Work Trigger Action Types

Record Actions

Record Field Update - Add, update or delete a field in the Record.
Record Multi Value Update - Add, update or delete multiple variables in the Record in one action.
Rename Record Field - Renames a field in the Record.
Add Record Note - Add a note to the currently routed Record.
Copy Record - Creates a New Record with a copy of the Referenced Record's Data.
Create Record - Creates a new Record and optionally routes it.
Delete Record - Deleted the current Record or a Record by its ID.
Search and Update - Search for values in other Records and update values in the current Record with the results.
Search and Calculate - Calculate SUM, AVG, MIN, MAX and COUNT from searched record values.
Search and Create - Search for values in other Records and create new Records based on those values.
Search and Create CSV - Adds data from all Records in a search to new or existing CSV document.
Search and Run Action Set - Runs an Action set against each Record found in search.
Search and Run Actions - Runs a series of actions against each Record found in search.
Move/Copy Data - Moves or Copies data between Records.
Set Active Record - Switches the current Record context to another Record so further workflow actions will operate on that Record instead of the current Record.
Add Record Hold - Adds a hold of the specified type to the Record.
Remove Record Hold - Removes a hold of the specified type from the Record.
Lock / Unlock Record - Locks/Unlocks a record so only the specified user can make changes.
Set Record Thumbnail - Sets the current Record's thumbnail to a specific Documents image.

Document Actions

Merge Document Template - Merges available data into a predefined merge template.
Merge Data into Document - Merges available data into an existing document.
Convert Document to PDF - Converts an existing document in Record to PDF.
Set PDF Conformance - Changes a PDF to one of the PDF/A conformance levels.
Combine Existing Documents - Merges two or more documents together. The resulting merge will create a PDF file no matter what the original document formats were.
Create ZIP File of Documents - Compresses one or more documents into a ZIP file.
Apply Annotations to Document - Adds annotations to documents
Change Annotation Properties - Changes existing annotations
Remove Matching Annotations - Removes annotations that match specific criteria from documents
Burn Annotations into PDF - Burns all annotations into selected Document(s) and converts to PDF
Delete Document(s) - Deletes one or more Documents from Record that match criteria.
Move / Copy Document - Moves or Copies one or more Documents to another Record by ID
Create Document Share - Creates a Document Share based on specific Cat/Sub Cat/Name in current Record
Change Document Properties - Changes the Category and/or Name of selected documents
Document Field Update - Add, update or delete a field in the Document.
Rename Document Field - Renames a field in the Document.
Add Document Note - Add a note to the currently routed Document (if available).
Extract Document Data - Extracts values from XLSX, CSV files and DOCX and PDF forms
Add Data to CSV - Adds current Record data to new or existing CSV document
Create Text Document - Created a text-based document in the current Record
Set Active Document - Switches the current Document context to another Document so further workflow actions will operate on that Document instead of the current Document
Document Locks - Locks/Unlocks a document so only the specified user can make changes
Convert Document to Images - Extracts document pages into images

Messaging Actions

Send Email - Send a custom email to valid email address(es)
Send SMS Text Message - Send a custom text message to valid cell phone(s)
Create Portal Package - Create a collaboration portal for the current record using the selected package definition
Delete Portal Package - Delete a collaboration portal
Set Portal Package Expire - Change the expiration date for a collaboration portal
Re-Open Portal Package - Open a collaboration portal that was previously completed

Workflow Actions

Cancel Work Item - Cancel the current work item and stop work item processing.
Complete Work Item - Complete the current work item, moving to the next matching trigger (Follow Ups only, requires default complete action)
Reject Work Item - Complete the current work item, moving to the next matching trigger (Follow Ups only, requires default reject action)
Hide/Show Work Item - Hide or Show current work item from work item lists. Can be shown using the Show Hidden option in Workflow Console.
Initiate Workflow Route - Routes the current Record again (creates new route path). Optionally can specify which Trigger/Process to start with.
Parallel Merge - Merges a parallel workflow back into main workflow
Direct Trigger Link - Sets the next trigger to be executed specifically instead of being evaluated normally
Reassign to Default - Reassign the current workflow item to the default users/teams (Follow Ups only)
Reassign to Users/Teams - Reassign the current workflow item to the specified users/teams (Follow Ups only)
Set Due Date - Sets the Due Date
Set Global Due Date - Sets the Global Due Date
Throw Exception - Stops processing, undoes any actions possible and sends error back to user
Work Item Variable Update - Add, update or delete a variable in the Work Item.
Process Other Work Items - Complete, Reject or Cancel other work items

E-form Actions

Create E-Form - Create an E-Form
Approve E-Form - Approve an E-Form that requires approval.
Lock E-Form - Lock the specified E-Form at this point in the workflow.
Unlock E-Form - Unlock the specified E-Form at this point in the workflow.
Update E-form Table - Adds, updates, or removes rows in an E-form table.
Copy E-Form Table - Copies an E-form table into another E-form table.

