Automatically rename PDF files based on content or custom naming conventions

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Find out how Nanonets can help you automatically rename incoming files based on your own custom naming conventions.
How to rename files with Nanonets?
Step 1. Upload files to Nanonets or set up an automatic import workflow
Step 2. Check out the data extracted from these files by Nanonets
Step 3. Select your renaming logic, whether based on extracted data or any other rule.
Why rename files?
* PDF files shared between organizations are named haphazardly.
* The file names often have nothing to do with the data they contain.
* This makes it hard to keep track of documents and identify them.
* Precious man-hours are spent in renaming and organizing such documents for convenient reference.
*This allows users to identify files more quickly, and get some information about the documents without having to open them individually.

[@NYC_Mortgage]

Can you do this for different documents types? Such as naming client documents for a mortgage? So you would have ID, March - April Chase #1729 Statement, 2023 Tax Return, 2022 W2 etc