. If you specify the document content type in the Content type combo box, the component will check if the fields configured in the Fields list belong to the specified content type. When the Content type combo box is blank, the component checks if the configured properties belong to the list of all possible fields of the document library.

If the component cannot verify the correctness of a field name, for example, if the Content type, Document library, Server address or Site value contains an RRT, the sign is displayed before the field name.

Ignore missing fields If this option is selected, the component will ignore fields that are specified in the configuration and absent on the SharePoint server. If this option is not selected and you specify fields that are absent on the server, routed documents will be rejected.
Add Click this button to add a new field to the fields list. This opens the Add Field dialog box.
Edit Click this button to edit properties of the selected field from the list. This opens the Edit Field dialog box will.
Remove Select one or several fields and click this button to remove the selected fields from the list.