File Management

No More IMG_4592.jpg in Your Database

Applicant uploads 'Document(3).pdf'. The Attachment Renamer turns it into 'jane-doe-resume-2024.pdf' using field values from the record. Organized files without anyone lifting a finger.

Set Up Attachment Renaming

Sound familiar?

HR Coordinator

You download 50 resumes and they're all named 'resume.pdf' or 'Document.docx'. Renaming each one before sharing with hiring managers is mind-numbing.

Project Manager

Client deliverables come in as 'final-v2-FINAL.psd'. Your file naming convention exists but nobody follows it when uploading.

Operations Lead

Insurance documents need specific naming: policy number, date, document type. Your team renames them manually after every upload.

What it does

1

Template-based naming

Build filenames from record fields: {Name}-{Date}-{Type}.pdf. Use any field value as part of the filename.

2

Format preservation

Keeps the original file extension. Renames the file, not the format. IMG_4592.jpg becomes john-doe-headshot.jpg.

3

Slug-safe names

Automatically removes special characters, spaces, and accents. Clean, URL-safe filenames every time.

4

Bulk renaming

Run on existing records to rename all attachments in your table. Fix years of 'Untitled.pdf' in minutes.

How to set it up

1

Select the attachment field

Choose which attachment field contains the files you want to rename.

2

Build the naming template

Create a filename pattern using field tokens: {Name}-{Date}-{Type}. The extension is preserved automatically.

3

Preview

See what filenames will look like using real record data. Adjust the template until it's right.

4

Activate

Turn on the renamer. Every new form submission gets properly named attachments. Run on existing records to fix the backlog.

Going deeper

Naming options

  • Any field value as filename token
  • Static text and separators
  • Sequential numbering for multiple files
  • Date formatting (YYYY-MM-DD, etc.)

Cleanup rules

  • Remove special characters
  • Replace spaces with hyphens
  • Lowercase everything
  • Truncate to max length

Multi-file handling

  • Rename all attachments in a field
  • Sequential suffix for multiple files
  • Different templates per file type
  • Skip files matching a pattern

Frequently asked questions

Does renaming affect the file content?

No. Only the filename changes. The file content, format, and quality remain identical.

What happens with duplicate filenames?

The renamer adds a sequential suffix: john-doe-resume.pdf, john-doe-resume-2.pdf. No overwrites.

Can I rename files in existing records?

Yes. Run the renamer on existing records to standardize historical attachments in bulk.

Does it preserve the original file extension?

Always. A .pdf stays .pdf, a .jpg stays .jpg. The template controls the name, not the extension.

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