I have a rule set up for a scanning folder which will pull account numbers and dates from a .pdf, rename and move to a permanent folder. Coded:
IF <PDF> and Contains <account number> and contain Match <Date>
Then Rename <Date - Name Extenstion> and Move to folder <xyz>
I have about 50+ unique identifiers that I would like to set up rules without having to click through creating a new rule each time. If there is a better alternative, great. More detail on what I guess I am asking is there a way to check next to rule in the folders box and clone the rule steps where the only changes that would need to be made are rule name, account numbers and folder.