Recipe · Organize
Keep signed contracts and agreements together in one folder
Omaculate moves documents that look like contracts or agreements (contract, agreement, NDA, signed, lease and their Spanish and German forms) into a Contracts folder.
Why it helps
Contracts get downloaded once, signed, and then needed a year later when nobody remembers what the file was called.
What it matches
- Documents whose names read like a contract or agreement
- With Grand Oma and smart naming, Oma also reads the document on your Mac when the name doesn't settle it
What it leaves alone
- Images named "signed"
- Invoices and statements (their own recipes)
A document in Downloads that looks like a contract or agreement is moved to Downloads/Contracts.
Set it up in Omaculate
- Open Omaculate from the menu bar and go to Recipes.
- Under Suggested, choose Contracts and agreements. It's ready to save, on Downloads.
- Look over the files it would touch, then press Save.
- Press Tidy now, check the list, and approve it.
Change anything by tapping its words, for example: tag them with your own Finder tag; remind me about it in 1 year (renewals).
Or by hand: search and move
- In Downloads, press ⌘F and search for "agreement", "contract" and "signed".
- Drag the results into a Contracts folder.
Questions
Can Omaculate remind me before a contract renews?
You can add "remind me about it in" to a recipe, from 7 days to 2 years. Clicking the reminder shows the file in Finder.
Related recipes
Gather invoices and receipts
Anything in Downloads that looks like an invoice or receipt is moved to Downloads/Invoices and Receipts, by year.
Gather statements and payslips
A document in Downloads that looks like a statement or payslip is moved to Downloads/Statements and Payslips, by year.
Gather PDFs and documents
A document in Downloads is moved to Downloads/Documents.
Let Oma gather contracts and agreements.
Free for one folder. Everything free for 3 days, then Grand Oma is $14.99, once.