Asset Management Actions

Assign Asset - Assign the current Record (Asset) to a specific user
Return Asset - Return the current Record (Asset) from assignment
Cancel Asset Request - Cancels the current asset request

Reporting Actions

Create System Report File - Runs the selected System Report and saves it into the active Record
Create Record Report File - Runs the selected Record Report and saves it into the active Record

Indexing Actions

Read OCR/Barcodes - Read the documents using OCR for indexing and for making documents full-text searchable
Delete OCR - Deletes all full text (OCR) information for the routed Record or Document
Auto-Split Records - Implements the Indexing Automation splitting logic to assign splits to the current Record's documents
Auto-Split Commit - Commits an Auto-Split operation that was generated but not yet committed
Auto-Index Record - Uses the Record Type's auto-indexing settings to assign values to the current Record
Auto-Classify Documents - Auto-Classify documents using OCR and Bar Codes based on Record Type Auto-Classify Phrase settings
Invoice Indexing - Used to map invoice fields to the proper Record Type fields. Machine Learning Automation OCR and SPLIT are required for this to work.
Receipt Indexing - Used to map receipt fields to the proper Record Type fields. Machine Learning Automation OCR and SPLIT are required for this to work.
Identity Indexing - Used to map ID (license, passport) fields to the proper Record Type fields. Machine Learning Automation OCR and SPLIT are required for this to work.
Business Card Indexing - Used to map business card fields to the proper Record Type fields. Machine Learning Automation OCR and SPLIT are required for this to work.
W2 Indexing - Used to map W2 fields to the proper Record Type fields. Machine Learning Automation OCR and SPLIT are required for this to work.
Lookup Table Validator - Validates a value against a lookup table using enhanced matching techniques
Lookup Table Reverse Validator - Validates a value against a lookup table using a reverse lookup strategy from the lookup table to the record in question
Line Item Matching - Matches 2 Records' line items. Also supports header data matching.

Integration Actions

QBO Bill Save - Saves current Record to QuickBooks Online
QBO Check Lookup - Retrieves Check Number from QuickBooks Online for current Invoice Record
QBO Account Sync - Synchronizes local DocMgt Account lookup data with QuickBooks Online
QBO Class Sync - Synchronizes local DocMgt Class lookup data with QuickBooks Online
QBO Vendor Sync - Synchronizes local DocMgt Vendor lookup data with QuickBooks Online

DocuSign Actions

DocuSign - Send for Signature - Sends Document to be Signed via DocuSign
DocuSign - Check Status - Waits for DocuSign to contact us to update the status of the Envelope
DocuSign - Get Documents - Downloads documents from DocuSign Envelope
DocuSign - Get Status - Manually gets the status of a DocuSign Envelope (Not recommended - should use "DocuSign - Check Status" action instead)

Advanced Actions

Set Active User - Switches the current User context to another User so further workflow actions will operate on that User instead of the current User
Server Variable Update - Updates a Server-Level Data Variable
POP3 Retriever - Reads email messages from a POP3 mailbox
IMAP Retriever - Reads email messages from an IMAP mailbox
SFTP Upload - Uploads documents to an SFTP server
Make REST Call - Call another system via JSON REST call
Launch Web URL - Launches a new browser window to the specified URL
Run Action Set - Runs a set of actions that are in a named Action Set
Set Temp Record - Sets a temporary record in workflow to store information temporarily

Loop Actions (Enterprise Only)

Action Loop (Enterprise Feature) - Loops and runs all contained actions a specified number of times
Document Loop (Enterprise Feature) - Loops and runs all contained actions for each matching document
Line Item Loop (Enterprise Feature) - Loops and runs all contained actions for each line item
CSV Line Loop (Enterprise Feature) - Loops and runs all contained actions for each CSV line
Table Row Loop (Enterprise Feature) - Loops and runs all contained actions for each table row
Annotation Loop (Enterprise Feature) - Loops and runs all contained actions for each annotation