2022.2

Task properties
General Tab
Note: For this tab to work, you must have entered your SharePoint Connection information in the
Connection Tab.
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SharePoint Site: The name of the SharePoint site from where you want to retrieve documents.
You can click on the Refresh button to display a list of sites on your SharePoint server.
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Document Library: The document library where you want to retrieve the files. You can click on
the Refresh button to display a list of libraries on the SharePoint site selected previously.
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Folder: The folder in the document library where your files are located. You can click the Browse
button to display your folder structure. In the Browse Folders dialog, click on the folder you want
to use and click OK.
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Input Rule: Lets you define rules to filter incoming files on certain variables, for example the file
name, size, etc. Clicking the ... button brings up the "Rule Interface" on page727.
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Download files from sub-directories also: Check to also look into subdirectories of the spe-
cified Folder.
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Do not download checked out documents: If the document is set as "Checked Out" in
SharePoint, it will be ignored.
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Action Group
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Download the document: Simply download the document and do not modify it in
SharePoint.
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Download the document and mark it as checked out in SharePoint: Download the
document and mark it as Checked Out in SharePoint. This is useful for preventing files to
be downloaded more than once.
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Download the document and delete it from SharePoint: Download the document and
delete it from the SharePoint server.
Connection Tab
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Server Name: The name of the SharePoint server. This can either be a server name (e.g.
http://SharePoint2003 ) or an IP address (e.g. http://192.168.1.123 ). Both http:// and https://
(secure) connections are accepted.
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Domain: The active directory domain for the logon credentials. This is not necessary if the
SharePoint server is not part of a domain.
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