Thanks @Stephen_C.
To make it as simple as possible, I removed the two conditions in the rule that had a contains for text in the PDF file itself and just left the matching “contains” for text in file name itself. Still does not work.
If I right click the file in the inbox, there is a classify option which will work if I manually click it from the right-click menu, but I shouldn’t have to do that.
I don’t see where all these options are clearly described. It’s unclear what “On Import” actually means. I’m assuming it means when I import the file into the inbox…???
Manually running this rule does not work either.
How is that possible?..I’m missing something very basic.
Thanks,