TailrideFile Name Settings
Customize how extracted invoice files are named.
Changes apply to all documents, including ones processed earlier. Files already uploaded to Google Drive, OneDrive, or accounting software are not renamed.
Live Preview
The settings card shows a live preview of the resulting filename (e.g. 2026-04-12_Amazon_INV-1043.pdf) with a copy button, updating as you change options.
File Name Components
Enable and reorder components with the checkboxes and arrows:
{date}— the invoice date (enabled by default){vendor}— the vendor/supplier name (enabled by default){invoiceId}— the invoice's identifier (enabled by default){amount}— the invoice amount{currency}— the currency code
At least one component must remain enabled. The order of components determines the filename structure.
Date Format
Choose from over 20 formats: numeric (YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY, YYYYMMDD), with month names (DD-MMM-YYYY → 15-Mar-2024, DD-MMMM-YYYY → 15-March-2024), and month-only variants (YYYY-MM, MMM-YYYY, etc.) — each also available with underscores instead of hyphens. Default: YYYY-MM-DD.
Other Options
- Separator — underscore (
_, default) or hyphen (-) between components - Uppercase filename — converts the whole filename to uppercase (e.g.
2024-04-01_AMAZON_INV123) - Enable renaming — when disabled, newly processed files keep their original names and the naming rules are not applied; documents that were already renamed keep the name they have
Where File Names Are Used
Tailride names each document with your current settings wherever it shows or hands out the file:
- In the dashboard — the Attachments column and the document preview
- In downloads — single files, ZIP and CSV exports, and shared links
- In emails — Send email and automatic email forwarding
- In new uploads — Google Drive, OneDrive, the Google Sheets Attachment Filename column, and file attachments sent to accounting software
Files that were already uploaded keep the name they were uploaded with. To upload them again under the current name in Google Drive or OneDrive, select the invoices and use Re-Sync to Google Drive or Re-Sync to OneDrive. Webhook payloads keep the file name assigned when the document was processed.
Defaults
Restore default returns to {date}_{vendor}_{invoiceId} with underscore separator and YYYY-MM-DD dates. Settings apply after clicking Save.