The Change Document Properties action will change the Category, SubCategory and/or Name of Documents


Options


    • Active Document - Check this ON to change the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Other Documents - Check this ON to change ALL documents that match the Cat/SubCat/Name or OFF to change the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.


    • Find Documents - Specify the Category / SubCategory / Name of the Documents to change. The Documents in the active Record are queried and the Documents matching these values will be changed.


    • Update Documents - Specify the Category / SubCategory / Name of the Documents to update. The Documents in the active Record are queried and the Documents matching these values are acted upon. 


    • Update FileName- Specify a new File Name if you wish. WARNING: Changing the file extension here will cause the document to not be accessible from storage!




All fields can contain static values or variables.