Document Transfer activity
An activity that moves files and folders from one storage location to a different location.
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Configure the Document Transfer activity
To configure the Document Transfer activity, do the procedure in this topic.
Examples
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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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.
Procedure
- Complete the fields on the General Configuration screen.
- Click Source Configuration
.
- On the Source Repository screen, select the source location for your file.
- Click Target Configuration
.
- On the Target Repository screen, select the target location for your file.
- (Optional) Click Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
General Configuration
Specifies the basic settings for the Document Transfer activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the original, or source, location type for your files.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
Target Repository
Selects the target storage repository type for your files.
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Fields
Field Name | Definition |
---|---|
Target Repository |
|