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

Source Repository Screen

Prerequisites

• An access token for your application is mandatory.

  For more information, refer to Create an access token.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Document tab.
     2. On the Document tab, drag the Document Transfer activity onto your process.
   • Change an activity:
     1. In your process, double-click your 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 .
3. On the Source Repository screen, select the source location for your file.

   For more information, refer to Source Repository.

4. Click Target Configuration .
5. On the Target Repository screen, select the target location for your file.

   For more information, refer to Target Repository.

RelatedTopics

• Configure General Options for the Document Transfer Activity
• Document Transfer activity
• Process Data Variables