Adding processing steps to a Data Process shape

Add a processing step to a Data Process shape for each action to perform on the document data. The processing steps are executed in the order defined in the shape. Each processing step operates on the data output from the previous processing step.

1. Add a Data Process shape to your process or edit an existing Data Process shape.

The Data Process Shape dialog opens.

1. Enter a custom Display Name.
2. Click the  Add Step icon.
3. Choose a Process Type from the list.
4. Configure the processing step according to the process types that you selected.
5. Repeat steps 3–5 to add more processing steps.
6. Click the Move Step Up and/or Move Step Down icons to change the order of the steps as needed.
7. Click OK to save your changes.
8. Save the Data Process shape.