Custom Prompts & Naming Options

Control the style of every generated name — separators, case, language, and your own instructions to the AI.

What It Is

The Options tab styles every Smart-mode name, and the custom prompt lets you give the AI standing instructions in plain language.

How It Helps You

Naming Options

Custom Prompt Example

Prefer the client's company name over the person's name.
Never include the word "scan".
If the document is a draft, start the name with DRAFT.

Custom prompts work with every provider — FilesDesk AI, your own key, or local models. In Template mode, the template’s own pattern and per-field instructions take over instead.

Industries That Benefit

IndustryHow they use it
International businessesDocuments arrive in many languages; filenames come out in one.
AgenciesClient-specific naming conventions become a saved custom prompt per engagement.
IT administratorsSanitized, convention-locked names keep shared drives working across Windows and Mac.

Related

Last updated: 20 August 2026