Archive a Completed File
Overview
- Moves a selected file or folder to another library in one click
- Configured once with a fixed destination, then reused by the team
- Ideal for archiving finished or superseded documents
- Works on a single file or several selected at once
- Available on document libraries
- A native SharePoint feature, with no code and no Power Automate
Common Use Cases
- Archiving completed documents to an Archive library
- Moving finished projects out of a working library
- Relocating signed contracts to a records library
- Clearing a drafts library once work is final
- Moving files between stages of a process
- Keeping an active library tidy without manual drag-and-drop
Common Questions About Archive a Completed File
If LookBook 365 is code-free and out-of-the-box, why does it include this workflow example?
A Quick Step is a native SharePoint action you set up once from the Automate menu, then run in a single click – no code and nothing to build. It performs the action for you inside your Microsoft 365 tenant, turning a few repetitive clicks into one.
Is this available on lists?
No. Move and Copy Quick Steps are document-library only, since list items cannot be moved the same way.
Where is it set up?
From the library under the three dots, then Automate, then Quick steps, then Create a quick step, and choose Move file or folder.
Who can run it?
Anyone with edit rights, since moving a file requires edit permission. Read-only visitors will not see it.
Can I move several files at once?
Yes. Select multiple files or folders and run the Quick Step to move them all to the destination.
Can you set this up and train my team?
Absolutely. I design the list or library, set up the automation, and show your team how to manage it. When your process grows beyond this, I can extend it into a full Power Automate flow that fits how you actually work.
