Improving workflow

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Impress
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Joined: Wed Mar 04, 2015 8:08 pm

Improving workflow

Post by Impress »

Here's my typical workflow:

1. Scan a bunch of documents to pdf files (resulting in meaningless filenames)
2. Open a file manager
3. Open the first pdf file in PDF-XChange Editor
4. Memorize any key information (dates/names/etc.)
5. Close the pdf file in PDF-XChange Editor
6. Go back to the file manager window
7. Rename the file using information memorized in Step 4
8. Open the next pdf file in PDF-XChange Editor
9. Repeat the last steps 4-8 until all the files are renamed properly
10. Move all the files to appropriate folders

From the comments I have read in this forum, it sounds like others utilize a similar tedious workflow.

(Note that we've discussed adding the functionality of renaming files in other threads... but perhaps there is more that can be done to improve workflow.)

Anything that can be enhanced to streamline this workflow will be appreciated! :D :idea: :D
Last edited by Impress on Sun Jan 14, 2018 7:42 pm, edited 1 time in total.
Willy Van Nuffel
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Re: Improving workflow

Post by Willy Van Nuffel »

Please see the answer in your post of 8:13.
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Will - Tracker Supp
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Re: Improving workflow

Post by Will - Tracker Supp »

Hi guys,

Thanks for the comment Willy.

Impress - In the future, please only post a single topic for any given issue or request, as it becomes confusing and frustrating to deal with the same thing in multiple places. As mentioned in your previous post (viewtopic.php?f=62&t=30340&p=120455#p120455)), this has been dealt with at length in other posts.

Thanks,
If posting files to this forum, you must archive the files to a ZIP, RAR or 7z file or they will not be uploaded.
Thank you.

Best regards

Will Travaglini
Tracker Support (Europe)
Tracker Software Products Ltd.
http://www.tracker-software.com
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Impress
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Re: Improving workflow

Post by Impress »

Will - Tracker Supp wrote:Hi guys,

Thanks for the comment Willy.

Impress - In the future, please only post a single topic for any given issue or request, as it becomes confusing and frustrating to deal with the same thing in multiple places. As mentioned in your previous post (viewtopic.php?f=62&t=30340&p=120455#p120455)), this has been dealt with at length in other posts.

Thanks,
Sorry Will. After I wrote it, I realized there might be need for some clarification. In the other threads, we are strictly discussing renaming files. On the other hand, for this thread, I want to open it up to anything that can improve the above workflow.
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Tracker Supp-Stefan
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Re: Improving workflow

Post by Tracker Supp-Stefan »

Thanks for the clarification Impress,

It is really good to have the workflow outlined step by step, but lets continue in the other thread to keep things simple! :)

Cheers,
Stefan