Prepare and rename PDF documents for audits

Before an audit, all evidence, protocols and policies must be at hand. Filery helps structure document filing so auditors instantly find what they need.

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Before & After

Nachweis_alt.pdf 2024_Audit-ISO9001_Prozessdoku_Qualitaetsmanagement.pdf

Provide evidence quickly

Auditors expect evidence to be available within minutes. Consistent filenames with document type, date and process area speed up provision.

Systematic document control

ISO standards require traceable document control. Meaningful filenames are one building block of that control.

Prepare recurring audits efficiently

Once set up, Filery helps with every subsequent audit. Renaming becomes part of your regular process.

FAQ

No—Filery complements your quality management through better filenames. It does not replace QM software or document control.

Your naming convention can include fields like process area, standard or audit type in the filename.

Related topics

Prepare PDFs for DMS and ECM
Create GoBD-compliant PDF filenames automatically
Prepare PDFs for DATEV import

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Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

We are currently working on official code signing for Windows. The download is already available – Windows Defender or SmartScreen may show a warning because the app is not yet certified. Choose “More info” → “Run anyway” to install.

System requirements: macOS 10.14+, Windows 10/11

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