Document Processing: Pick documents by what they are

Pick documents by what they are, whatever their files are called.

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Pick documents by what they are, whatever their files are called.

Add it to a process

In the process designer, open the Add step tab. Find Pick documents by what they are under Document Processing, or type its name in the search box, and drag it onto the canvas.

Fields

FieldRequiredWhat it does
Folder or filesYesThe folder holding the files, or a variable holding a list of files, such as the attachments an email step saved.
Documents to findYesOne per line as key: what it is, e.g. id: South African ID document. Each file is then in {files[id]}.
VariableNoVariable name to store the files in, by key (default: files)

What it gives back

  • {files} – The path of each document, by key, e.g. {files[id]}

See all Document Processing steps.

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or have your first automation working in 7 days.