Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Archive to SharePoint Folder Bot does
The Bot archives completed documents to a SharePoint folder based on the ‘if-this-then-that’ conditions you set.
When to use the Archive to SharePoint Folder Bot
Install and configure the Bot to automate the process of archiving important documents such as contracts, sales invoices, and more.
Export Custom Values to Archive to SharePoint Folder Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Learn more
Online Order Form
The Online Order Form Flow Template is used by companies that operate online businesses to streamline their sales processes.
Learn more
Cake Order Form Template
The Cake Order Form Template Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
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.
Learn more
Automatically manage document routing and archiving to your SharePoint folder
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.
Other Bots often used with the Archive to SharePoint Folder Bot
Eliminate repetitious tasks with no code
Employ Archive to SharePoint Folder Bot
Begin a new Flow and import samples or create templates right on the platform to enable the Bots option. Find an appropriate Bot from the list.
Set it up
Open the Bot configuration. Fill out all the required fields to personalize general and advanced settings. Consider indicating activation circumstances in order to avoid false activations (you can add a few circumstances).
Figure out the way it operates
Implement the workflow and check the results. Ensure the software robots work appropriately. If something fails, look into the Bots log to fix the mistakes and execute your Flow again.
More bots
Prefill from Microsoft Dynamics 365 via FetchXML Bot
Invoke MS Dynamics 365 Workflow on Completion
Pre-fill from SharePoint List Records
Update SharePoint List Records
Forbid Discarding Changes Bot
Forbid Saving as Draft Bot
Altus Alliance Bot
Go Nimbly Bot
CS2 Marketing Bot
SalesSource Bot
New Breed Bot
JBarrows Sales Training Bot
