Scanned documents first land in a project’s global files. FindAndBind (the “File Pilot”) helps you sort this pile of documents into the right files with just a few clicks – supported by automatic text recognition (OCR) and keywords you define.
1. Open FindAndBind
Open the project and click FindAndBind in the left sidebar.
2. Assign a document to a file
Under Source the assistant shows the current document. In the Target section, choose the matching File Card and, if needed, a Folder to move the document into. With Insert Variable you can build the destination dynamically from fields. In the Keywords field you mark text so similar documents are suggested automatically in future.
Confirm the assignment at the bottom with Accept and move. Other buttons: Skip, Clear, Delete and Move without rule.
3. Rules and automation
Using the left menu you define rules that let FindAndBind detect and assign documents automatically: FindAndBind Rules, Task Assignment Rules, Logs (history) and Separator sheet. With the Automatic moving toggle, detected files are assigned via rules without further action.
