Request Files

The Request Files Step allows you to request PDF files from the recipient. The recipient can upload the files requested.

Notify recipients through email
Attach another PDF file as supplemental document
Set recipients through the User Group dropdown or an email defined using Static Text, Container or Step Export Parameter, or Datasource Field
- Require a password before allowing the recipient to upload PDF files if the recipient is set through email

Name	The name of the Step as it appears in the Workflow Editor. By default, this is set as Request File(s).
Description	A short description of the Step. By default, this is set as "Step to upload a document."
Send e-mail	If the field is set to Yes, an email will be sent to the recipients.
Email Template	Allows you to select the Email Template to be generated and sent by this Step. Only shown when Send e-mail is set to Yes.
Recipients	Allows you to assign recipients by: User Group: Select from the list of Strato User Groups. Email: Input the email address through Static Text, or get the email address from an existing Container or Step Export Parameter, or a Datasource Field.
Require Password	Only shown when Recipients is set to Email. If the field is toggled on, a password will be required before being allowed to upload PDF files.

Catalog Key	The user ID used when running this Step.
Language	The language to be used when generating the email.
Email Attachment	Allows you to select documents to be attached from a Container or a Step Export Parameter.

Parameter Name	The name of the Output Parameter.
Parameter Description	A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory	If enabled, the Output Parameter will be set as required.

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Event Handlers.

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.

The Step Validity tab allows you to set until when the Step is available, and define the actions to be executed afterwards.

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Learn more about Step Validity.