Rename Document

Rename Document

Organize your files and customize your tasks. Make it easier to find and retrieve documents by using the Rename Document Bot to rename them.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Rename Document does
The Bot changes the name of a document based on the ‘if-this-then-that’ conditions you set.
When to use the Rename Document
Install and configure the Bot to automatically rename documents within a workflow for faster searches and improved document organization.
Export Custom Values to Rename Document

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
Select the document you need from the workflow and type the new name. Use data variables to customize each document with the dynamic data, such as recipient names, email addresses, date of submission, and more.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., choose the fields you need and tell the Bot to change the document name once they have been completed.
Get your document renamed
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Bot will automatically rename the document.
Rename Document

Install the Rename Document to automate your document workflows

Start for free

How to auto rename files with the Rename Document Bot

The main function of this Bot is to change the name of a document in a Flow using data from filled-in fields. Note that before installing this Bot you will need to create a Flow. Both Bot execution conditions and Advanced settings are optional. However, they can be rather useful when need be. For instance, you can create a tag to find a particular Flow. Simply set the Bot’s range of usage (only once or after each Revision) or choose what will happen to a Flow Revision if the Bot fails.

Automatically rename your files to get the following benefits:

1. Once the conditions you’ve selected have been met, a new name will be automatically assigned to the Flow file.

2. Searching for documents will now be more convenient with a better search format.

From now on, the question of how to rename files automatically will no longer arise. With the help of airSlate’s specialized robot, the entire process is Bot-controlled, allowing you to refocus your time on high priority tasks. Take advantage of airSlate’s workflow automation free of charge.

Set up programmed operations in three simple actions

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Personalize general settings
Define exactly what your Rename Document should do. Complete all needed fields to make sure about the correct completion of operations. Be aware: the ability to select Bots activates after starting a new Flow and importing a file.
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Indicate Bot activation conditions
Determine circumstances when your Bot should “wake up”. Define rules and connect activation circumstances with activities in samples and dates, or user details.
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Fill out Advanced settings
Use this part to choose additional settings and simplify the finding of knowledge like block revisions if something fails, etc., or keep the standard parameters.