I have been searching for a solution to auto-rename PDFs after OCR based on the content. I don’t want to use rules (some documents might be one-offs). The PDFs are scanned documents like recipes, invoices, confirmations, doctor notes etc.
Does anyone know of a software that does this (either OCR+renaming or just the renaming) and has a workflow around DT to get this done?
with the important entities and the date.
e.g. “DATE-doctor-issue” or “INVOICEDATE-company-product” or “DATE-company-nameOfInvestmentFund-typeOfMessage”
i got it to work but this is basically the same problem as i have with hazel. every new invoice requires a change in the rules, defeating the purpose of having the rules in the first place.
…is able to handle multiple products & companies, see screenshot. But of course it’s hard to tell without knowing the actually desired names and the actual documents and how often you have to process new types of documents.
Criss’ smart rule covers three distinct variations, i.e., three different kinds of documents. You only entered one criteria while he used an OR method via the pipe (|) to specify multiples.
well, no. his smart rule doesn’t cover anything as hardcoding entities is the opposite of what you should do. say i buy something from seller ABC, now i need to add ABC to the hardcoded entity list