Hello:
Each day I must create a collateral report. These are stored in the following folder structure: Bank Name\Year\Month\Day\Files… An example would be: Citizens\2019\06 – Jun\2019-06-26\Files…
My process goes something like this:
Step 1: Run an access program that creates the appropriate daily subfolder and fills it with almost all the necessary files.
Step 2: I go into the previously created subfolder (generally the prior working day) and copy a spreadsheet manually into the new subfolder for today.
Step 3: I rename the copied spreadsheet using the following structure: BBC_1234_YYYYMMDD.xls. Where 1234 = a sequential borrowing base report number. An example would be: BBC_1869_20190626.xls.
I would love to automate this with hazel, but I have spent quite a bit of time with not much success. So I’m writing now in hopes that someone can embarrass me by laying out how simply this can be done.