Document Archive Template
A versatile template for organizing any type of document by date, category, and title. Perfect for contracts, reports, proposals, and general business documents.
Pattern
{date}-{category}-{title}Template Fields
| Field | Description | Example |
|---|---|---|
{date} Auto | Document date (extracted from content or file date) | 2024-03-15 |
{category} Optional | Document category or type | contract, report, proposal |
{title} Optional | Main subject or title of the document | service-agreement, q1-sales |
Common Categories
contract report proposal invoice memo policy manual letter
How It Works
- 1
Categorize the document type
FilesDesk AI analyzes document content to determine if it's a contract, report, proposal, or other document type.
- 2
Extract the main topic or title
The AI identifies the primary subject matter from headings, titles, or content analysis.
- 3
Apply global lowercase transformation
All text is converted to lowercase for consistent, clean file naming across your archive.
Examples
| Original file | Renamed to |
|---|---|
Document1.docx | 2024-03-15-contract-service-agreement.docx |
scan_20240220.pdf | 2024-02-20-report-quarterly-sales.pdf |
New Microsoft Word Document.docx | 2024-04-01-proposal-website-redesign.docx |
final_final_v2.pdf | 2024-05-10-policy-employee-handbook.pdf |
Transformations Applied
| Transform | What it does |
|---|---|
| Global Lowercase | All fields are converted to lowercase for uniformity (e.g., "Service Agreement" becomes "service-agreement") |
| Hyphen Separator | Spaces and special characters are replaced with hyphens for clean, URL-friendly filenames |
| ISO Date Format | Dates are standardized to YYYY-MM-DD format for proper chronological file sorting |
Who Is This For?
| Who | How they use it |
|---|---|
| Business Professionals | Organize contracts, proposals, and reports |
| Legal Teams | Manage legal documents and case files |
| HR Departments | Organize employee documents and policies |
| Project Managers | Keep project documentation organized |
Related
Download FilesDesk for Mac or Windows. Bring order to your document archive with this versatile template.