I'm working on modifying my rules after updating to version 4. I'm scanning bills and statements to PDF and was previously using the date created to insert into the file name for statement date. I have just found that I can match the date in the document, then insert that date into the file name. This is amazing! (when it works correctly)
The problem I'm having is that certain files are not grabbing the correct date in the file. Instead of grabbing the statement date, it's grabbing another date (billing date range, etc.). I have tried changing the instance number in the rule, but that doesn't seem to have any effect on this particular rule.
I've copied the entire PDF into a text file so I can see the searchable text of the PDF. I've confirmed that the instance of the date matches what it is set to in the rule, however it is still picking up the wrong date. Any suggestions as to how to troubleshoot this problem further?