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Archive to SharePoint Folder Bot

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Archive to SharePoint Folder Bot

Name: Archive to SharePoint Folder | airSlate
Brand: airSlate
Rating: 4.5 (37 reviews)

Make sharing and managing documents easier for your employees. Let teammates locate and archive their necessary documents in SharePoint folders. Empower your teamwork with the Archive to SharePoint Folder Bot.

Try automation, it’s free!

What the Bot does

The Bot archives completed documents to a SharePoint folder based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automate the process of archiving important documents such as contracts, sales invoices, and more.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 27 Templates
Used in 21 Workspaces
Installed 311 times in the last 30 days
100% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Archive to SharePoint Folder Bot. No coding required.

Select a site from the SharePoint list or enter its URL manually

Configure Bot settings

Start by connecting your SharePoint account. Then, choose an existing archive folder or create a new one. Pick the necessary documents within your workflow to be automatically archived in the specified SharePoint folder.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a few document fields and tell the Bot to archive the document once they have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your document archived in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be archived in the selected SharePoint folder.

Try pre-built workflows to experience the Archive to SharePoint Folder Bot in action

Sales Invoice

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.

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Online Order Form

The Online Order Form Flow Template is used by companies that operate online businesses to streamline their sales processes.

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Cake Order Form Template

The Cake Order Form Template Flow is used by companies that operate online businesses to streamline their sales processes.

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The Freelance Contract

The Freelance Contract Flow is used by industry professionals to automate the process of contract management while saving time previously spent on routine manual work.

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Automatically manage document routing and archiving to your SharePoint folder

By adding the Archive to SharePoint Folder Bot to your Flow, you can send a file to a SharePoint folder once it’s completed. This not only saves time but can help ensure that you and your teammates manage your document library with precision. Rest assured that no vital contacts, employee applications, or any other business documentation can be permanently deleted from your organization system.

Archive as ZIP, perform one-time archiving actions, or save each Flow Revision. Smoothly restore data operations whenever needed.

Consider building a master archiving solution for controlling and managing enterprise information resources. Here are a few places where airSlate can help:

Faster document processing
Secure data exchanges
Elimination of human error
A structured and securely accessible database
Data loss prevention

The smart archiving mechanism lets you undo information loss or damage caused by user errors or other factors. The Archive to SharePoint Folder Bot allows you to create and manage backup copies of your records and store them securely. Automate workflow to move documents to a folder in SharePoint by setting up the airSlate Bot in a few clicks.