Rename PDF based on Company names

DEVONthink Automation
1

Hi

I want to automatically rename my scans based on the company name within the PDF like this:

If PDF contains „Company A“, new file name „Document Date_Company A.pdf“

If PDF contains „Company B“, new file name „Document Date_Company B.pdf“

If PDF contains „Company C“, new file name „Document Date_Company C.pdf“

I know the names of the companies. Is this possible with a single smart rule or do I have to make a smart rule for every company?

Thank you a lot for your help!

2

Welcome @mbabst

Possible? Yes and with more than one approach possible.
Assuming you wanted to do this when importing the files it depends on if the PDFs have a text layer with the company name.

  • Are these scans of yours?
  • If so, have you done OCR on them?
  • And how many company names are you anticipating?
3

Yes these scans are mine and OCR is performed on all of them. Probably around 27 companies in total. All PDFs have a different structure.

What I want to to is basically this

but unfortunately (Company A | Company B | Company C) doesn‘t work.

4

What specifically doesn’t work?

Also, this method isn’t the only option available.

5

I‘ve found the problem, you have to use instead of () for the conditions but () for Scan Text. It works like this.

6

Do the company names have multiple words?

7

Yes some have multiple words.

8

In that case quoting the names like "Company A" in the conditions should be sufficient.