Copy Document Plug-in

The Copy Document plug-in is used to create a copy of a document or a supporting document (or both). Documents or supporting documents are copied to a file system or a folder inside a File Library. This plug-in only works for the custom Excel workflow.

Note: The AppPool user should have permission to the specified directory to save the file.

Properties

Name Description Mandatory
directory

The file system directory into which you copy the document.

Example:

Direct value: D:\Files\Public\Users\

Value from solution field: [field1]

No
datafilename

Specifies the new name for the data file document. The extension in the copied document will remain the same as that of the original document. If the new name is not specified, the document copy will retain its original name.

Example:

Direct Value : Daily-Records.xlsx

Value from solution field: [field1]

No
includeitem

Specifies the item to include. 

DataFile: Copy the datafile only.

SupportingDocument: Copy supporting documents only.

Both: Copies both the datafile and the supporting document.

Yes

supportingfilename

Specifies the new name for the supporting file document(s). The extension in the copied document will remain the same as that of the original document. If the new name is not specified, the document copy will retain its original name. If there are multiple supporting documents, an underscore and a number is added to the end of each supporting document name, as follows: <SupportingDocumentName>_1,  <SupportingDocumentName>_2. 

Example:

Direct Value : Daily-Records.xlsx

Value from solution field: [field1]

No
folder Folder name of File Library into which the document is copied.  No

Example

  • Folder – [Due Date]
  • List – MOCs
  • Name – [NewID]_[BaseName].[FileType]
  • Site – http://acme.com/sv/DocEx

This example copies the process-associated document to the folder contained in the SharePoint column Due Date in the list MOCs in the site http://acme.com/sv/DocEx. The file will be renamed to the value in the NewID field, followed by a _, followed by the base name of the document, followed by the file’s extension.