File Sorting by Hand Written Date

Question

I need help sorting out daily reports for different subcontractors. As of right now I separate them by individually extracting each page then finding the folder it belongs in, then copying the same format and changing the date. I fell though that there has to be an easier way to file these daily reports. I've tried making bookmarks but the problem is the dates on the reports are hand written and therefore are all written differently. I'm just wondering if there is a tool or something where I can have the standard title but for every page, manually input the month and/or date then split the document into one folder.

Ted Krush · Answer

Very good information and I am glad I am not the only one who has to muddle through contractor's daily reports

David Cutler · Answer

Building off @Dhanush Kodi Raj has suggested @Giovanni Vaca you could create a custom stamp or text box that includes "Smith Electrical - 2024.03." where you could mark each sheet with a simple click and typing 2 numbers for the date.  Once you have these markups complete you could flatten them and then use "page regions" to create bookmarks and page labels to complete @Dhanush Kodi Raj's process.

Hope this helps.  😎

Dhanush Kodi Raj · Answer

Hi Giovanni Vaca

Bookmarks are the fix here, used the right way. Stop reading the date off the handwriting, type it yourself for every page, subcontractor and date in your own format, like "Smith Electrical - 2024.03.15". That kills the handwriting problem since you control the naming.

Then go to Document, Split Document, choose Top Level Bookmarks, and set naming to Bookmarks instead of Prefix/Suffix. One PDF per page comes out already named correctly.

One catch, Split Document only saves to one folder per run. Run it once per subcontractor, selecting just their pages under Custom range, pointed at their folder. A few quick runs beats extracting and renaming every page by hand.

Test it on one report first, then make it your process.

Thank You , if it doesn't solve kindly inform me