Custom Task - Monitor a Folder for a Keyword and Download Hourly

Locate the folder with your invoice PDFs on your work server.

Use files from:

Change the top dropdown to "a Preset folder"

Select the folder you want to run this task in on the next dropdown.

Then tap "Insert Step"

Filter the documents to those containing the word "Invoice".

In the new section, change the top dropdown to "with names matching text"

Type in the text you want to match, in this case "Invoice".

Change where it says "at start" to "Anywhere"

Keep the last option as "case insensitive"

Then tap "Insert Step"

Now filter the list of documents to any that are PDFs by using ".pdf".

In the new section, change the top dropdown to "with names matching text"

Type in ".pdf".

Change where it says "at start" to "at end"

Then tap "Insert Step"

Copy the matching files to your iPad in a folder called Invoices.

In the new section, change the top dropdown to "Copy to"

My Private Files/Invoices

only overwrite if newer

Tap "Manual" and change it to 1hr. This will run this Custom Task every hour.

Run task:

Change the dropdown that says "Manual" to "1 hr"

Tap "Start Task" to run this task.