Rename Document


Rename Document

Piles of paperwork can create stress and confusion, especially when trying to keep everything organized. Find out how to automatically rename documents in your workflow so they make sense to you with the Rename Document Bot.

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About this course:

This course will take you through the process of assigning a new name to a document when certain conditions are met.

By the end of the course, you’ll be able to automatically rename documents in your document workflows.

What does this course cover?

This course covers all the ins and outs of setting up this Bot for your workflow: from choosing a document to rename, setting conditions upon which the Bot will act, and explaining how to use the advanced settings.

Why was this course made?

We created this course to explain how to automate the process of renaming documents with custom names to ensure accuracy and reduce time spent on paperwork.

Who can enroll?

Anyone can enroll in this course to learn how to rename documents automatically, keeping workflows transparent and organized.

The materials for this course include:

  • learning resources to show you the entire process of renaming documents with no-code automation.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to add the Bot to your document workflow
How to use dynamic data when adjusting new names for documents
How to set conditions for a document being renamed
How to create tags to easily locate documents
Duration 15 minutes
Badge A sharable achievement is included
Subject Automatically rename documents
Level Intermediate
Language English
Price FREE



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