Configure a Document Received activity

  1. Add a Document Received activity to the map. See Add an activity.
  2. On the Extended Properties page of the Document Received activity, click the Configuration tab.
  3. Consume the document ID or folder ID in the Document/Folder ID box.

    Note If you specify the document ID, at runtime a single document is added to the document set with the specified status. If you specify the folder ID, all the new documents within the folder are added to the document set with the specified status.

  4. Optionally, enter the source of the document type or provide a static value in the Source box.
  5. Optionally, on the Status list, select the status of the document.

    At runtime, the status of document is updated in the document set.

    • If you specify the status of document as Accepted, the rules for the document set are executed and preconditions are reevaluated.

    • If you do not specify the status, at runtime the document status is marked as received. If the document type does not exist in the document set, a message appears.

  6. Click Save.