Using Workflow to copy to Doc to a SharePoint Content Organizer and archive it in a new Site Collection

Question

I'm trying to use a workflow to archive documents in a library if a certain condition is met. I'm using a workflow for this and copy the document to the Drop Off library.

However the document stays in the Drop-Off library until I open and and save it and then the Content Organizer rules kick in and everything works like it should. But the manual step needs to be automated.

I tried using a second workflow to pick some column and save it but of course it didn't do anything.

Am I trying to make something work that won't work by design? Or is there a way to get this to work?

Thanks!

Answer 1

Hi @amalgamated ,

Please follow steps:

1.Go to the Documents Library, create a Choice type column named "Document Status"

2.Create a new Document Library named "Archive"

3.Then go to the Documents Library, open SharePoint Designer 2013 to create a SharePoint 2013 Workflow

As shown:

4.Save and Publish this workflow

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You could refer to this article Archive SharePoint Library Documents.

Thanks,
Echo Du

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