Configure General Options for the Document Transfer Activity
To configure the basic options for the Document Transfer activity, do the procedure in this topic.
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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
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Document tab.
-
On the Document
tab,
drag the Document Transfer
activity onto your process.