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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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Moving document folder after document has been approved
- Legacy User
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.
- Legacy User
There should be a step named "Copy or Move Folder" that will move a folder to a new Destination folder.
- Legacy User
Thank you. Do you know how it would set the folder containing my document as the folder to move?
- Docusign Employee
- Answer
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.
- 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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