Rename Document Action

The Rename document Action allows you to automatically rename incoming files. This Action changes the names of processed documents. By default, it's set to {*srcfilename} – the source file's name. The Rename document Action is typically used to:

Mark processed files by date/time
Sort and group files for further combining and merging
Simplify file names or create a custom naming pattern

Note: this Action must be used in combination with other ones. Don't forget to add a finalizing Action — such as Convert to Image or Convert to PDF — for the process to take effect.

Contents

Using macros to create a new file name
Description of all available macros

“Rename document” Action in FolderMill allows to set a new filename using built-in macros

Using macros to create a new file name

Besides plain text, you can utilize built-in macros to create your own naming pattern. These macros allow you to check various file properties — such as EXIF data, filename metadata, and date/time information — and apply them to the output filename.

You can use various macros (by using the Macro button) to check file properties such as file's name and extension, EXIF metadata, date/time, and other information to apply them to the output filename.

For example, if your source files are email message files (.msg, .eml files), you can set a naming pattern using data retrieved from them: Delivery timestamp, To address, From address, Subject, and more.

Rename document automatically using email metadata

Description of all available macros

Macro/Group of macros	Macro	Description
Regular expression of source file name	{srcfilename("^(\d+)")}, {srcfilename("(\d+)$")} and others	Various parts of the source file's name: Take digits from the beginning Take digits from the end Take any first symbols after dash Cut "quick brown fox" from filename Cut one character
Filename
Source file name	{*srcfilename}	File name (without extension). Example: Document_A
Source file extension	{*srcfileext}	File extension. Example: docx
Source file subfolder, level 1	{*srcfilesubfolder(1)}	The name of the first subfolder nested in the Hot Folder. Example: C:\Work\Hot_Folder\level1\level2\level3
Source file subfolder, level 2	{*srcfilesubfolder(2)}	The name of the second subfolder nested in the Hot Folder. Example: C:\Work\Hot_Folder\level1\level2\level3
Source file subfolder, level 3	{*srcfilesubfolder(3)}	The name of the third subfolder nested in the Hot Folder. Example: C:\Work\Hot_Folder\level1\level2\level3

Date/Time	{date(m-d-yyyy)}, {time(h-mm-ss tt)}, {date(yyyy)}, {date(mm)}, {date(dd)}, and more	Several macros that insert date and time (in various formats). They include Full date, Year, Month, Day, Full time, Hour, Minute, Second, Millisecond

Email metadata	{MsgDeliveryTime(M-d-yyyy h-mm-ss tt)}, {MsgSubject}, and more	Information that can be retrieved from email message files (MSG, EML): Delivery timestamp, To address, From address, Subject, and more.

EXIF	{Exif_ImageDescription}, {Exif_Make}, {*Exif_Model}, and more	Information retrievable from a source file's EXIF metadata (typically from photos or image files): Description, Make, Model, Software, Date/Time, GPS Latitude, GPS Longitude
Miscellaneous
Unique sequential file number (in a session)	{*DocUID}	This macro adds a unique sequential number to each document within a session (from "Start" to "Stop" of FolderMill's Processor).