I’ve setup a Smart Folder named “Move Fin” with the following: On the Conditions tab, Search inside: Records for Any Filename containing “Fin”. The Actions tab includes the addition of several tags and Move to: “Financial” (a folder within the Records Library).
My expectation is that when I put a file (containing “Fin” in the filename) on the Drop Pad, it will be imported into ‘Records’ and then the ‘Move Fin’ smart folder will, automatically, apply the tags and move the file into the ‘Financial’ folder. This does not happen, despite the fact that the ‘Move Fin’ ‘Condition’ tab states: “Search inside: ‘Records’”.
If, however, I manually move the file from ‘Records’ and drop it on ‘Move Fin’ the file is both tagged and moved appropriately.
What am I missing or is this the way it is supposed to work?