- Select the document and press F2.
- Fill in or correct the seven fields.
- Press Preview to see the new name.
- Press Rename.
Let MiAZ detect fields
The Detect menu in the rename dialog reads the document and fills in what it can find:
- Date: from the file's own metadata first, then from the original file name. See Where the date comes from.
- Country, Sent by, Sent to: by finding one of your enabled values in the document text.
- Every field: all of the above in one pass.
Group, Purpose and Concept are never guessed. A wrong guess there is harder to notice than an empty field.
Nothing changes until you press Rename, so check the result first.