Save Document to File Builder

The Save Document to File Action builder retrieves a document form the database and saves it to a local directory.


Select the Document Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.


The Document Criteria will be used to ascertain what document to be retrieved.


Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be documentName.

Parameters will have the value substituted during the script execution.


If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.



Click Yes to save the document as a Pdf.

File Path – the variable that will hold the path to the new document file. Note: this variable needs to be set before this point in the script.

Created Script


Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Record By Criteria – retrieves the first record, in the database, that matches a Criteria and sets that record to a variable.

Get Record Content – retrieves the document content from the record and places it into a variable.



New Document Item – creates a new DocumentItem and sets that to a variable.

Set DocumentItem Content – sets the newly created DocumentItem content to the record content variable.

Save Document File – takes a path and saves the document contents using that path.