# Document Naming Source: https://www.digiparser.com/docs/guides/parsers/parser-settings/document-naming ParsersParser Settings # Document Naming Automatically rename documents after processing using extracted fields and folder rules Copy MarkdownOpen # [Document Naming](#document-naming) Feedback **Document Naming** lets DigiParser rename documents automatically after they are processed. Use it when you want document names to include values from the document, such as an invoice number, vendor name, customer name, or date. Feedback For example, an uploaded file named `scan-001.pdf` can become `Invoice INV-1042 - Acme.pdf` after DigiParser extracts the invoice number and vendor name. ## [When to use it](#when-to-use-it) Feedback Use document naming when: Feedback * You want processed documents to be easier to identify in the Document Inbox. * You receive documents with generic names like `scan.pdf`, `upload.pdf`, or `document.pdf`. * You want names to include extracted fields such as `Invoice Number`, `Vendor Name`, `Customer Name`, or `Statement Date`. * You organize documents into folders and want different naming rules for different folders. ## [How to turn on auto-renaming](#how-to-turn-on-auto-renaming) Feedback 1. Open your parser and go to **Settings -> Parser Settings**. 2. Open **Document Processing**. 3. Find **Auto-rename documents**. 4. Turn the switch on. 5. In **Default template**, enter the name pattern you want to use. 6. Click the variable button to insert extracted fields or document details. 7. Click **Save document naming**. app.digiparser.com![Parser Settings -> Document Processing showing Auto-rename documents enabled with Default template and variable picker](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-document-naming-default.png?sig=a0bca4162231b02cdfbec405758a5c242a2178e6fe2cc090eeb2e438163d60bd) ## [Creating a naming template](#creating-a-naming-template) Feedback A naming template can include regular text and variables. Feedback For example: ``` Invoice {{Invoice Number}} - {{Vendor Name}} ``` Feedback If DigiParser extracts: Feedback * `Invoice Number`: `INV-1042` * `Vendor Name`: `Acme` Feedback The document name becomes: ``` Invoice INV-1042 - Acme.pdf ``` Feedback DigiParser keeps the original file extension automatically. If the original document was a PDF, the renamed document stays `.pdf`. ## [Using variables](#using-variables) Feedback Click the button next to a template field to choose from available variables. Feedback The list includes: Feedback * Fields from **Fields & Tables**, such as `Invoice Number`, `Vendor Name`, or `Total Amount` * Document details such as `Document name`, `Original name`, `Folder name`, and `Created date` Feedback Use the variable picker instead of typing variables manually. It inserts the exact field name, including spaces and capitalization. Feedback For example, if your field is named `Seller Name`, use: ``` {{Seller Name}} ``` ## [Adding folder-based rules](#adding-folder-based-rules) Feedback Use rules when different groups of documents should use different names. Feedback For example: Feedback * Documents in an **Invoices** folder should use `Invoice {{Invoice Number}}` * Documents in a **Receipts** folder should use `Receipt {{Receipt Date}} - {{Vendor Name}}` Feedback To add a rule: Feedback 1. Open **Advanced rules**. 2. Click **Add rule**. 3. Enter a **Rule name**. 4. Enter a **Template** for that rule. 5. Add the conditions that decide when the rule should apply. 6. Click **Save document naming**. app.digiparser.com![Advanced document-naming rule with a folder condition and rule-specific template](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-document-naming-folder-rule.png?sig=e5d7af4ea78a637228e006139e144cf87430509c60b9f7ac0a344d8544ec35a8) Feedback Rules are checked from top to bottom. The first matching rule is used. If no rule matches, DigiParser uses the **Default template**. ## [What happens after processing](#what-happens-after-processing) Feedback Document naming runs after DigiParser finishes extracting data and assigning the document to a folder. This means naming rules can use: Feedback * Extracted field values * The final folder name * The original document name * The created date Feedback If a document was renamed manually, DigiParser keeps the manual name and does not overwrite it on future reprocessing. Feedback If a variable is missing and the template would create an empty name, DigiParser keeps the current document name. ## [Examples](#examples) ### [Invoice number and vendor](#invoice-number-and-vendor) ``` Invoice {{Invoice Number}} - {{Vendor Name}} ``` Feedback Good for invoice parsers where the invoice number and vendor are the most useful identifiers. ### [Customer and statement date](#customer-and-statement-date) ``` {{Customer Name}} - Statement {{Statement Date}} ``` Feedback Good for bank statements, account statements, and recurring reports. ### [Folder-specific names](#folder-specific-names) Feedback Use a rule where **Folder** is `Invoices`, then set the template to: ``` Invoice {{Invoice Number}} ``` Feedback Use another rule where **Folder** is `Receipts`, then set the template to: ``` Receipt {{Receipt Date}} - {{Vendor Name}} ``` ## [Tips](#tips) Feedback * Use fields that are usually present, such as invoice number, vendor name, customer name, or date. * Keep names short enough to scan in the Document Inbox. * Use the variable picker so field names are inserted exactly. * Put the most specific rules at the top of the rule list. * Reprocess a document if you want it to pick up a new naming setup. ## [Next steps](#next-steps) Feedback * [Parsing Configuration](/docs/guides/parsers/parser-settings/parsing-configuration) - Other Document Processing settings * [Add/Edit Fields](/docs/guides/fields-and-tables/field-setup/add-edit-fields) - Rename or add fields used in naming templates * [Organizing with Folders](/docs/guides/managing-data/organizing-with-folders) - Use folders and folder rules * [Uploading Documents](/docs/guides/document-processing/uploading-documents) - Upload and review processed documents How is this guide? GoodBad [ Document Type Rules Choose which document types a parser should process or skip ](/docs/guides/parsers/parser-settings/document-type-rules)[ Document Retention Control how long documents stay in DigiParser before automatic deletion ](/docs/guides/parsers/parser-settings/document-retention)