To set up a File Move action for Pass-through processors:

  1. Fill in the configuration fields:

  • Action Label: Give this File Move action a label. (e.g. Move Outdated Bids)
  • Description: Give a description of this file move. (e.g. All bids within specified folders will be moved to target folders once every month)
  • Mail: Turn this on to send an email message to specific users when this action completes.
  • SMS: Turn this on to send a text message to specific users when the action completes.
  • REST Call: Turn this on to make a system call when the action completes.
  1. After completing the configuration fields, fill in the folder paths that you want to trigger File Moves.

  1. When you have completed setting up this File Move action, click Save Action.

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