Paperless documents
Tag your paperwork.
As it arrives.
Automatically add Invoices and To review to matching PDFs in Downloads. Keep incoming paperwork tagged without opening and labeling each file.
Set up this automationDownloads
PDF
invoice-Northstar.pdf Finder tags applied
Example automation
Tag incoming invoices for review.
Save an invoice PDF to Downloads and let your rule apply both tags. Set up similar rules for other filenames and document types.
- Match these files
- PDF files with invoice in the name
- Apply these tags
- Add Invoices + To review
- Resulting tags
- InvoicesTo review
The rule checks file names and types. It does not read invoice text, amounts or review status.
Read the setup guideAutomatic Finder tagging