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Modify Document Actions

This action is used in conjunction with the SharePoint integration, allowing users to push new versions of their document through the Agiloft Contract Assistant for Word workflow

Create a Modify Document action

Follow the steps below to create a Modify Document action.

  1. Navigate to Setup [Table] of the table you want to create the action in.
  2. On the Actions tab, click Modify Document Action.
  3. Enter a Name and an optional description.
  4. Navigate to the Data Source tab.
  5. In Source field, choose the field that the document is stored in.
  6. In Destination field, choose the field that the new document should be stored in. You can choose to add this new document to the field, or to overwrite previous versions using the radio buttons below the field.
  7. Select Yes if you use the Agiloft Contract Assistant for Word.
  8. Click Finish.