Create a Job Folder

Create a dated job folder with subfolders and import the documents into the required folders with FileBrowser Professional's 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.

Estimated Time: 5 minutes
#
Backup Photos from USB to 2 sources
Show me
#
Download PDFs from the last 7 days
Show me
#
Monitor a folder for a keyword and download them hourly
Show me

See our help section on Custom Tasks.