Willing to Pay for Help

Talk, speculate, discuss, pontificate. As long as it pertains to Hazel.

Moderators: Mr_Noodle, Moderators

Willing to Pay for Help Tue Aug 06, 2013 9:40 am • by AthenLaw
I know what I want to accomplish, but I am unsure as to the best way of accomplishing it. Here it is in a nutshell:

1. I scan a document, or create a .pdf
2. The document is then named based on what is in the document (this I think I have accomplished) (e.g. 2013-08-06 | DC | Notice of Trial Date.pdf)
3. The document is then placed in the proper client folder, or subfolder, based on what the document is. (e.g. Client Portal/Athen, Scott Carl/CASE NUMBER/Court Notices/)
4. The entire /CASE NUMBER/ folder is then copied to another folder /Active Files/SHORT CASE NAME/ (or the other way around).

I think I can explain it better on the telephone, or better yet with a screen-share.
Scott Athen
scott@AthenLaw.com
AthenLaw.com
Phone: 443-379-4250
Fax: 888-492-9646
AthenLaw
 
Posts: 8
Joined: Fri Jun 28, 2013 11:51 pm

Re: Willing to Pay for Help Tue Aug 06, 2013 11:31 am • by AthenLaw
I figured out how to Sync my folders. Now I just need to set rules to put documents in proper sub-folders for each file (the subfolder structure will be the same for each client file).
Scott Athen
scott@AthenLaw.com
AthenLaw.com
Phone: 443-379-4250
Fax: 888-492-9646
AthenLaw
 
Posts: 8
Joined: Fri Jun 28, 2013 11:51 pm

Re: Willing to Pay for Help Wed Aug 07, 2013 3:04 pm • by Mr_Noodle
How do you expect to correlate between the document and which client it belongs to? Based on something in the name? The contents?
Mr_Noodle
Site Admin
 
Posts: 11195
Joined: Sun Sep 03, 2006 1:30 am
Location: New York City


Return to Open Discussion