Copy Document

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The Copy Document plug-in is used to create a copy of a document and deposit it into either a SharePoint document library or a file system directory. This plug-in is used in workflows published to DocEx sites. This plug-in will synchronize commonly named SharePoint field values between the source and destination document libraries.

NOTE: The Copy Document plug-in provides simple integration to the third-party PDF conversion tool Neevia Document Converter. The plug-in places a copy of a document into a SharePoint document library or network folder. The PDF converter software converts the document into a PDF file.

Value Pair

Description

conversion

If converting the document, the type of conversion you want to execute. By default this setting should be entered as DefaultConv if you are only using one conversion tool.

NOTE: This option is not required if you are only copying a document to the SharePoint document library.

directory

The file system directory to which to copy the document. Either a directory or a list and site must be specified.

folder

The name of the SharePoint document library to which to copy the document. If the folder is unspecified, the document is copied to the root of the document library.

list

The SharePoint document library to which to copy the document. Either a directory or a list and site must be specified.

name

Specifies the new name for the document.

NOTE: If this option is not used, the copy of the document will retain the same name as the source file in the document library.

site

The SharePoint site to which to copy the document. Either a directory or a list and site must be specified.

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.

Working with the Copy Document Plug-in

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The Copy Document plug-in provides simple integration to a third-party PDF conversion tool that supports the automatic scanning of an input queue to process the conversion and output to an output queue.

To configure the Copy Document plug-in:

  1. Add a Plug-in node to your workflow.
  2. Select the Plug-in node and, from the Plug-in Name menu in the Properties pane, click Copy Document.
  3. With the Plug-in node still selected, double-click […].

    The Value Pair Collection Editor appears.

  4. Click Add.

    A new value pair listing appears.

  5. Select the new value pair listing, and from the Name menu in the Arguments area, click Site.

    With the value pair listing still selected, double-click the […].
    The Edit Value Pair window appears.

  6. Type the URL of the SharePoint site to which you want to copy the document and click OK.
  7. Click Add.

    A new value pair listing appears.

  8. Select the new value pair listing and from the Name menu in the Arguments area and click Folder.
  9. With the value pair listing still selected, double-click the […].
    The Edit Value Pair window appears.
  10. Type the name of the document library (in the SharePoint site defined in step 7) to which you want to copy the document and click OK.
  11. Click Add.

    A new value pair listing appears.

  12. Select the new value pair listing and from the Name menu in the Arguments area, click Conversion.
  13. With the value pair listing still selected, double-click the […].

    The Edit Value Pair window appears.

  14. Type DefaultConv.
  15. Click OK to close the Edit Value Pair window.
  16. Click OK to close the Value Pair Collection Editor.

    NOTE: You must configure your server to convert documents into PDF files.

Working with the Server

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To configure the server:

  1. Open the Ws.config file in a text editor.

    NOTE: The Ws.config file is typically located in <server>\InetPub\wwwroot\ws.config.

  2. Find the closing appsettings tag (</appSettings>) and above it type:

    <add key="DefaultConvSource" value="c:\Program Files\Ws\temp\ConversionSource" />

    <add key="DefaultConvDest" value="c:\Program Files\Ws\temp\ConversionOut" />

    <add key="DefaultConvType" value="doc xls" />

    <add key="DefaultConvOutType" value="pdf" />

    NOTE: The value of the DefaultConvSource key is the location where a copy of the document will be placed. The value of the DefaultConvDest key is the location where the = document converted to PDF format will be placed. Please note these setting as they will be used when configuring the PDF conversion tool.

  3. Save your changes.
  4. Open a command prompt on the server and run an iisreset.

    NOTE: You must configure your PDF conversion tool to convert documents into PDF files.