Fonctionnalités logiciel
Document Automation

Automatically Rename Your Documents

This feature automatically renames your files based on their content and your instructions.

Put an end to incomprehensible file names

Do you have many files with irrelevant or inconsistent titles?
Is it difficult to navigate your SharePoint or shared folder?
Do your files come from various providers or clients, forcing you to open each one just to rename it?

Renaming files manually can waste a considerable amount of time.
By relying on your document’s content, this task can be automated so all your files follow a consistent naming structure.

Automatic renaming can help you

Automatic renaming in Koncile allows you to rename files based on their content and your instructions. The OCR engine captures key information. You can then choose which data will be used as the file name.

How does automatic renaming work?

In Koncile, automatic renaming relies on fields extracted using AI.

In your document model:
• Create a document model (invoice, ID document, etc.)
• Create a field called “File title”
• Define renaming rules in the prompt (e.g., number or company name)
• Launch extraction

Examples for this feature

Here are concrete examples of file renaming:

An accountant renames invoices using supplier name, date, and invoice number.
Example: AirLiquide_2025-03-02_F-44789.pdf

Teams receiving hundreds of documents (delivery notes, confirmations, certificates, site reports) rename files using a structure like:
Supplier_DocumentType_Date_Number
Example: Colas_SiteReport_2025-03-21.pdf

HR teams rename employee documents using a structure like:
EmployeeName_DocumentType_Year

Type: Automation

User: Enterprise

Complexity: Intermediate

L'outil qui automatise vos documents

Découvrez comment Koncile peut transformer vos documents en valeur ajoutée.

All your questions about automatic renaming

This feature is designed for companies managing a large flow of documents.
Qu'est-ce que Koncile ?

Koncile is a document extraction and automation tool. It transforms invoices, quotes, reports, purchase orders, IDs, prescriptions, contracts, and more into structured data that you can export or send directly to your systems.

Which users is this feature for?

Automatic renaming is suitable for all departments: purchasing, operations, accounting, and finance. It is especially useful for companies handling large volumes of recurring document types.

Can you rename thousands of files automatically?

Yes. Koncile can handle large-scale renaming. Files can be uploaded in the application or via the Koncile API.

Can I create a custom naming template?

Yes. The file name can match any extracted information. It can also be derived automatically, for example identifying a country from the city listed in the document.

Does Koncile offer an API to rename files?

Yes, you can upload files via API. They are stored in Koncile and can be viewed or downloaded.

Can Koncile process files from my system?

Yes. Through an API connection, Koncile can receive files from your system and rename them automatically.

How reliable is automatic renaming?

Koncile’s AI-powered renaming engine has a reliability rate above 99.8%. Most issues occur with low-quality, irrelevant, poorly scanned, or blurry documents.

What is the cost compared to manual processing?

The cost of automatic renaming is included in Koncile’s document processing fees. Processing a page costs only a few cents — far cheaper than manual handling.

Découvrez les fonctionnalités de Koncile

Transformez tous vos documents en données grâce à un outil complet de gestion des documents. Testez les fonctionnalités pour automatiser vos tâches manuelles.  
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