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) |
Example: {date} {category} {sender} {description} produces e.g. 20260401 Invoice Telekom Mobile.pdf
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.