RenameIQ Pro 2.1 is here to revolutionize how you organize files. Acting as your digital clerk, it uses advanced AI to read, identify, and rename your documents automatically. This guide will walk you through the new, streamlined workflow to turn your messy folders into a perfectly organized archive.
Watch the full video walkthrough (3 minutes)
1. Getting Started
After installing RenameIQ Pro via the simplified installer, launch the application. On the first run, it will take a few seconds to initialize the local AI brain—this ensures all your data stays private and offline.
2. Step 1: Add Your Files
Just like before, simplicity is key. Drag and drop your mixed PDFs, images, or entire folders directly into the main window. You can also use the + Add Files button.
3. Step 2: Choose Your Profile
RenameIQ 2.1 introduces Profiles to handle specific document types intelligently. In the Settings panel, you can switch between specialized modes:
- 💰 Finance: Perfect for invoices and receipts. It extracts Vendors, Dates, and Total Amounts.
- ⚖️ Legal: Specialized for NDAs and Contracts, extracting Parties and Execution Dates.
- 🚚 Logistics: Designed for shipping documents, tracking numbers, and delivery notes.
4. Step 3: Configure Rules
We've streamlined the experience. Simply click ⚙️ Settings to configure your global preferences:
- Naming Strategy: Choose between Styles like
Vendor - Date - Type.pdforDate - Vendor.pdf. - Date Format: Standardize all dates to your region (e.g., YYYY-MM-DD).
- Case & Separators: Enforce clean formatting like Title Case with hyphens or underscores.
5. Step 4: Analyze and Execute
Click START PROCESSING. RenameIQ's AI will scan each document in parallel, leveraging multi-core processors for speed.
You'll see the Proposed Name appear instantly. If you need to make a tweak, just double-click the name to edit it manually. Once you're satisfied, click EXECUTE RENAME to commit changes safely.
6. Advanced Power Features
Auto-Pilot (Folder Watcher)
Want to go completely hands-free? Enable Auto-Pilot in the Developer menu. Select a "Watch Folder" (like your Downloads directory), minimize RenameIQ, and it will silently process and rename any new file that lands there automatically.
Training Mode
If the AI misses a specific vendor logo, you can teach it! Right-click a file and select Train Template. Draw a box around the vendor name, save it, and RenameIQ will prioritize that area next time.
RenameIQ Pro 2.1 isn't just a renamer; it's a smart assistant that learns and adapts to your workflow, giving you back hours of your time.
Ready to reclaim your time? Download the RenameIQ Pro Ultimate trial today and experience the future of file organization.
