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we handled the '/' character in reorganize. Filecabinet converts it to a '-' so we are now processing that. The folder templates file still should match exactly how it looks in FCCS

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dat972
2026-08-24 23:14:56 -05:00
parent 960248b825
commit 79f36fc774
3 changed files with 9 additions and 1 deletions
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README.md
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@@ -30,7 +30,7 @@ Extracts and organizes documents from FileCabinet CS (Thomson Reuters) using GUI
## Setup Per Engagement
1. Edit `config.ini` -- point `backup_dir`, `export_dir`, and `output_dir` at the client's directories. This file is created automatically from `config.template.ini` the first time you run any script (it's git-ignored, so your machine-specific paths never drift the repo). To reset a machine, delete `config.ini` and re-run. Keep shared/default changes in `config.template.ini` (the tracked file).
2. Populate `fccs_folders.txt` -- open FCCS > System Configuration > Document Folders and list each folder template exactly as shown, one per line. Keep the `YYYY` prefix on recurring folders. Thomson Reuters product folders (UltraTax CS, Planner CS, Practice CS) are detected automatically and do not need to be listed. Like `config.ini`, this file is auto-created from `fccs_folders.template.txt` on first use and is git-ignored — edit it freely per engagement; put only broadly-useful defaults in the tracked template.
2. Populate `fccs_folders.txt` -- open FCCS > System Configuration > Document Folders and list each folder template exactly as shown, one per line (names containing `/`, like `Foreign Bank/Income`, can be copied verbatim — the code converts `/` to `-` automatically, matching how FCCS writes it into filenames). Keep the `YYYY` prefix on recurring folders. Thomson Reuters product folders (UltraTax CS, Planner CS, Practice CS) are detected automatically and do not need to be listed. Like `config.ini`, this file is auto-created from `fccs_folders.template.txt` on first use and is git-ignored — edit it freely per engagement; put only broadly-useful defaults in the tracked template.
## Workflow