*This feature is only available on Quickli Pro. Click here to upgrade now!
The Document Renamer automatically renames, organises, and extracts key data from your uploaded documents. Instead of manually downloading files from multiple emails, guessing document types, converting images to PDFs, and redacting sensitive information, Quickli handles this for you in one streamlined workflow.
Upload your documents and receive:
Clearly and consistently renamed files
Documents grouped into a single, easy-to-download folder
Key data extracted from supported document types
This feature is designed to save time for you and your team, allowing you to focus on client conversations and closing more deals.
Configuration Options
Before uploading documents, you can customise how files are named. Default settings are provided, but you are not locked into them.
You can configure:
Separators (spacing or characters between file name elements)
Date formats
Name formatting
Each individual document can also be edited manually if required.
Abbreviations
Common institutions are abbreviated by default (for example, National Australia Bank → NAB, Commonwealth Bank → CBA) to keep file names concise.
If you prefer full names, you can change this at any time in the configuration settings.
Supported Documents and Limits
There are currently around 50 supported document types
There is no upload limit
Additional document types will continue to be added based on customer feedback
All commonly used day-to-day documents are already supported.
Uploading Documents
You can upload documents in two ways:
Click Upload
Drag and drop files directly into the tool
Documents can have any file name, including unclear or incomplete names (for example, random characters, abbreviations, or image files).
Once uploaded, allow a short time for processing.
Reviewing Renamed Documents
After processing, all documents will appear in the list with their newly proposed file names.
When clicking into a document, you will see:
The proposed file name
A breakdown of how the name was generated
A confidence score indicating how confident the system is in the classification
Example: Identity Document
A document with no meaningful file name was correctly identified as a driver’s licence.
The system:
Recognised the document type
Extracted the individual’s name
Detected the expiry date
Generated a complete and accurate file name
The confidence score showed 100%, confirming correct classification.
Note: Any client names or details shown in demonstrations are redacted and not real.
Data Extraction
In addition to renaming files, the Document Renamer extracts key data from supported documents.
Example: Company Tax Return
For a file originally named with an unclear abbreviation:
The document was identified as a company tax return
The company name and ABN were extracted
The financial year was detected
Total income and taxable income were extracted
All extracted data can be reviewed before download.
You can remove any elements (such as ABN) from the file name if they are not required.
Downloading Documents
Once reviewed, you can:
Download individual files, or
Click Download All to receive a ZIP folder
All files are:
Alphabetically ordered
Correctly named
Ready to store or share
You can rename the ZIP folder as needed (for example, “Smith Documents”).
Feedback and Support
If you notice anything that does not look correct while testing the Document Renamer:
Use the Report button within the tool
Our team will review the issue as soon as possible
For questions or assistance, please contact us using the in-app chat.