I have a document library with a lot of documents. To clean the library up I want to remove all documents that are greater than 3 months. Also I want any document put into the library to be deleted 3 months from the creation date. I want to create a workflow but not sure how I should do it. This was my first thought

 If creation is less than or equal [today] - 93 
Delete Item

Not sure if I am doing this right. Can someone help? Thanks

  • Hi, did you get anywhere with this issue? Did either of the answers help? Yes, I am fishing for an accept answer, if it was helpful :)
    – Tally
    Jan 22, 2019 at 9:57

2 Answers 2


This seems like an opportunity to reuse an Answer that I posted to a similar question.

Just briefly, go in to Document Library Settings>information management policy settings>select Library Based Retention Schedule.

You will then see a screen like you see below. Your policy is a simple one - select the Created date field 39 days and Action: Permanently Delete (or Move to Recycle Bin

n.b. documents in the Recycle Bin remain there for a further 30 days by default, before being deleted. The Recycle Bin is accessible from the Site Collection 'Site Contents' menu.

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You might wish to read in to configuring Information Management Policy Settings since these can be defined site-wide on content types OR they can be defined on individual Lists or Document Libraries OR even a combination of the two (with the locally defined policy over-riding the site policy...)


The Retention and Deletion policies feature sounds like what you need.

This is a feature that can be activated on a site and used for files and libraries in that site.

A quick search online should find you plenty of guides to get you going.

I don't know if this will act on existing items so other alternatives are to use PowerShell or CSOM to perform a clean up but I would stick to the SharePoint feature until it can't help you any more.

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