OpenText Content Management

• New document in OpenText folderRuns when a document is added to (or moved into) a Content Server folder. Documents already there when the workflow is turned on don't run it.
• New version of OpenText documentRuns when a new version of a document in a Content Server folder is added, with the version's number and file name. Each version runs it once.
• New OpenText assignmentRuns when the connected Content Server user gets a new assignment, such as a workflow step, with what to do and when it is due.

• List folder itemsList the documents and folders in a folder, one page at a time, with their ids.
• Get itemGet a document's or folder's details: its name, folder, type, size, latest version and when it changed.
• SearchFind documents and folders by the words in their names, details or text. Returns one page; ask for the next page for more.
• Create folderCreate a folder inside another folder.
• Upload documentAdd a file to a folder as a new document, with a category's values if you like.
• Add versionAdd a new version to a document, such as a corrected or signed copy. The earlier versions are kept.
• List versionsList a document's versions, newest first, with their files.
• Download documentDownload a document's file, its latest version or an earlier one, for a later step to attach or send.
• Copy itemCopy a document or folder into another folder.
• Move itemMove a document or folder into another folder.
• Rename itemChange a document's or folder's name or description.
• Delete itemDelete a document or folder (with everything in it). Content Server keeps it in its Recycle Bin for a while, if the agency has one.
• Get categoriesGet the categories on a document or folder, with each attribute's value.
• Apply categoryAdd a category to a document or folder, with values for its attributes.
• Update attribute valuesChange attribute values of a category already on a document or folder. Only the attributes given change.
• List holdsList the agency's legal and records holds.
• Get holds on itemGet the holds on a document or folder, whether put on it or on a folder it is in, with who applied each and when.
• Apply holdPut a document or folder on a hold, so it can't be changed or destroyed while the hold is in force.
• Remove holdTake a hold off a document or folder it was put on.
• Get records detailsGet a document's or folder's RM classification, with its retention schedule (RSI), status and record date.
• Apply RM classificationClassify a document or folder for records management, which sets its retention schedule, with a record date if you like.
• Start workflowStart a Content Server workflow from its map, with documents attached. Its first steps go to the people the map names.
• List my assignmentsList the connected user's assignments, such as workflow steps waiting on them, with when each is due.
• Get assignmentGet one workflow step with its instructions and the choices it offers, such as Approve or Send On.
• Complete assignmentFinish a workflow step with one of its choices, such as Approve, and a comment. The workflow moves on in Content Server.

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