Używanie Narzędzia do Zmiany Nazw PDF

Start with date in YYYY-MM-DD format
Then add the document type
Then add the company name
Use underscores between parts

For invoices: include invoice number at the end
For contracts: include both parties' names
For receipts: include total amount in dollars
For bank statements: include account last 4 digits

Add department prefix based on document content:
- HR_ for employment contracts, offer letters, policies
- FIN_ for invoices, receipts, financial statements
- LEGAL_ for contracts, NDAs, agreements
- OPS_ for purchase orders, shipping documents
- MKT_ for marketing materials, proposals

Use German date format: DD.MM.YYYY
Translate document types to German:
- Invoice = Rechnung
- Receipt = Quittung
- Contract = Vertrag
Keep company names in original language

Format: ClientCode_Year_DocType_Description
Client codes are 3 letters from company name
Year is fiscal year (use document date)
DocType abbreviations:
- INV for invoices
- REC for receipts
- BS for bank statements
- TAX for tax documents

Format: MatterNumber_Date_DocType_Version
Extract matter/case number if present
If no matter number, use client name
For contracts, note if it's DRAFT or EXECUTED
Include version number if multiple versions exist