Noodlesoft Forums

I am trying to create a rule that monitors my "Scans" folder and when I place a file in there called "FirstName LastName Document Name" it files the document in the "LastName FirstName" folder elsewhere on my Mac. The names are moving targets as my client list grows and shrinks over time. Is there a way to create such a rule? If needed, I can easily call the document "LastName, FirstName DocumentName" so it exactly matches the folder names.

Thanks.

Search for "match patterns" in the help.

I'm able to complete the first part of the rule and then move it to the parent folder for my clients, but I cannot get it sort into the proper subfolder. Here is what my rule looks like:

Name matches "abc,abc ..."

Move to subfolder "Client Files - Open"
Sort into subfolder with pattern "name"

When it does that, it creates a new subfolder, but does not move it into the subfolder that matches the string it matched in the first part of the rule.

this is another instance where you need two rules to accomplish what you may think of as a single task.

1. move items from scan folder to clients folder
if
Name matches [pattern]
Move to "Client files - open"

this will put the scanned file in the top level of your clients folder. but don't worry, it won't be there long! attach another rule to your clients folder:

2. sort into subfolders
if
Kind is PDF (or whatever type of scanned file)
Name matches [client name]
Sort into subfolder with pattern [client name]

Ah, thanks.