Tags Management:
With Tags Management, you can create rules to automatically sort processed PDFs into the correct folders. These tags are used for both the searchable PDFs in the Output Folder and the original files in the Archive Folder.
1. Sorted PDFs Folder Location:
Select the folder where the text recognized PDFs should be organized and stored.
This is the folder monitored by MySorty to ensure that the corresponding original files in the Archive Folder are also sorted in the same way.
2. Indexing Options:
This feature ensures that the searchable PDFs in the Output Folder are properly indexed by Windows, allowing you to quickly find content using Windows Search.
Step-by-Step Guide:
- In the Tags Management window, click “Open Indexing Options.”
- The Windows Indexing Options window will open.
- Click Modify.
- Select the same folder you previously chose for your sorted PDFs.
- Click OK.
- Windows will now automatically start indexing the PDFs.
- Once indexing is complete, you can find content within your searchable PDFs directly via Windows Search.
Note:
- Indexing may take several minutes depending on the number of files.
- Any new PDFs moved to this folder will be automatically added to the index.
3. Add New Tag Rule:
Here you can create a new Tag Rule:
Folder Name:
Enter the name of the target folder that will be created inside the previously selected “Sorted PDFs” folder.
PDFs that match the tags specified below will automatically be moved into this folder.
Tags:
Enter a list of keywords that MySorty will use to search through the PDFs.
Notes:
- A tag can consist of multiple words (e.g., “Utility Bill for 2025”).
- Choose meaningful and unique tags to avoid errors or conflicts with other tag rules.
- Keep in mind that a PDF may match multiple rules — clear tag definitions help ensure files are sorted correctly.
Matching Mode:
- Any Tag:
MySorty searches each PDF for any of the listed tags. If at least one tag is found, the PDF is moved to the target folder.
- All Tags:
MySorty checks whether all specified tags are present in the PDF. Only when all are found will the PDF be moved to the target folder.
Click Add Rule to create the rule.
4. Existing Tag Rules:
Here you can see all the rules you have already created. Each rule displays the following:
Folder:
The target folder where the PDFs will be moved.
Tags:
The keywords MySorty searches for in the PDFs.
Matching Mode:
Indicates whether the PDFs are sorted by Any Tag or All Tags.
Search Bar (Search Tag Rules):
With the search bar, you can quickly search for specific tag rules.
The list is automatically filtered as you type.
Created:
The date and time when the rule was created.
Up/Down Arrows (Priority):
Use these buttons to set the order of your tag rules.
- The rule with Priority 1 is applied first, followed by Priority 2, and so on...
This allows you to decide which rules take precedence when multiple rules could apply.
Edit Priority Directly:
The priority can also be manually adjusted directly in the priority field without using the arrows.
Edit:
Allows you to modify an existing tag rule, for example:
- Add or remove tags.
- Change the target folder name.
- Adjust the matching mode (Any Tag / All Tags).
Delete:
Completely removes the rule from the list.
Notes:
- Rules apply to all new PDFs in the Output Folder.
- Original files in the Archive Folder are sorted according to the same rules.
- Tag rules can contain not only individual words but also entire sentences.
- Plan your tags carefully to avoid collisions.
5. Backup and Restore Tag Rules:
Backup Tag Rules:
Creates a backup of all currently existing tag rules. This allows you to save your rules before making major changes.
Restore Tag Rules:
Restores previously backed-up tag rules. Useful for recovering rules that were accidentally deleted or modified.
Notes:
- Please make sure you always have a backup of your tag rules before making any changes.