Automate Creating Nested Folders using your iPad
Create a dated job folder with subfolders and import the documents into the required folders using iOS with FileBrowser Professional Custom Tasks.
First give your task a name like "Create a new job file"
Use files from...
A preset folder
iMac/Client Work/
Locate the folder you want to create a new dated folder within.
Create folder in...
Current Folder
with date...
format: YYYY-MM-DD
Create a folder with todays date in the folder specified.
Create folder in...
iMac/Client Work/2022-03-01/
with name...
"Invoices"
Create a new Folder called "Invoices" in the dated folder.
Create folder in...
iMac/Client Work/2022-03-01/
with name...
"Contracts"
Create a new Folder called "Contracts" in the dated folder.
Create folder in...
iMac/Client Work/2022-03-01/
with name...
"Requirements"
Create a new Folder called "Requirements" in the dated folder.
Use files from...
A preset folder
Dropbox/Downloads/
Locate the folder with your job files.
with names matching text...
"invoice"
anywhere
case insensitive
We can then limit our selection to files with the word "invoice" only.
copy to...
"iMac/Client Work/2022-03-01/Invoices/"
overwrite if necessary
Copy the files with the word "Invoice" to your new invoices folder under your dated folder.
You will see a list of files with plus icons next to them, these are the files that will be copied.
Use files from...
A preset folder
Dropbox/Downloads/
Locate the folder with your job files.
with names matching text...
"contracts"
anywhere
case insensitive
We can then limit our selection to files with the word "contracts" only.
copy to...
"iMac/Client Work/2022-03-01/Contracts/"
overwrite if necessary
Copy the files with the word "contracts" to your new Contracts folder under your dated folder.
You will see a list of files with plus icons next to them, these are the files that will be copied.
Use files from...
A preset folder
Dropbox/Downloads/
Locate the folder with your job files.
with names matching text...
"requirements"
anywhere
case insensitive
We can then limit our selection to files with the word "requirements" only.
copy to...
"iMac/Client Work/2022-03-01/Requirements/"
overwrite if necessary
Copy the files with the word "requirements" to your Requirements folder under your dated folder.
You will see a list of files with plus icons next to them, these are the files that will be copied.
Run Task
Manual
Start Task
Tap Manual to schedule how often you would like to run this Custom Task or just tap start task to run it.
See our help section on Custom Tasks.
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