Copying PDFs and moving them into multiple folders

Question

Hi There! I batch PDF printed a bunch of tax returns for my entities into a folder with the same naming convention for each tax return: "[Entity Code] 2022 Form5471."

I now want to move each of these returns to the entities specific folder. The folders naming convention is "[Entity Name] - [Entity Code]" for every folder.

I want to create a workflow that looks to the Entity Code in the pdf name and matches it to the Entity Code in the folder name and copies it into that folder.

In my mind this is easy but I'm struggling on how to build this. I'm attaching a screenshot of what I explained above. Thanks for any help!

geraldo · Answer

@laurenali

If it was for me that you answered this program does not create a folder. it needs to be with a previously created folder.

I generate a batch file with the necessary files and run it via run command tool

this workflow that I left in attachments does this

acarter881 · Answer

Hello, @laurenali.

This can be accomplished with PowerShell or Python. I would go with Python. If you have access to ChatGPT, it can provide you with sample code of how to do this.

Here's an example of part of the reply from ChatGPT (using GPT-4):

laurenali · Answer

Thanks! Do you have a sample workflow that doesn't create a new folder? I just need to copy the PDFs into an already existing folder.