Possible?: filename containing client name => client folder

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Moderator: Mr_Noodle

If subfolder exists containing name "John Doe", move file containing "John Doe" into subfolder.

I have a designated folder for every client. I include a client's first and last name in any filename related to that client (ie: 2017-06-11 - john doe tps report). I would like to automatically have these files moved into the proper client folder (which is in a subfolder to the watched folder) whenever a filename (full client name) is contained in a subfolder name.

Is this possible?

For example, in the example above, I'd like "2017-06-11 - john doe tps report" moved to a subfolder that contains "john doe" and "client" somewhere within it.
ckboddic
 
Posts: 1
Joined: Sun Jun 11, 2017 7:35 pm

It depends on how predictable the filenames are but check out "match patterns" in the help. You can use a custom text attribute to match the client name then use that attribute in the "Sort into subfolder" action.
Mr_Noodle
Site Admin
 
Posts: 11872
Joined: Sun Sep 03, 2006 1:30 am
Location: New York City


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