Problem:

You get a lot of attachments in the mail with the same name – example “your-company-name.pdf”. You think it’s unnecessary to rename stuff manually and

Solution:

1. Download Hazel app.

2. Set up a new rule containing the following for your downloads folder.

   If Any
   Name contains “your-company-name”

   Do the following..
   Rename with pattern [date added]_[creator][extension]

3. Done! Your files will from now be named in a more convenient way.

What I realized was that each of the above types of documents could easily be identified by my unique account number with each company. And so I set up rules in Hazel to look at the contents of a document, and depending on which criteria that document matches Hazel renames the PDF accordingly and then files it into the proper folder on my Mac.

Smart. I need to add this to my Hazel rules for my paperless setup.