Document & Information ManagementPurpose
1.2. Automation checks, validates, and corrects file names at upload, move, or modification to enforce standards and enable audit readiness, collaboration, and efficient archiving.
1.3. Automated enforcement also facilitates version control, rapid searchability, and metadata extraction, minimizing risk of human error and duplication.
Trigger Conditions
2.2. File rename operation initiated by user or system.
2.3. Scheduled scans of target folders for legacy or non-compliant files.
2.4. File move/copy between document management systems.
2.5. API endpoint hit for file creation or migration.
2.6. Automated document ingestion via sync or third-party integrations.
Platform Variants
• Feature/Setting: Power Automate Flow; configure flow to trigger on item created/modified, apply regex logic for naming pattern, automate renaming.
3.2. Google Drive
• Feature/Setting: Apps Script trigger or Drive API file events; automate enforcement via script on file creation/change.
3.3. Dropbox
• Feature/Setting: Dropbox API webhooks & scripts; automate monitoring of file changes, run automated naming correction routines.
3.4. Box
• Feature/Setting: Box API events & automation triggers; configure & automate file rename via workflows.
3.5. OneDrive for Business
• Feature/Setting: Power Automate with Office 365 OneDrive connector; automate whenever file is created/modified, running regex validation/corrections.
3.6. Egnyte
• Feature/Setting: Egnyte Webhook & API driven automation; monitor and automate corrective naming conventions at file event triggers.
3.7. M-Files
• Feature/Setting: Event Handler & Workflow; automate naming rule enforcement on document addition/modification.
3.8. Alfresco
• Feature/Setting: Alfresco Process Services; configure automated workflow for file name validation on upload.
3.9. Laserfiche
• Feature/Setting: Workflow Designer automation to monitor entries and automate renaming process based on condition.
3.10. SAP Document Management System
• Feature/Setting: ArchiveLink/BAPI interfaces; script name validations and automate renaming at document processing stage.
3.11. NetDocuments
• Feature/Setting: NetDocuments API; automate naming convention enforcement and correction on file save.
3.12. Citrix ShareFile
• Feature/Setting: ShareFile API & automation triggers; implement file name rules and automate correction process.
3.13. Zoho WorkDrive
• Feature/Setting: Zoho WorkDrive API events; automate file name checks and updates at upload/modification.
3.14. FileCloud
• Feature/Setting: FileCloud server-side triggers; enforce and automate name corrections via workflow.
3.15. OpenText Content Suite
• Feature/Setting: Content Server Workflow; automate naming checks and remediations at each document event.
3.16. Nextcloud
• Feature/Setting: Nextcloud Flow automation; monitor file actions and automate naming rule enforcement.
3.17. DocuWare
• Feature/Setting: DocuWare Workflow automation; automate file naming standard enforcement whenever files are imported.
3.18. IBM FileNet
• Feature/Setting: Content Engine Event Handlers; automate file name validation and update at the document ingestion point.
3.19. Smartsheet
• Feature/Setting: Smartsheet Automation workflows; trigger actions and automate name corrections when attachments are added.
3.20. Amazon S3
• Feature/Setting: Lambda function via S3 event trigger; automate renaming via function upon file upload or move.
Benefits
4.2. Automating naming ensures every file is instantly standard-compliant, streamlining audit and retrieval.
4.3. Automation creates a predictable, scalable, and replicable archiving environment.
4.4. Automating legacy file scans and normalization accelerates large-scale cleanup.
4.5. Automated correction allows seamless user workflows without disruptions or rejected uploads.
4.6. Automator improves efficiency for information management teams, freeing time for higher value tasks and boosting overall system integrity.