Naming Templates
Identical, predictable file names across every document — the AI fills in the fields, your pattern does the rest.
What It Is
A template is a fixed naming pattern like {document_date}_{document_type}_{vendor_name}_{document_number}. FilesDesk’s AI extracts each field from the file’s content, and every file comes out in exactly the same structure.
How It Helps You
- Filing-cabinet consistency — every invoice, statement, or contract follows one format.
- Sortable by design — date-first patterns sort chronologically in any file browser.
- Field instructions are plain English — you tell the AI where to look (“the vendor is in the letterhead”).
- Transformation rules normalize dates and case automatically.
12 Built-in Templates
Each ships with fields, AI instructions, and examples — use as-is, or duplicate and adapt.
- Billing Documents · Receipts & Expenses · Bank Statements · Tax Documents
- Contracts & Agreements · Legal Documents · Compliance Documents · Resumes & CVs
- Photo Archive · EXIF Location Photo · Screenshots · Document Archive
See Template Examples for the exact pattern and a real before-and-after filename for every one of them.
Build Your Own
Define a pattern, add fields with instructions and example values, pick a separator (underscore, dash, or space), and add transforms — such as forcing dates into YYYY-MM-DD.
Extra tokens available beyond your AI-extracted fields:
{original_name}— the file’s previous name{parent}— the containing folder’s name{counter}— a sequence number across the batch{datetime}— the time of processing{date_taken},{camera_model},{gps_location}— from photo EXIF
In-depth Template Guides
Invoice & Billing
Date, vendor, and document number for every bill.
Receipts & Expenses
Merchant, total, and currency from a photo of a till slip.
Legal Documents
Filing type, parties, and matter for court paperwork.
Document Archive
General-purpose date, category, and title.
Photo Archive
Capture date, event, and a running frame counter.
EXIF Location Photo
Place name from GPS, plus the subject in frame.
Screenshots
Date, the app on screen, and what it shows.
Medical Records
Custom recipe: visit date, provider, record type.
Academic Papers
Custom recipe: first author, year, short title.
Product Images
Custom recipe: SKU-friendly names for e-commerce shoots.
Going Further
Prefer full control over the AI’s wording instead of fixed fields? See Custom Prompts & Naming Options. To also file the renamed document automatically, pair a template with an Organize Flow.
Industries That Benefit
| Industry | How they use it |
|---|---|
| Accounting firms | Client invoices and statements named to one firm-wide standard, ready for audit. |
| Law practices | Contracts and filings named by parties, matter, and date — findable years later. |
| HR & recruiting | Every resume becomes Name_Role_Year.pdf regardless of what applicants sent. |
| Photographers | Shoots archive themselves by date, event, and frame number. |
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Last updated: 20 August 2026