How to Bulk Rename Invoices Automatically Based on Content скачать в хорошем качестве

How to Bulk Rename Invoices Automatically Based on Content

Struggling to stay organized with countless invoices piling up? Renaming them manually is not only tedious but also prone to errors. In this video, we’ll show you how to automatically rename invoices in bulk using the powerful DocHorizon platform. Start automating your invoice renaming today! Sign up for free and receive €25 in credits to explore all the platform’s features! https://dochorizon.klippa.com/public/... With DocHorizon, you can extract key details like invoice numbers, company names, or totals, and use them to create custom file names for your invoices. This simple process ensures that all your documents are consistently named, easy to find, and neatly stored. What You’ll Learn: 1️⃣ Getting Started: How to sign up for free on the DocHorizon platform and receive €25 in credits. Setting up your account with details like your use case, project name, and document volume. 2️⃣ Creating a Custom Workflow: Using the Flow Builder to create a flow from scratch. Setting triggers like Google Drive, email attachments, or database events to start the renaming process. 3️⃣ Data Extraction with OCR: Configuring the financial document capture model to extract invoice numbers, company names, totals, and other key components. Setting up presets to tailor the extraction to your business needs. 4️⃣ Customizing Output: Choosing your output destination, whether it’s Google Drive, Excel, or SAP. Renaming invoices automatically using extracted data fields like invoice number, merchant name, or total amount. Why Automate Bulk Invoice Renaming? Save hours of manual work and boost productivity. Ensure consistent naming conventions for better organization. Reduce errors and improve data accuracy. Scale effortlessly without additional overhead. With DocHorizon’s advanced OCR and AI capabilities and automations, invoice renaming becomes a seamless and efficient process. Get Started Today! Follow this tutorial to create your own flow for renaming invoices. Whether you’re managing hundreds or thousands of invoices, DocHorizon has the tools to make your workflows easier and more efficient. Useful Links: Sign up for free on DocHorizon: https://dochorizon.klippa.com/public/... Learn more about Klippa: https://www.klippa.com/en/home-en/?ut... Explore our platform: https://www.klippa.com/en/dochorizon/... Blog: Renaming PDF files: https://www.klippa.com/en/blog/inform... Connect with us on LinkedIn: https://www.linkedin.com/company/klip... 💬 How do you currently manage invoice renaming? Let us know in the comments below! #InvoiceRenaming #Automation #OCR #DocHorizon #AIForBusiness #InvoiceManagement