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Self-paced
Rename Document
2817 students
15 minutes
Do you sometimes misplace documents or spend ages searching for the one you need? Discover how to keep your paperwork organized by automatically renaming documents using filled-in information, recipient names, current data, and other criteria.
About this course
This course explains how to build a dynamic path for keeping your document workflows in order. You’ll learn how to provide better access to your documents, make it easier to sort them, and reduce the overall time spent on paperwork.
By the end of this course, you'll be able to automatically rename documents by entering custom names or using dynamic data from documents.
What’s included?
lessons to explain how to rename documents based on filled-in data
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to automate the process of renaming documents with custom names
How to ensure accuracy and reduce time spent on organizing documents
How to enhance navigation within documents that have been renamed
Who is this course for?
Anyone interested in keeping document workflows accurate and organized
Anyone looking to eliminate time spent on locating their documents
Those who want to advance their career with new skills
Start learning today
Sign now for free
Leveling up your productivity bit by bit
Every routine working process involves a number of small manual tasks that are tedious and inconsequential to one’s professional development. A simple example of one such task is to rename a document. Seemingly, it is an easy job that takes no time. Yet, if it is a part of your regular workflow, manually renaming documents can eat up your working hours. When working with a file, there are several ways to change the file name:
- By clicking on the file’s name twice on your device
- Right-clicking your mouse
- Via file configurations
Doing this several times a day, manually, can be time-consuming. Optimizing this seemingly insignificant aspect of your overall workflow may seem ridiculous, but once you set up automated renaming, you’ll notice the difference it makes.
Saving every minute
After going through the Rename Document bot course, you and your team can forget about renaming documents manually. Throughout this course, you will learn how to rename a file individually or in bulk based on the simple ‘if-this-then-that’ logic used by our airSlate WorkFlow automation bots. Once the bot meets the conditions you set, it will automatically rename files in accordance with your rules.
Document workflow optimization at its best
The time required to rename a file may seem too insignificant to pay attention to. Yet, airSlate WorkFlow software bots can manage the manual processes that diminish your productivity. Discover all the potential of no-code document workflow optimization by automating the tasks that hold little value in terms of your growth. Migrate data, get notifications, generate documents automatically, and run more routines hands-free. Bot configuration takes no more than 15 minutes, but it will save you and your team hours every week.
Learn more ways to accelerate your workflow
This Rename Document bot course only takes 15 minutes to complete and provides you with all the knowledge you need to forget about manual file renaming in your document management. Discover more tips on smart workflow optimization with the help of airSlate WorkFlow tools, as every course is concise and interactive, ensuring an easy learning experience. Learn new ways to improve your processes and introduce them to your workflow straight away.
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Usually, renaming a single document is a no-brainer. One just needs to hover the file name and click it to change the file name. If you need to do it often or change names in bulk, learn how to rename a file with the Rename document bot, which allows doing it automatically in no time.
The fastest way to rename a document in your workflow is to install the bot that will automatically rename files according to the conditions you set. On average, setting up this bot takes up to 10 minutes, but you will never have to do it manually after the bot is set up.
To rename a document on your computer, click on the file with the right mouse button to open the file options. Choose the Rename option and enter the new name for the file. When done, click Enter to complete this action.
To rename a file in your workflow instance within airSlate WorkFlow, hover on the name of the document, click the emerging Edit tool, and enter the new name. If you need this process automated, install the Rename document bot. It is a piece of software that will change the names of your files based on the ‘if-this-then-that’ conditions of your choice.
If renaming files is a part of your document workflow, you can automate this process with the Rename document bot. To run it, install the bot and set the condition to trigger the action. You can master this tool with a short course dedicated to this renamer bot.
It is easy to mass update file names with the help of the Rename document bot. To set up this process, install the bot and set the conditions for renaming: the initial name of the file, the target name of the file, and the trigger for the bot to act. After the bot is adjusted, your files will be renamed automatically when the set conditions are met.
To rename multiple files automatically, install and run the Rename document bot. Set the name of the files that you want to change and enter the new name for the files. If needed, set additional conditions for the bot to act.
Use the Rename document bot to rename as many files at a time as you need. Add this bot to your document workflow instance to automate this process. All you need to adjust the bot is to enter the initial file name and the target file name. If there are more conditions for the bot to run, you can set them up as well.
There are multiple ways to rename a single document that vary in their convenience. If you want to learn the easiest one, take the Rename document bot training course. It will teach you to set up the file change automation according to your needs and objectives.
If you have a lot of files with the same name and you need to change all of them, the Rename document bot will help. Install the bot, enter the same name all your files have in a dedicated field, and specify what new name you want to give to the files. If there are more peculiarities to your working process, you must add conditions for the bot to act. If you want to master this automation tool, be sure to take a quick 15-minute practical course at the airSlate Academy.
Rename Document
Embark on a journey to streamline and automate your document management with the Rename document course, which focuses on automatically renaming documents within a workflow. This course is perfect for anyone looking to enhance their productivity by leveraging the tools of the airSlate WorkFlow platform and its no-code Rename document bot to systematize document titles, making them easier to classify and sort.
What you will learn:
- How to choose a document for renaming.
- How to set up the appropriate bot, making it act in the proper way.
- How to configure advanced settings for the bot, if needed.
Course lessons include:
- Introduction to airSlate WorkFlow fundamentals:
- Introduce our platform's basic concepts and terms, such as document, template, workflow, version, steps, bots, and revisions.
- Typical use cases for the Rename document bot:
- Discover typical use case scenarios where the Rename document bot can save time and reduce errors, such as renaming equipment request forms in an IT department.
- Setting up the Rename document bot:
- Get detailed instructions on configuring the bot to rename documents using dynamic data from the document fields.
- Bot execution conditions:
- Explore the "if-this-then-that" rules required to set conditions for the bot to act, including conditions based on document fields, recipient data, dates, and more.
- Get instructions on the advanced settings, including how to handle bot failures and use tags for better workflow management.
- Final thoughts and applications:
- Summarize the key points of the course, ensuring you can now automatically set new names for your documents using data from completed fields and manage the bot and revisions effectively.
Who should enroll:
This course is a perfect solution for professionals handling large volumes of paperwork and seeking to automate routine tasks (IT administrators, office managers, and anyone involved in workflow automation and document management).
By the end of the program, you will be equipped with the skills to efficiently automate paperwork renaming, reducing manual effort. Enroll today and take the first step towards more efficient document management!