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Moving document folder after document has been approved

  • September 17, 2019
  • 4 replies
  • 49 views
C
Docusign Employee
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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.

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

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4 replies

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

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

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • September 18, 2019

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
Docusign Employee
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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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