How to automatically rename a document in a Library

  • 2 November 2021
  • 0 replies

I am using SharePoint 2013. I would like to automatically rename a PDF document in a Library.


The process is:

  • Use a scanner to scan paper documents

  • The scanning software will capture 5 meta data fields (date received, customer number, etc)

  • The scanned PDF image and the 5 meta data fields will be sent to a SharePoint document library


I would like the scanned PDF file to have a specific naming convention based on the meta data fields: ex: I want the PDF file to be named: "Scan_2021_1101_7677"


Would I need a workflow to do this? Can anyone help? I'm not very skilled at Nintex Workflows.



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