Prepare PDFs for SharePoint upload

SharePoint benefits from consistent filenames. Filery cleans and standardizes PDF names before upload so that search and automatic metadata assignment work better.

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Before & After

Document (1).pdf 2024-03-15_Abteilung-IT_Richtlinie_Passwort-Policy.pdf

Better search in SharePoint

SharePoint indexes filenames. The more descriptive the name, the better colleagues find the right document through SharePoint search.

Special characters and path limits

SharePoint has restrictions on special characters and path lengths. Filery creates clean names that are SharePoint-compatible.

Before upload, not after

Renaming files inside SharePoint afterwards is cumbersome and can break links. Renaming before upload avoids these problems.

FAQ

You define the naming pattern—you can deliberately avoid special characters and use only SharePoint-compatible characters.

No—Filery renames files locally. Upload to SharePoint is done as usual.

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.