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Automatically File Documents

I am looking for a way to automatically file documents based on metadata. I have done this in the past with SharePoint Designer by using an impersonation step and updating the path of the document. However, Nintex doesn't seem to recognize the "Path and Name" field that can be used in a SPD Workflow. In short, I want users to select their department when adding a document, and have the document automatically move to that department's folder.

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Re: Automatically File Documents

Hi,

Would you consider using document sets instead of folders?

Then you only need to assign document set to document and then metadata is assigned

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Re: Automatically File Documents

I'm open to trying out to see how well it works. How would I go about setting that up?

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Re: Automatically File Documents

This explains a lot - Using Document Sets - Nintex Workflow

Do you use folders just for navigation and organisation?

If this is the case, this would be much simpler -

You can just have a column "Department" on the library.

Then in the default view, group items by "Department"

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pfudala
Nintex Newbie

Re: Automatically File Documents

"Document sets" are available for SharePoint Server (not for SharePoint Foundation).

Do you have this requirement?

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