I haven't used Monarch since about 2007. I can see that a lot has been added to the software since then, which is great. However, having been about a decade since I've used the product, I see that there is now a tremendous amount of new capabilities that can be utilized with the software. I've watched the pertinent tutorials and diligently scoured the online guides to try to bring myself back up to speed with how the application now works and how to accomplish the task I need to complete. That being said, I'm having one heck of a time trying to sort all of the bells and whistles out. Models, projects, Data Prep, etc.
What I'm trying to accomplish is quite simple. At least I believe it is... I receive a hundreds, sometimes thousands, of pdf's from various creditors that we work with. Once in a while the media that I receive has completely funky, random naming conventions that have no reference to the account number that it's linked to. When these instances occur, I have to manually open each pdf, get the account number (and hope I don't mistype any digits) and rename the file individually (as the naming convention we use incorporates the account number in it). As you can assume, this is incredibly time consuming, tedious and inefficient....
I'd like to create just a simple template that gleans account numbers off of credit card statements. I'd like to then take this template and open a folder of pdf's of statements and load them into the template and have it spit back the account number from each individual pdf. From there I can then use a renaming program to rename the files on a batch basis.
I've tried creating a template by using a random statement from the folder of pdf's that I need to rename and have made a trap to isolate the account number using alpha, numeric, blank and non-blank characters. From there I'm pretty lost. Am I saving this as a Project? Model? What's the next step? Tables? Data Prep? Loading the pdf's?
Any help would be appreciated!
Thanks and have a good day!