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islandcare's avatar
islandcare
New member | Level 2
2 years ago

Automated sorting into subfolders by date??

Is there a way to automate a sort and re-organization of client files? For exapmple, I have 200 clients with case files that are 5+ years old. I would love to figure out a way to automate a sort and resave into a file by year subfolder for each client. Is there a way to do this, or will this be a manual project? 

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