Date Matching

Get help. Get answers. Let others lend you a hand.

Moderator: Mr_Noodle

Date Matching Fri Mar 21, 2014 2:06 pm • by JerryT
I have been trying to get the date matching to work when I scan and rename files. It seems to work about 1 out of 5 times on documents. I have tried pulling different dates from the files if possible. This has worked in a couple cases but of course this isnt always an option. The scanned files are about as clear as the original. Just to make sure it is the date match part that is causing the file not to rename I have removed that part out of the rule and then it renames it just fine. These are the rules i am using.

Rule without date match:

If "all" of the following......
"Contents" "Contain" "First name of company"
"Contents" "Contain" "Last name of company"
"Contents" "Contain" "invoice"

Do the following:
"Rename" with pattern "my file name sequence"

Rule with Date match that does not work:

If "all" of the following......
"Contents" "Contain match" "date match" - 03/03/2014 (how it is listed on the invoice)
"Contents" "Contain" "First name of company"
"Contents" "Contain" "Last name of company"
"Contents" "Contain" "invoice"

Do the following:

"Rename" with pattern "(date match) - my file name sequence"

Any help would be great!
JerryT
 
Posts: 1
Joined: Fri Mar 21, 2014 1:47 pm

Re: Date Matching Mon Mar 24, 2014 1:56 pm • by Mr_Noodle
Make sure you account for any spaces and such in the pattern. Also, if it's scanned, the quality of the OCR can vary so it's possible that the slashes get translated to something else. You can try searching for the date in preview just to make sure the characters are what you think they are.
Mr_Noodle
Site Admin
 
Posts: 11255
Joined: Sun Sep 03, 2006 1:30 am
Location: New York City


Return to Support