Paperlogix Automation Overview

Paperlogix automation gives you the ability to perform common actions automatically using workflows and rules. For example, you can use automation to organize documents, rename, move, or upload to cloud services.

Workflows

Workflows are a great way to perform a series of actions, such as renaming, moving, or uploading documents. A workflow is a series of actions that you define. You can invoke a workflow manually, or from any rule. To learn more about workflows, see Workflows.

Rules

With Paperlogix you can create your own rules to perform actions or workflows.

  • Text Rules give you the ability to perform actions when documents contain specific text. This is great way to automatically organized scanned documents.

For example, you might use Text Rules to automatically organize and archive scanned receipts based on a store name contained in the receipt text.

  • Created Rules perform actions when documents are initially created.

For example, you might use Created Rules to automatically upload all new documents to your favorite Cloud Services for backup purposes.

  • Folder Rules perform actions when documents are added to a folder.

For example, you might use Folder Rules to upload documents to your favorite Cloud Service when they are drag-and-dropped into a particular filter.

  • Tag Rules perform actions when documents are tagged.

For example, you could use Tag Rules to automatically rename documents, or to invoke workflows.