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Automatically Rename PDF Files

This names files from what is written inside them rather than from a scanner's counter. It replaces filenames like scan0001.pdf with something a person can actually find later.

How to Automatically Rename PDF Files

  1. Upload the PDFs.
  2. Choose which text should form the filename.
  3. Run it, then download the renamed files.

When you would use this

  • Naming scanned invoices by their invoice number.
  • Renaming a batch of certificates by the holder's name.
  • Turning scanner output into meaningful filenames before filing.

Questions

Does it work on scans?

Only if they have a text layer. Run OCR PDF first.

What if the text is not found?

The file keeps its original name. Check the report for skipped files.

Can I add a date or counter?

Where the naming pattern supports it, yes, which helps avoid duplicate names.

Need this at scale?

These tools handle one document at a time. When the job is thousands of files, Greenbooks handles document digitization as a managed service, including bulk scanning, OCR and metadata capture, with the output loaded into DocuVenta DMS. Talk to us about volume work.

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