NameSenseMetadata or content-aware naming
If a PDF contains title and author metadata, use the local PDF Title and PDF Author parts. To infer details from the document text, use AI title, author, or publication-date parts with your configured provider.
Start with Academic Document Archive
The built-in Academic Document Archive rule combines publication date, title, author, and category. Adjust the order, separator, and length requirements. Review inferred details carefully, especially dates, names, and publication information.
Scans and page selection
PDF processing supports page selection and OCR settings. Scan quality, available text, and selected pages affect the result. Encrypted, unreadable, or oversized files may not be analyzable; check that you can open the document first.
Choose where analysis runs
Local metadata parts do not require external AI. When you use AI and consent, extracted text and necessary previews may be sent to your chosen service. Review the data-sharing disclosure before processing sensitive files.