How to automate file renaming to manage your uploads effortlessly

How to automate file renaming to manage your uploads effortlessly

Imagine you are collecting a large number of documents through an online form, like resumes for a job application. Each applicant will likely have different file names for their resumes, making it a tedious task to organize and review them.

Manually renaming each file wastes time and might create inconsistency. While providing instructions below the upload field can be helpful, it's not foolproof. Users might miss the instruction or forget them, resulting in inconsistent filenames.

Here's where automatic file rename on upload comes to rescue! This allows the form creator to:
  1. Set specific naming rules: Define a specific format for uploaded files. eg- [Applicant Name]_Resume.
  2. Extract information: Automatically pulls relevant data from the form, like the applicant's name, to create unique file names.
Let's say an applicant named Richard Johnson submits his resume. With automatic renaming, the file name becomes "Richard_Johnson_Resume". This clear and consistent naming makes managing and identifying files easy.

To do this:
  1. Go to the field Properties of the File Upload.
  2. Under File Name, provide a name of your choice that can help you identify the files better. Click the merge icon to merge the form responses in the file name. For example, if you want to streamline the resume names of candidates, then you can give the File Name as shown.
File Naming

Benefits of automatic file renaming:
  1. Saves Time: By automatically renaming uploaded file names to a consistent format, you can eliminate the need for manual renaming, saving your significant time and effort.
  2. Improves Organization: Consistent file names make it easier to sort, search, and track uploaded documents, enhancing overall organization.
  3. Reduces Errors: It reduces the chance of human error from manually renaming files, ensuring accuracy.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • How to push the file uploads that failed to be stored in a third party services through Manage Form Attachments?

                                                                                                                                      You can use the Re-push option available in the All Entries section of the form to push the failed file uploads into the third party service. Navigate to the All Entries section of the form and select Attachment Failed Entries in the filter. From the ...
                                                                                                                                    • File Upload

                                                                                                                                      The File Upload field in a form allows users to submit multiple files, and it comes with various customizable settings to control the types, number, and size of the files that can be uploaded. Allowed File Format(s): By default, the field accepts ...
                                                                                                                                    • Overview

                                                                                                                                      Under Manage Form Attachments in Zoho Forms offers a seamless way to store and organize your form attachments by integrating with popular third-party cloud storage services. This is particularly useful when you receive multiple attachments from form ...
                                                                                                                                    • Form Fields

                                                                                                                                      Table of Contents Single Line Multi Line Number Decimal Name Address Phone Email Date Time Date-Time Month-Year Decision Box Dropdown Radio Multiple Choice Checkbox Website Currency File Upload Image Upload Audio/Video Upload Description Section Page ...
                                                                                                                                    • Automate Venue Bookings with the Day Availability Field in Zoho Forms

                                                                                                                                      The manager of The Grand Hall event venue wants to automate their booking process. He needs to ensure that once a specific date is booked for a full-day event like a wedding or corporate party, that date is instantly removed from the available ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources