Configure General Options for the Document Transfer Activity

To configure the basic options for the Document Transfer activity, do the procedure in this topic.

General Configuration Screen

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Document Transfer Document Transfer icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.


  1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process.
  2. (Optional) In the Description field, enter more than one line of text description for your activity.
  3. (Optional) In the Time to Complete section, set the allowed time limit for your task.

    If a task takes more time than you specify, it goes into Overdue status. A task shows as Overdue in the participants' task list. You can also set more actions — send an e-mail notification, for example.

    Set your limit as a number of time units — for example, 2 hours or 3 days.

    1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
    2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

    3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.

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