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Applies to:

  • Winshuttle Foundation

Copy Document plugin properties

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

NOTE: The Copy Document plugin provides simple integration to the third-party PDF conversion tool Neevia Document Converter. The plugin 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.

NOTE: For site and list parameters, enter the site first, and then the list will be populated in the dropdown.

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.