Using UiPath, Rename PDF using content

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1

Using UiPath, Could we rename multiple PDF in a folder using Content of the PDF
Example - Naming Convention will be S No_Supplier Name_Date_Total Amount

2

Hi,

Can you share input sample files?

Regards,

3

It seems like i cant upload the files

4

Hi,

It seems we don’t have access right to the above google drive…

Regards,

5

Try again, i have changed the access

6

Hi,

I think it’s better to use Machine Learning feature because there are various type invoice format. The following might help you.

https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/invoices-ml-package

Regards,

7

Thanks for the tip!

1 Like
8

Hi @Paddy_Beeraka

Can you try this-

  1. Use the “Get Files” activity to retrieve a list of PDF files from the folder.
  2. Iterate through each PDF file using a “For Each” loop activity.
  3. Inside the loop, use the “Read PDF Text” activity to extract the content of each PDF file.
  4. Use string manipulation and regular expressions to extract the required information from the PDF content, such as the supplier name, date, and total amount. You may need to analyze the PDF structure and use appropriate techniques to extract the desired information accurately.
  5. Combine the extracted information into the desired file name format, such as “S No_Supplier Name_Date_Total Amount”.
  6. Use the “Move File” activity to rename each PDF file with the new file name.

Thanks!!

9

I will try it.

1 Like
10

You can implement this in UiPath as a pipeline:

  1. Get Files (folder) → For Each file
  2. Extract text:
    • If the PDF is text-based: Read PDF Text
    • If scans: OCR (Document Understanding / OCR engine)
  3. Use regex/string parsing to capture Supplier / Date / Total (watch out for locale formats)
  4. Compose filename like: .pdf
  5. Move File (rename)

Full disclosure: I built a tool called RenameMyInvoice that does this invoice/receipt renaming end-to-end (bulk rename from PDF content). If you want, tell me whether your PDFs are text-based or scans and what exact fields you need, and I can share the link.