Windows Application - Move and rename PDFs from hotfolder, with PDF preview
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$300
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- Proposals: 9
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- #2891411
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Jaipur
Web Developer I Graphic Designer I Video Editor & Animation I Data Analytics|article writing
Islamabad
Project Manager / C++ Developer / MACOS Developer / Windows Apps Developer / iOS Developer
Jaipur
110429927324981665301926804822744138326363538177403874426
Description
Experience Level: Intermediate
Estimated project duration: less than 1 week
In a push to go paperless in our office I have not been able to find a program that will easily automate the organisation of scanned PDFs. Therefore, I would like an application that enables us to easily organise a scanned PDF by renaming with standardised filenames, then moving it to an appropriate folder.
We use Xero for our tax software. Xero creates folders within Dropbox with the convention
[Lastname], [FirstName] [ClientRef] / [TaxYear]
Some examples:
Doe, Jane [123456789] / 2019
Smith, Stephen [987654321] / 2020
Johns, Katie [147258369] / 2017
The idea is to show a PDF preview and allow the user to easily search for the correct client directory and select the right tax year, a list of pre-defined document types, enter any other relevant details, then automatically rename and move the file. They should also have the option to E-Mail the renamed file as well.
I have created some detailed wireframes of what I expect the application to look like, which are attached.
Depending on budget constraints I would like it to monitor the folder and popup whenever a new file is detected. Otherwise, it will need to be able to accept a filename as an argument.
We use Xero for our tax software. Xero creates folders within Dropbox with the convention
[Lastname], [FirstName] [ClientRef] / [TaxYear]
Some examples:
Doe, Jane [123456789] / 2019
Smith, Stephen [987654321] / 2020
Johns, Katie [147258369] / 2017
The idea is to show a PDF preview and allow the user to easily search for the correct client directory and select the right tax year, a list of pre-defined document types, enter any other relevant details, then automatically rename and move the file. They should also have the option to E-Mail the renamed file as well.
I have created some detailed wireframes of what I expect the application to look like, which are attached.
Depending on budget constraints I would like it to monitor the folder and popup whenever a new file is detected. Otherwise, it will need to be able to accept a filename as an argument.
Kyle D.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
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Last project
17 Jul 2020
Australia
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