Quick Start

Get NameQuick running in a few minutes. You will install the app, add a folder, and run a naming preset or Smart Rename once to see the workflow.

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1. Install and launch#

Download NameQuick for macOS and open it. Self-Managed starts in the app with a 50-rename trial. Managed starts through checkout.

• Download NameQuick

2. Add a folder#

Click + next to Folders in the sidebar and pick a folder you want to process (Downloads is a great start).

3. Choose a mode#

Pick the workflow that matches your files:

• Naming presets are reusable naming setups for files of the same kind. Start from a ready-made preset or create your own. A filename format builds the name visually from fields such as Date Vendor Amount; written instructions let you describe the naming in plain language. NameQuick reads each file and applies the preset. See Naming presets.
• Smart Rename is the fastest way to start, with no setup: drop in a folder and NameQuick proposes a clear name for each file on its own (for example, Scan_0042.pdf becomes 2024-03-15 Amazon invoice.pdf). See Smart Rename.

4. Run and review#

Select a few files and press Play. Review the proposed names, then apply. You can always undo.

5. Automate with Watch Folders#

Turn on Auto for a folder to process new files automatically. See Watch Folders and Rules.

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Next steps#

• Learn how filename formats and written instructions work in Naming presets
• Automate new files with Watch Folders and Rules
• Connect your own API key or run fully local
• Understand the pipeline in How It Works