Naming and routing rules, previewed before you rely on them
Write folder and file-name templates for each document source or type, and preview where a sample file would end up. Your assistant Eva follows your rules when she proposes where to file a document, and files it only once you approve the plan. Eva making changes needs an Eva Personal Assistant seat.
Setting up your filing rules
Names built from details you choose
Build file-name and folder templates from variables such as document type, client name, year and month. If a value is missing, it shows as Unknown.
Send each kind of document to its folder
Route a document by its source or type, such as HR, contracts, invoices or uploads. Add conditions on category, file type or metadata if you need them. Your rules are saved for your organisation, in an order you can change.
Try a sample file first
Run a sample file through your rules and see the folder and name it would get. Eva can also propose a filing plan in chat.
When you request access, tell us how your documents should be filed.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.