Move Files and Folders from One Storage Location to a Different Location

To move files and folders from one storage location to a different location, do the procedure in this topic.

Figure: Source Repository screen

Source Repository screen
Figure: Target Repository screen

Target Repository screen

Prerequisites

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. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location for your file.
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your file.