Sorting and Moving Documents with Hazel

In the Mac Power Users paperless episode(3), I commented that I do a lot of my document sorting automatically using a great little Mac application called, Hazel (reviewed here). So here is how I did it:

In the Hazel preference pane, pick the folders button and locate the source of your scanned images. Hitting the "+" button allows you to create a new folder to examine and, more importantly, a new rule. I'm making one to file my auto insurance statement.

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This rule picks anything I've named CN Auto Statement. First, it renames the file inserting the date before the name. You simply drag the date created field into the name. Don't forget to add a space or hyphen between the date and name.

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Next, create a rule to move the file to your selected location.

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Finally sort it into a subfolder based on the year. Use the date created field and delete all elements except for the year.

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Here is the final rule.

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I made rules for all of my regular documents. So long as I remember to name them correctly, the rest is done automatically. Thanks Hazel.