Introducing Heron Automatic File Renaming

The Problem: Messy File Names, Wasted Time

Managing and organizing large volumes of documents can be a nightmare, especially when files come with unhelpful names like “mypdf_12309813208.pdf.” Imagine trying to track down a specific file related to a submission or deal when they all have cryptic, random names—it’s like looking for a needle in a haystack. For anyone receiving PDFs from customers, brokers, or other third parties, this can mean hours upon hours of manual renaming to create order from chaos.

At Heron, we hear and see this all the time. We receive, classify and parse over 50,000 documents per day on behalf of our 130+ customers, so we've seen just about every file name under the sun. One simple thing that our customers have asked for is the capability to automatically rename PDF files based on the file's content.

A Simple, Self-Serve Solution

As part of our mission to automate tedious work through intelligent document processing, we're launching Automatic File Renaming today—a powerful, time-saving feature that lets you programmatically rename PDF files based on their content, instantly and effortlessly.

How it works:

1. Upload any file, any way: choose the file classes you want to rename, and upload them however you like - bulk upload, email forwarding or via API.
2. Classify: Heron automatically organizes files into the document types relevant to your process, and prepares them for analysis.
3. Parse & Validate: Extract any structured data fields — either pre-defined or custom — required by your naming conventions.
   
4. Apply Custom Naming Templates: And voilà, Heron will automatically apply your customized naming schema to your file(s).
   

Learn more here.