Noodlesoft Forums

I use a service called FileThis that downloads statements for multiple accounts from 20+ companies I do business with including banks, utility companies, health insurance companies, paycheck services, etc. It puts them in subfolders named for each account. All told, there are over 50 individual directories that the FileThis Fetch program puts documents into at any given time.

I want to use Hazel to watch these folders, apply a series of tags to the PDFs and move them to the appropriate place in my "File Cabinet" directory.

I really don't want to have to create a rule set for each and every folder. Ideally what I'd like to do is set up a rule similar to this:

If any of these conditions:

• Name contains "Bank 1 name"
• Name contains "Bank 2 name"
• Name contains "Credit Card 1 name"

AND

• File type equals "PDF"

Then apply tags and move to the "Financial Statements" folder and sort into subfolders based on parent folder name.

I'll admit I've been a very basic user of Hazel so far so if this is already possible, I apologize. I couldn't see a way around having to essentially duplicate the same rule for multiple individual folders.

Thanks for any advice,
Dan

Check the sticky post about going into subfolders. You'll need a rule like that to tell Hazel to go into subfolders and process its files. That would be used in addition to any rules you have already to process the files. Read the article carefully as it's important you keep those separate.

In one of your replies on that thread you made the statement "You should not think in terms of doing everything in one rule." I didn't realize you could put multiple rules on a folder and have them execute "top down". Being able to do that let me do what I needed to do.

Thanks a bunch!
Dan