Documents · Lesson 1 of 4

Move documents, not just rows

A document rule moves PDFs, scans, images and Excel files from where they arrive to where they belong.

The comic

  1. Panel 1 of 4.

    Files, not rows

    Murphy says: Some jobs aren't about rows at all. Bills to your accounts system, receipts to a shared folder: that's a document rule.
  2. Panel 2 of 4.
    Murphy says: Start a rule as usual. On “Upload a file”, choose “Move documents instead”. From a connected system, pick “Documents” in its list to move the files attached to its records.
  3. Panel 3 of 4.
    Murphy says: Files can come from an upload (up to 100 a run), your “SFTP inbox”, your own SFTP server, Google Drive, OneDrive or SharePoint, or a connected system's records.
  4. Panel 4 of 4.
    Murphy says: Pick a “Destination”: “Download” (a zip), an SFTP server, Google Drive, OneDrive or SharePoint, or a system like Xero, QuickBooks or Odoo. Morph keeps no copy: each file is deleted once it's handled.

Try it in Morph

  1. Create a rule and choose “File” in “Data Source”.
  2. Choose “Move documents instead”, then drop in a few PDFs.
  3. Pick a “Destination”, “Save”, and press “Run rule”.

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Create a rule

Quick check

2 quick questions. No marks, no pressure: pick an answer and Murphy will tell you how you did.

1. Which button turns a file rule into a document rule?
2. Does Morph keep a copy of the documents it moves?

Try it in Morph, free

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