How AI Document Renaming Works in Glade
1. Understand what AI document renaming does 0:00
Glade can automatically suggest clear, descriptive file names for documents uploaded by clients.
This helps reduce manual renaming and saves time organizing case files.
Instead of generic names like
image,scan, orthat.pdf, Glade AI uses the document contents to generate a more useful name.
2. Know when renaming happens 0:24
When a client uploads a document to a document request, Glade AI analyzes the file.
It then suggests a professional file name based on what the document appears to be.
Example suggestions mentioned in the Loom include names like
2026 tax returnorcertificate of counseling - [last name].pdf.Renaming is separate from submitting the document for review, so files can be renamed at any time.
3. Open a document request and view uploaded files 0:58
In the example account, the user opens a Chapter 13 case and views the client document checklist.
A file has already been uploaded to the request.
The file shown in the demo is just a screenshot, used as an example of what appears in the file list.
4. Use AI to rename files 1:17
Click Rename Files with AI to generate suggested names.
Glade will attempt to rename based on the document content.
If the uploaded file does not match the expected document type, the suggestion may not be accurate.
In the demo, the screenshot file is not a good match for the intended document, so the AI naming result is not useful.
5. Review, edit, and approve the suggested names 1:54
Once Glade generates names, you can review them before applying.
You can approve names individually or approve all at once.
You can also edit the suggested names manually if needed.
Approved names can be reused, making future organization easier.
Key Details
Who can rename: Only law firm users (creators) see the rename button. Clients do not see it.
Non-destructive: Renaming files does not submit the document request for review. Submission remains a separate step.
Smart suggestions: The AI uses the actual contents of each document — not just the filename — to generate relevant names. It identifies document types, dates, and names when available.
File extensions preserved: The original file format is always maintained (e.g., a .pdf stays a .pdf).
Re-run anytime: You can run the AI rename as many times as needed. New suggestions will be generated each time.
Graceful handling: If the AI can't generate a suggestion for a particular file, it simply won't suggest a rename for that file — no errors or interruptions.
FAQ
Q: Will renaming a file submit my document request?
A: No. Renaming and submitting are completely independent actions. You can rename files without submitting, and submit without renaming.
Q: Can my clients see or use the AI rename feature?
A: No. The "Rename files with AI" button is only visible to law firm users, not to clients who upload the documents.
Q: What happens if I don't like a suggested name?
A: You can edit any suggestion before approving it, or simply skip files you don't want to rename.
Q: Does the AI rename work on all file types?
A: Yes — it works on PDFs, images, and other uploaded document types. The AI analyzes the content of the document to generate its suggestion.
Q: Can I undo a rename?
A: There's no automatic undo, but you can manually rename any file at any time, or re-run the AI rename to get new suggestions.