Document Organization

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.

Naming 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. 1 Categorize the document type - FilesDesk AI analyzes document content to determine if it's a contract, report, proposal, or other document type.
  2. 2 Extract the main topic or title - The AI identifies the primary subject matter from headings, titles, or content analysis.
  3. 3 Apply global lowercase transformation - All text is converted to lowercase for consistent, clean file naming across your archive.

Examples

Before & After Renaming

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

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?

Briefcase

Business Professionals

Organize contracts, proposals, and reports

Scale

Legal Teams

Manage legal documents and case files

Users

HR Departments

Organize employee documents and policies

FileText

Project Managers

Keep project documentation organized

Organize Your Documents Today

Download FilesDesk and bring order to your document archive with this versatile template.

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