Figured I would share this conversation from another forum, as I find this invaluable, as I have my clients all set up with a separate directory,a and subdirectors to mimic an old fashioned file cabinet with working paper, tax, correspondence, etc. files:
"I can see what you are doing here. It looks like we need to do two things to make this work auto-magically for you:
Give the PDF printer the capability to create directories (and stop stripping the backslashes () from the file name)
Provide some way to get the first letter of the last name as a variable, perhaps with some extra trickery to support M, Mc, Mac.
So once I’ve done this, you would set your “Email/Save as” to as follows:
H:\1Scans\T1
And you would set the PDF file name to:
{LastNameLetter}{Name}{ReturnYear}{Return Year} {ReturnType} {name}.pdf
P
Which would translate to
I’m not sure what you are suggesting by adding a {ReturnYearDirectory} variable… at this point we are just evaluating it as text so I don’t think we need to create a new variable. {ReturnYear} will translate to 2014 regardless of where you use it in the file name “formula”.
Please confirm that I understand correctly.
I’ll investigate and report back in a day or so.
"I think I’ve got this working now. I’ll have someone test it on Monday so it should be in the release next week.
The only visible change that you’ll see is that there is a new file naming variable called {FilingCabinet} which returns the first letter of the last name, or in the case of McDonald or MacDonald, “Mc” and “Mac” respectively. There may be other letter groupings we’ll need to handle automatically as well.
And, it will no longer strip out the \ from the filename.
As long as you use only the variables and no hard coded years, the file naming should work each year going forward.
Sorry Cameron, but that ({LastName}, {FirstName}) is not going to work, as it gives me then a folder for the taxpayer, and another folder for the spouse…
What we need is a variable which gives us:
Lastname, first name & spouse first name.
Or else, simply a variable which draws from where the main file is kept…