Documents · Lesson 3 of 4

Give documents proper names

Rename files from what's on them, like the date, supplier and invoice number, and sort them into folders.

The comic

  1. Panel 1 of 4.

    scan_0001.pdf?!

    Murphy says: Files called “scan_0001.pdf” help nobody. Add a step and choose “Rename”.
  2. Panel 2 of 4.
    Murphy says: Build a “New name” from pieces. “Add a field” uses what was read from the document or a lookup, or the “Original name”, “Folder it came from” or “Date of the run”. “Add text” goes in between.
  3. Panel 3 of 4.
    Murphy says: Only need to change part of a name? Switch to find and replace. “Find” can even take a regular expression (a pattern for matching text). Not sure what to write? “Work it out from an example”.
  4. Panel 4 of 4.
    Murphy says: Tidy folders too: “Put the file in a folder”, like one for each year and month. And you choose what happens when two files get the same name.

Try it in Morph

  1. Open or start a document rule.
  2. Add a step and choose “Rename”.
  3. Build a “New name” with “Add a field” and “Add text”.

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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. What can a new name be built from?
2. You only want to swap “scan” for “receipt” in each name. Which mode suits best?

Try it in Morph, free

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