PDF naming for logistics and freight

Every shipment drags a paper trail behind it: waybill, delivery note, proof of delivery, and for exports customs documents as well. Digitising usually means scanning the carbon copies, so the files end up called CMR_scan.pdf or IMG_0042.pdf. Filery Rename reads the content and puts shipment number, date and document type into the filename, so a piece of evidence can be found later without a search run.

Download for free

Before & After

CMR_scan.pdf 2024-03-15_Spedition-Meyer_CMR_Sendung-DE44821.pdf

The paper a single shipment produces

One transport involves the CMR waybill, a delivery note and packing list, the signed proof of delivery, often a weighing slip, for dangerous goods the transport document and, where pallets are exchanged, a pallet note. These documents are created in different places and reach the office at different times, partly from the driver, partly from the customer, partly from the subcontractor. Without a shared identifier in the filename they are practically impossible to reunite two weeks later, because nobody opens every file individually.

The shipment number as anchor field

The shipment or order number is the only field that appears on every document belonging to a transport. That is why it belongs in the filename, in a fixed position. Date and document type complete it. If customer and route are wanted as well, they follow behind, otherwise the name gets too long. After that, a search in the file manager makes every shipment fully visible in one keystroke, without maintaining a separate index.

Customs and proof of export

Exports add the export accompanying document and the exit confirmation from the customs procedure, transit adds the transit accompanying document, plus commercial invoices and preference certificates. These papers are the basis for the VAT exemption of an export delivery and are sampled during an audit. If the exit confirmation is filed under the shipment number, answering such a request takes minutes. If it sits under a customs reference nobody can place any more, it turns into an afternoon.

Claims, liability and limitation periods

In cases of transport damage, the signed proof of delivery decides whether a reservation was noted in time. The CMR convention sets a short limitation period for claims from cross-border transports, extended only in cases of intent. Within that window the evidence has to be at hand, and not as a photo in an email attachment but in the shipment folder. A consistent filename is the cheapest possible precaution, because it requires no additional software.

Monthly settlement with carriers

If you work with subcontractors, at month end you reconcile freight invoices or self-billed credits against the jobs actually driven. Every invoice names shipment numbers, every shipment has a proof of delivery. If both files carry the same number in their name, the reconciliation becomes a sort rather than a search. The same applies to toll records and demurrage claims, which are likewise tied to individual transports and otherwise can only be assigned after opening several files.

Scans, languages and the analysis route

Waybill copies are rarely clean: carbon paper, stamps, creases. For such scans without a text layer the OCR can be switched on, though recognition still depends on quality. That is why you see a suggestion before every rename. The freight paper is read on your computer, its text content handed over encrypted to the AI analysis, and only the detected details come back; renaming then takes place on the device again, without the documents being kept in storage.

FAQ

What gets recognized is text. If the shipment number also appears in plain text next to the barcode, which is common on freight papers, it is read out. A pure barcode without a text line cannot be used, because Filery does not decode barcodes.

CMR waybills are pre-printed in several languages and commercial invoices often arrive in English. Detecting date, sender and document type works across languages as long as the text is present in the PDF. With unusual layouts you check the suggestion in the preview.

No. A TMS plans, manages orders and produces documents. Filery renames the PDF files that are created outside that system or arrive from elsewhere, such as scans and attachments. The two work side by side; there is no interface between them.

The Starter plan covers 50 documents a month, the Business plan 500 documents for 30 euros a month. For freight forwarders with high document volumes, the Custom plan at 5 euros a month with your own API keys is the better fit.

Download Now

Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Windows

Windows 10 & 11

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.