Welcome > Process Designer module > Activity types > HP TRIM activities > TRIM Get Document activity > Configure the TRIM Get Document activity

Configure the TRIM Get Document activity

  1. Add a TRIM Get Document activity to the map. See Add an activity.
  2. On the Extended Properties page of the TRIM Get Document activity, click the Configuration tab.
  3. To select the TRIM system from which to check out a document, consume the system in the TRIM System box.

    By default, the fileplan shortcut for the TRIM System appears in the Fileplan Shortcut box. However, you can select a different fileplan shortcut to check out the document.

  4. To change the fileplan shortcut, do either of the following:

    • To provide a dynamic value, consume the process or server variable in the Relative Path box.

    • To provide a static value, click Static Static and enter a value in the Relative Path box.

  5. To provide a path to the folder from which to check out the document, enter a static or dynamic value in the Folder Path box.
  6. To provide a title for the document to download or check out, enter a static or dynamic value in the Document Title box.
  7. To provide an ID for the document, specify a static or dynamic value in the TRIM ID box.
  8. To provide a location from which to download the document, enter a static or dynamic value in the Download Location box.
  9. To check out the document from the TRIM System to your local computer, click Yes for Check Out.
    Otherwise, TotalAgility copies the document to your computer but does not check the document out of the TRIM System.
  10. Click Save.