Configure General Options for the Document Transfer Activity

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

Figure: General Configuration screen

General Configuration screen

Good to Know

How to Start

  1. Open Process Builder.

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


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

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

    Document Transfer activity

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.