Digitize client files and name PDF documents

Digitizing paper files produces hundreds of PDFs with scanner names. Filery helps rename them based on content—by client and document type.

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Before & After

Seite_001.pdf 2024_Mandant-Schmidt_Einkommensteuererklärung_2023.pdf

From paper to digital file

Scanning is just the first step. For the digital file to be useful, each document needs a descriptive filename with client ID and document type.

Process large archives step by step

Digitizing an entire file archive takes time. Filery supports gradual processing—folder by folder, client by client.

Build in quality control

For bulk processing, spot-checking is recommended. Filery shows every suggestion—review results before final renaming.

FAQ

If the scanner doesn't embed text, OCR should be enabled. Filery can work with OCR-processed PDFs.

It depends on the file volume. Typically, Filery processes an average client folder in a few minutes.

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

All downloads are transmitted securely via HTTPS.