Specifies the original, or source, location for your files  on SharePoint.
           
                
             
            
            
          
            How to Start
 
         
         
          
          - On the Organizer, 
            do one of these: 
            
            
            
          
 
          
          
          - Do one of these:
            
              - Add an activity:
                
                  - In the Process Builder, in the Activity Library, 
                    open one of these tabs.
                  
                    - Document 

 
                    - Digital Signature 

 
                  
                   
                  - 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: 
                  - In your process, double-click your activity.
 
                
               
              
              
              
            
            
           
          - On the Source Repository screen, click
            SharePoint 
. 
          - Click Source Detail Configuration 
. 
        
        
        
       
            
            Fields
 
                
                
                 
                        | Field Name | 
                        Definition | 
                    
        Access Token 
 | 
        
        
          
          
            
              - Function:
 
              - Specifies the access token that connects to your SharePoint application.
              
 
            
            
            
              - Accepted Values:
 
              - A list of access tokens configured for your environment.
              
 
            
            
            
              - Default Value:
 
              
              - None
                
              
 
            
            
            
              - Accepts Process Data Variables:
 
              
              - No
 
            
            
           
          
         | 
      
        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:
 
              - 
              
 
              
            
            
            
              - Default Value:
 
              - None
                
              
 
              
              
            
            
            
              - Accepts Process Data Variables:
 
              
              - Yes
 
            
            
              - Example:
 
              
              - 
                
              
 
            
           
          
         | 
  
      
      
        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
 
            
            
           
          
         | 
        
      
        Folder Path 
         | 
        
        
          
          
            
              - Function:
 
              - Specifies the path of the folder. 
 
            
            
            
              - Accepted Values:
 
              
              - 
                
                  - Choose Folder Path - Specifies an absolute path for the folder.
 
                  - Dynamic Folder Path - Specifies a process variable that stores the path of folder.
 
                 
               
            
            
            
              - Default Value:
 
              
              - Choose Folder Path
                
              
 
            
            
            
              - Example:
 
              - 
                
                  - c:\My Documents\sample1.doc
 
                  - ${HomeDirectory}\sample2.doc
 
                  - http://demo3:8000/DocumentLib1/sample3.doc
 
                 
               
            
            
           
          
         | 
  
        
      
        File Name 
 | 
        
        
          
          
            
              - Function:
 
              - Specifies the name of the file in your storage source location.
 
            
            
            
              - Accepted Values:
 
              - A valid file name.
              
 
            
            
            
              - Default Value:
 
              
              - None
                
              
 
            
            
            
              - Accepts Process Data Variables:
 
              
              - Yes
 
            
           
          
         | 
      
        Filter 
 | 
        
        
          
          
            
              - Function:
 
              - Specifies the file name or a set of files expressed with the filter expression to search
                 within the specified source location.
 
              
            
            
            
              - Accepted Values:
 
              
              
                - A file name.
 
                - A filter string that uses asterisks (*) as wildcards.
 
               
  
               
            
            
            
              - Default Value:
 
              
              - None
                
              
 
            
            
            
              - Accepts Process Data Variables:
 
              
              - No
 
            
            
              - Example:
 
              
              - These are some examples of filter expressions:
                
                  - *.* - All files are searched.
 
                  - *.xml - The files that have the
                  .xml file extension are searched.
 
                  - *.doc - The files that have the
                  .doc file extension are searched.
 
                  - MyFile.xml - Only the specific file MyFile.xml is searched.
 
                  
                 
                The filter action is done at the source location specified in the activity. 
               
              
            
           
          
         | 
      
        Recursive (Include Subfolders) 
 | 
        
        
          
          
            
              - Function:
 
              - Specifies if the activity's action — such as copy, upload, or delete — is recursive. 
                In other words, it specifies if the activity does the action again in the subfolders 
                of the target location
              
 
            
            
            
              - Accepted Values:
 
              
              
                
                - Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
 
                
                - Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
 
               
 
            
            
            
              - Default Value:
 
              
              - Deselected
 
            
            
            
           
          
         |