Automatic Renaming of PDF Files Using AutoSplit™ Plug-in For Adobe® Acrobat®
Introduction
Quite often PDF file names are either non-informative or do not reflect the actual content of the documents. Typically, file needs to be named based on account numbers, client names or using some kind of date info from the document itself. It could take a lot of time to manually rename multiple files to make them more useful for the further processing. The AutoSplit™ can automatically rename PDF files by using document text or metadata information. The following tutorial is going to provide step-by-step instructions on how to rename existing PDF files using text from the first page of each document.
Input Documents Description
We are going to use 12 PDF files in this tutorial. The files are actually invoices and are named by client names. The goal is to rename these PDF files by "Invoice Number" and "Client ID". Both of numbers are located on a first page of each document. Such file names would be more meaningful for using by an accounting department.
Renaming Approach
Each invoice has a number and client ID printed in the upper-right corner of the first page. The application will search each document for “Invoice number” and “Client ID” numbers and combine them along with a static text to create a resulting file name. The text is going to be extracted from pre-determined page areas that we are going to define based on the sample invoice. Use this method when text that needs to extracted is always located in the same page area. The resulting files are going to be named as "Invoice Number_XXXXXXX_Client ID_XXXXXXX.pdf", where X represenst a digit.
Prerequisites
You need a copy of Adobe Acrobat Standard or Professional along with AutoSplit™ plug-in installed on your computer in order to use this tutorial. You can download trial versions of both Adobe Acrobat and AutoSplit™.
Step 1 - Open “Auto-Rename PDF Files” Menu
Close all open PDF documents to avoid possible file access conflicts. Start Adobe® Acrobat® application and select “Plug-ins > Auto-Rename PDF Files…” from the main Acrobat menu.
Step 2 - Add "Invoice Number"
Press “Add…” button to add a new component to the output file name.
Step 3 - Select File Naming Option
Select “Text From Location” option and click “Next” to enter parameters.
Step 4 - Select a Sample File to Define the Text Location
Click “OK” in the dialog box to proceed.
Select a sample PDF file for defining a page area where to extract an "Invoice Number". Click “Open” once done.
Step 5 - Define Page Area Where To Extract Text
Draw a box around text that needs to extracted to record its position on the page. All text within this box will be used as a part of the file name.  Click "OK" once done. A new entry would appear in the "Filename components" list.
Step 6 - Insert an Underline Symbol
 Press "Add..." button to add a static text that will serve as a separator between"Invoice Number" and "Client ID".
Step 7 - Select Custom Text Option
Select "Select “Custom Text and/or Document Property" option and press "Next" button.
Step 8 - Enter Custom Text
Type: “_” into the "Custom Text:" entry box. This is going to be separator between "Invoice Number" and "Client ID" in the file name. Click “OK” once done.Now you should see a new entry in the "Filename components" list.
Step 9 - Add "Client ID"
Press “Add…” button again to add "Client ID" to the file naming scheme.
Step 10 - Select File Naming Option
Select “Text From Location” and click “Next” to enter parameters.
Step 11 - Select a Sample File to Define the Text Location
Click “OK” in the dialog box to proceed.
Select a sample PDF file for defining a page area where to extract the "Client ID". Click “Open” once done.
Step 12 - Define Page Area Where To Extract Text
Draw a box around text that needs to extracted to record its position on the page. All text within this box will be used as a part of the file name.  Click "OK" once done. A new entry would appear in the "Filename components" list.
Step 13 - Confirm Renaming Files Options
Now there are 3 entries in the "Filename components" list. Optionally, press "Save Settings" button to save parameters into a settings file (*.docren extension). You can load these settings later by pressing "Load Settings" button. Optionally, check "Move successfully renamed files to another folder" option and select a "Success" folder where to put resulting files. Press "OK" button to move to the next step.
Step 14 - Add Files For Renaming
Press “Add Files…” button located in “Select Input Files” dialog to choose files that need to be renamed. It is always a good idea to make backup copies of the input files.
Step 15 - Select Files For Renaming
Select PDF files that need to be renamed. Click "Open" once done.
Step 16 - Confirm Input Files Selection
Selected PDF files would appear in the list. Press "OK" button once all input files have been selected.
Step 17 - Review and Confirm New File Names
The software will process input files without renaming them yet and present "computed" file names in the "Review and Confirm New Filenames" dialog. No files are renamed at this step. Review file names that have been generated and make edits/adjustments if necessary. Double-click on output filename to edit. No files have been renamed at this point yet. Click “Rename” to start renaming process.
Step 18 - Review the Processing Report
Check the renaming statistics. Click “OK” to open a processing report.
The processing report shows detailed information on how many files have been renamed or failed along with input/output file names for each document.
Step 19 - Inspect the Results
The AutoSplit™ plug-in has automatically renamed all 12 input PDF files using the following scheme: "Invoice Number_XXXXXX_Client ID_XXXXXXX.pdf".