Automate Receipt Filing from Emil

applescript

I currently have a workflow setup that when I get a paper receipt I highlight the company name and price in green then scan with my ScanSnap which it then OCR's. Then using Hazel I automate the filing so that it saves anything in green as a keyword. Then Hazel auto matches the date and renames and files the PDF based on the Company, Date and total.

So as odd as it is I'm not sure how to do this when I get an email receipt or a receipt from a we page. The only way I can get it to work is to actually print out the receipt and do the same process.

Every time I do that it feels like I'm moving backwards in terms of automation. Does anyone know a way I can highlight a PDF to save as keywords in Hazel?

Best Answer

If you open the PDF in Preview, you can manually add keywords to the PDF. There is no need to highlight the words first.

Open the Inspector (Command - i) and the click the tab that looks like a magnifying glass. Click the + button on the bottom left and you can add the keyword.