Rename Document

Star Rating
4954 students
15 minutes
Do you sometimes misplace documents or spend ages searching for the one you need? Discover how to keep your paperwork organized by automatically renaming documents using filled-in information, recipient names, current data, and other criteria.
Rename Document

About this course

This course explains how to build a dynamic path for keeping your document workflows in order. You’ll learn how to provide better access to your documents, make it easier to sort them, and reduce the overall time spent on paperwork.

By the end of this course, you'll be able to automatically rename documents by entering custom names or using dynamic data from documents.

What’s included?

lessons to explain how to rename documents based on filled-in data
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to automate the process of renaming documents with custom names
How to ensure accuracy and reduce time spent on organizing documents
How to enhance navigation within documents that have been renamed

Who is this course for?

Anyone interested in keeping document workflows accurate and organized
Anyone looking to eliminate time spent on locating their documents
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Leveling up your productivity bit by bit

Every routine working process involves a lot of small manual tasks that are tedious and inconsequential to one’s professional development. A simple example of such a task is to rename a document. Seemingly, it is an easy job that takes no time. Yet, if it is a part of your regular workflow, renaming documents manually can turn out to eat up your working hours. When working with a file, there are several ways to change the file name:

  • By clicking on the file’s name twice on the device;
  • Right-clicking on your mouse;
  • Via file configurations.

Doing this several times a day, manually, can be time-consuming. Optimizing such a small share of the overall workflow may seem insignificant, but once you set up automated renaming, you’ll notice the difference it can make.

Saving every minute

After the Rename Document Bot training course, you and your team will forget about manual document renaming. Throughout this course, you will learn how to rename a file individually or in bulk based on the simple ‘if-this-then-that’ logic used by our airSlate automation Bots. Once the Bot meets the conditions you set, it will automatically rename files in accordance with your rules.

Document workflow optimization at its best

The time required for file renaming may seem too short to pay attention to. Yet, airSlate software Bots can manage the manual processes which stall your progress. Discover all the potential of no-code document workflow optimization and automate the tasks that hold little value in terms of your growth. Migrate data, get notifications, generate documents automatically, and run more routines hands-free. The configuration of every Bot takes no more than 15 minutes, but it will save you and your team hours every week.

Learn more ways to accelerate your workflow

This Rename Document Bot course takes only 15 minutes to complete and provides you with all the knowledge you need to forget about manual file renaming in your document management. Discover more tips on smart workflow optimization with the help of airSlate tools, as every course is concise and interactive, which ensures easy learning. Learn new ways to improve your processes and introduce them to your workflow straight away.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Usually, renaming a single document is a no-brainer. One just needs to hover the file name and click it to change file name. If you need to do it often or change names in bulk, learn how to rename a file with the Rename Document Bot, which allows doing it automatically in no time.

The fastest way to rename a document in your workflow is to install the Bot that will automatically rename files according to the conditions you set. On average, setting up this Bot takes up to 10 minutes, but you will never have to do it manually after the Bot is set up.

To rename a document on your computer, click on the file with the right mouse button to open the file options. Choose the Rename option and enter the new name for the file. When done, click Enter to complete this action.

To rename a file, hover on the name of the document, click the emerging Edit tool, and enter the new name. If you need this process automated, install the Rename Document Bot. It is a piece of software that will change the names of your files based on the ‘if-this-then-that’ conditions of your choice.

If renaming files is a part of your document workflow, you can automate this process with the Rename Document Bot. To run it, install the Bot and set the condition to trigger the action. You can master this tool with a short course dedicated to this renamer Bot.

It is easy to mass update file names with the help of Rename Document Bot. To set up this process, install the Bot and set the conditions for renaming: the initial name of the file, the target name of the file, and the trigger for the Bot to act. After the Bot is adjusted, your files will be renamed automatically when the set conditions are met.

To rename multiple files automatically, install and run the Rename Document Bot. Set the name of the files that you want to change and enter the new name for the files. If needed, set additional conditions for the Bot to act.

Use Rename Document Bot to rename as many files at a time as you need. Add this Bot to your document management workflow to automate this process. All you need to adjust the Bot is to enter the initial file name and the target file name. If there are more conditions for the bot to run, you can set them up as well.

There are multiple ways to change to rename a single document that varies in their convenience. If you want to learn the easiest one, take the Rename Document Bot training course. It will teach you to set up the file change automation according to your needs and objectives.

If you have a lot of files with the same name and you need to change all of them, the Rename Document Bot will help. Install the Bot, enter the same name all your files have in a dedicated field and specify what new name you want to give to the files. If there are more peculiarities to your working process, you must add conditions for the Bot to act. If you want to master this automation tool, be sure to take a quick 15-minute practical course at the airSlate Academy.