Templates Overview
Pre-built naming templates for common use cases.
What Are Templates?
Templates are pre-configured naming patterns designed for specific file types and workflows. Each template defines a pattern using fields that FilesDesk fills in automatically using AI analysis or file metadata.
Available Templates
| Template | Pattern | Best For |
|---|---|---|
| Document Archive | {date}-{category}-{title} | General documents |
| EXIF Photo Archive | {location} | GPS-tagged photos |
| Ecommerce Store Images | {product_name}_{product_category}_{angle}_{dimension} | Product images |
| Invoice Document | {invoice_date}_{client_name}_{invoice_number} | Invoices |
| Parent Reference Document | {parent}-{original} | Supporting documents |
| Court Filing | {efiling_date}_{efiling_title} | Legal e-filings |
Using Templates
- Select files to rename
- Choose a template from the dropdown
- Preview the results
- Click Rename
Customizing Templates
All templates can be customized:
- Go to Settings → Templates
- Select a template
- Click Duplicate
- Modify the pattern and AI instructions
- Save with a new name
Creating Your Own
Start from scratch or modify an existing template. See Naming Templates for the full syntax guide.