Smart Name:
AI Document Naming

Smart Name is designed to make AI document naming quick to configure. You create a naming pattern using the details you want included in the filename, such as metadata, dates and times, item IDs, the original filename, custom characters, or fixed text. Smart Name shows you a preview of the resulting filename while you build the pattern, so you can verify your naming convention before turning the automation on.

Yes. Revver Workflows can already automate file renaming as part of a larger document process. Smart Name makes that capability much easier to configure when renaming is the job you need to accomplish. Instead of building a workflow specifically to change filenames, you can create a naming convention and tell Smart Name when to apply it. Workflows remain useful when renaming is one step in a larger process involving actions such as approvals, notifications, eSignatures, or other document tasks.

Smart Name can build document names from dynamic variables such as metadata, dates and times, item IDs, and the file's original name. You can combine those variables with custom characters or fixed text to create naming conventions that complement the way your organization works. For example, a naming pattern could combine a document type, client name, date, and other metadata into consistent filenames.

Smart Name can run when several events occur in Revver. You might trigger it when a file is uploaded, a new version is created, an existing file or folder is moved, or a note is added. It can also respond when metadata changes. Smart Extract AI could capture new metadata from a document, and Smart Name would then use that information to update the filename automatically.

If Smart Name can't apply the dynamic variables required by your naming pattern, it can move the document to a designated folder for review and notify the appropriate people by email or an in-app message. That gives your team a way to handle exceptions without allowing documents that don't fit the naming rule to slip through the cracks.

Yes. Smart Name generates an example filename as you build your naming pattern, allowing you to see how the finished names will look before the automation goes live. You can adjust the variables, text, and other elements of your naming convention until the preview produces the structure you want. Once activated, Smart Name applies that convention consistently to the documents that meet your rules.

Smart Name has one specific job: automatically renaming files and folders according to the naming conventions you create. It does not classify documents, summarize them, extract metadata from them, or determine where they should be filed. Smart Classification helps identify what type of document something is, Smart Summary condenses each document’s contents, Smart Extract AI captures information from the document as metadata, and Smart Filing uses metadata to move documents to the appropriate folder. Smart Name can use that information to give the document a consistent, meaningful name.