Configure General Options for the Document Transfer Activity

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.
• You can configure whether this activity waits for other activities before it runs.

  For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

1. Open Process Builder.

   For information about how to open this screen, refer to Process Builder.

   
   
   

2. In Process Builder, in the Activity Library, open the Document tab.

   
   
   

3. On the Document tab, drag the Document Transfer activity onto your process.

   
   
   

Procedure

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.