Moving document folder after document has been approved

Forum|Forum|6 years ago
September 17, 2019
4 replies
154 views

Is there a workflow step that will move the folder a document is located in? I'm attempting to move folders who's documents have completed our review process to another folder for easy access for end users.

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Best answer by Community Expert

Steven, in the Folder property of the Copy or Move Folder step, click the folder icon and select the first option "Use path(s)", then type in a variable like "<%#XmlVariables.VAR_WorkflowDoc.Documents.Document.ParentFolderId%>" but replace VAR_WorkflowDoc with the name of your document variable.

Screen Shot 2019-09-18 at 1.53.41 PM

C

Community Member

Legacy User

There should be a step named "Copy or Move Folder" that will move a folder to a new Destination folder.

C

Community Member

Legacy User

Thank you. Do you know how it would set the folder containing my document as the folder to move?

C

Community Expert

Answer

Docusign Employee

Steven, in the Folder property of the Copy or Move Folder step, click the folder icon and select the first option "Use path(s)", then type in a variable like "<%#XmlVariables.VAR_WorkflowDoc.Documents.Document.ParentFolderId%>" but replace VAR_WorkflowDoc with the name of your document variable.

Screen Shot 2019-09-18 at 1.53.41 PM

C

Community Member

Legacy User

Thank you both for the assistance. I was able to successfully move my folders with the workflow step and variable information you provided.

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