How to rename invoices automatically based on content
Are you struggling with disorganized invoices with random names? Learn how to rename them automatically with the DocHorizon platform. Sign up for free using this link: https://link.klippa.com/platformsignup
In this video, you'll learn how to create a workflow that automatically renames invoices or any other documents in bulk based on their content using the DocHorizon platform. First select your input source, rename them based on specific data fields like invoice date. And finally, exporting the renamed files to your chosen destination, such as Cloud applications, email, or accounting software.
Watch as we demonstrate the process step-by-step, showing you how to create a custom flow. This is a one time process, afterward your invoices will be automatically renamed in your output destination.
By the end of this tutorial, you'll see how easy it is to automate the process of renaming your invoices with DocHorizon. Let's get started!
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Watch video How to rename invoices automatically based on content online without registration, duration hours minute second in high quality. This video was added by user Klippa 12 June 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 30 once and liked it people.