Documents Wizards
The Documents wizards provide for the manipulation of documents and folders in your workflow.
| Wizard Name | Function |
|---|---|
| Upload Document | Uploads a Document to SharePoint |
| Update Document Properties | Updates a Document's properties in SharePoint |
| Delete Document | Removes a Document from SharePoint |
| Get Document Reference | Gets a Document Reference for future use |
| Check Out Document | Checks out a Document so that it can be modified |
| Check In Document | Checks in a Document, saving changes to SharePoint |
| Discard Document Check Out | Discards changes to a Document and removes any check out |
| Copy Document | Makes a Copy of an existing SharePoint Document |
| Move Document | Moves a SharePoint Document |
| Create Folder (Documents) | Creates a new Document folder |
| Rename Folder (Documents) | Renames a Document folder |
| Delete Folder (Documents) | Deletes a Document folder and all its contents |
| Move Folder (Documents) | Moves a Document folder and all its contents |
| Add Document Permissions | Adds unique user and group permissions for a document |
| Delete Unique Document Permissions | Deletes unique user and group permissions set for a document. |
| Remove Document Permissions | Removes user and group permissions from the default inherited set of permissions for a document |
| Stop Inheriting Document Permissions | Stops inheriting the default permission set from a Document Library for a document |
To launch a wizard, drag it from the ribbon onto a workflow step on the design canvas.