Process Builder Procedures / File Repositories
Parent topic: File Repositories

Source Repository

Specifies the original, or source, location type for your files.



How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open one of these tabs.
        • Document
        • Digital Signature
      2. On your tab, drag one of these activities onto your process.
        • Document Transfer
        • Microsoft Word
        • PDF Converter
        • DocuSign eSign Request
        • Sertifi eSign Request
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Source Configuration .

Fields

Field Name Definition

One Drive

Function:
Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (One Drive).

Box

Function:
Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box).

SharePoint

Function:
Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint).

Dropbox

Function:
Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox).

Google Drive

Function:
Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive).

Salesforce

Function:
Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce).

Local File System

Function:
Specifies that a folder on your local machine is the source location of your file.

To select your file in the source location, complete the fields on Source Repository Configuration (Local File System).
Parent topic: File Repositories

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Documentation Updated: December 3, 2015

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