Target Repository Configuration (SharePoint) - Sertifi eSign Document Download

Specifies the target location for your files on SharePoint in the Sertifi eSign Document Download activity.

Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
      2. On the Digital Signature tab, drag the Sertifi eSign Document Download activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Target Repository screen, select your target location as SharePoint .
  4. Click Target Detail Configuration .

Fields

Field Name Definition

SharePoint

Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token

Opens this Screen:
New SharePoint Access Token
Function of this Screen:
Configures a new access token for SharePoint.

Site

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • http://[machine name]:[port]/sites/[site name]

    You must include the /sites in the Site URL for the site to be created successfully.

Document Library

Function:
Specifies the name of the SharePoint document library.
Accepted Values:
A valid SharePoint document library name.
Default Value:
None
Accepts Process Data Variables:
Yes

Choose Folder Path

Function:
Specifies the name of the target folder.
Accepted Values:
The name of a folder in your repository.
Default Value:
None

Existing Folder Path

Function:
Specifies a process data variable that stores the relative path of the folder.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Create New Folder

Function:
Specifies that a new folder is created for the file by the process.
Accepted Values:
  • Deselected - The activity does not create a new folder.
  • Selected - The activity creates a new folder.
Default Value:
Deselected
Accepts Process Data Variables:
No

Create New Folder Name

Function:
Specifies the name the process gives to the folder the process creates.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Overwrite If File Exists

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
Accepted Values:
  • Selected - The activity replaces the file if it exists with the same name at the target location.
  • Deselected - The activity saves the file with a different name.
Default Value:
Selected