Rules & Templates
NameBuilder Rules
After AI analysis, the NameBuilder applies a chain of rules to the file name. The order is fixed: template substitution → date normalization → casing → prefix/suffix → umlauts → separator → sanitization → regex rules.
| Rule | Description | Example |
|---|---|---|
| Date Format | Format of the detected date | YYYYMMDD, DD.MM.YYYY |
| Casing | Letter casing | Original, lowercase, UPPERCASE, Title Case |
| Separator | Separator between name parts | Space, underscore, hyphen |
| Umlauts | Keep or replace umlauts | ä → ae, ö → oe, ü → ue |
| Prefix/Suffix | Text before or after the name | Prefix: SCAN_ |
| Regex Rules | Regular expressions for find/replace | \s+ → _ |
Templates
Templates define the file name structure using placeholders. Available tokens:
| Token | Description |
|---|---|
{date} | Detected date in configured format |
{category} | Document category (invoice, contract, etc.) |
{description} | Description of document content |
{sender} | Sender or issuer |
{amount} | Amount (for invoices) |
Default template: {date} {category} {sender} {description} {amount} — produces e.g. 20260401 Invoice Telekom Mobile 39.99.pdf. Empty tokens (e.g. {amount} for non-invoices) and duplicate separators are removed automatically.
Token buttons in the template editor insert the chosen token at the current cursor position. You can arrange tokens freely, use them multiple times, or mix them with literal text.
Separator & Date Format
Separator and date format are freely configurable. The toolbar offers common presets (space, underscore, hyphen; YYYYMMDD, YYYY-MM-DD, DD.MM.YYYY and more), and you can also enter your own format strings. A live preview immediately shows the effect on a sample name.
Regex Rules
Regular expressions are applied after all other rules. Each rule consists of a search pattern and replacement text. Rules are executed in the configured order. The preview shows the effect of each rule on the file name.