Official mail is not a single document type
One stack holds notices from the trade office, building permits, contribution assessments from the employers liability association, letters from the pension insurer, chamber of commerce notices, customs decisions and the occasional hearing form from the fines office. Every office designs differently, and none follows the conventions of the others. Four details are nonetheless present everywhere: the issuing authority, a reference number, a date and a subject line naming the matter. On exactly those four fields a common naming pattern can be built — which is the difference from filing that needs its own rule per authority and therefore never gets kept up.
Why Bescheid.pdf turns into a complete name
2024-03-15_Finanzamt-Essen_Gewerbesteuerbescheid_2023.pdf shows how the four fields work together. The date is the letter date from the header. Finanzamt-Essen includes the location, because tax office alone identifies nothing — the same holds for public order offices, building authorities and customs offices. Gewerbesteuerbescheid comes from the subject line and names the matter more precisely than a blanket notice ever could. The 2023 at the end is the year the matter relates to, and therefore not the same as the date up front. This separation between date of writing and year of reference is relevant for almost all official mail.
The reference number and its many formats
Every enquiry starts with the reference number, and every authority builds it differently: the tax office uses a tax number in three digit blocks, building authorities a code with year and sequential number, cash offices a separate payment reference that has nothing to do with the case reference. Filery searches for these identifiers across the whole text rather than at a fixed position, because they sit sometimes in the header, sometimes in the reference line, sometimes in the footer. Into the naming pattern goes the case reference; the payment reference belongs on the bank transfer, not in the filing.
Letter date, service and appeal period
The appeal period is usually one month, but it starts with notification and not with the date of writing. Where formal service applies, the decisive date is on the envelope of the certificate of service — and that is as a rule not scanned along with the letter. Which means: the filename can indicate the start of the period but cannot replace it. Filery enters the printed letter date, because it is the only one present in the document. Anyone handling formally served mail notes the service date in the calendar as well and scans the envelope — then both sit together.
One envelope, several senders
Two constellations regularly produce wrong suggestions. First, the cover letter with enclosure: the municipality sends a short covering note and the actual decision of a state authority is attached behind it. The letterhead at the top is then not the sender you want to file under. Second, the combined mailing, where several decisions sit in one PDF. Filery renames files, not pages, and would give the whole bundle the data of the first letter. You spot both cases in the preview before renaming; split combined mailings into separate files beforehand.
How the letters are processed
Filery reads the PDF on your device and transmits the text content encrypted for AI analysis. The recognised fields come back — authority, reference number, date, matter — the renaming then happens on the device again, and the letters themselves are not stored permanently. Anyone handling official correspondence for third parties, for instance in administration or consulting, can move the analysis into their own contractual relationship with the Custom plan at 5 euros a month and their own API keys. For trying it out, the free Starter plan with 50 documents a month is enough.
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