Genius Scan
  • Getting Started
    • Quick Start Guide
      • Genius Scan at a glance
      • Scan documents
      • Take quality scans
      • Quick edit actions
  • Document Management
    • Viewing & Editing Documents
      • Edit, crop and rotate a scan
      • Renaming documents
      • Change a document's page size
      • Delete a document
      • Delete a page
      • Sign and annotate your scans
      • Set up a default filter
    • Organizing Documents
      • Sorting documents
      • Tagging documents and managing tags
      • Create and manage folders
      • Select multiple documents
      • Search your documents
    • Managing Multi-Page Documents
      • Select multiple pages
      • Adding pages to an existing document
      • Merging and splitting documents
      • Reordering pages
      • Moving pages between documents
    • Text Recognition / OCR
      • Enable text recognition
      • Copy text of my scans
      • Search scans with their content
      • Scan and extract a business card
      • Apply Text Recognition on all your old documents
    • Importing pictures and files
      • Import pictures and files (PDF, JPEG...)
      • Import Word, Excel, Web Documents
  • Exporting & Sharing
    • Export Formats & Options
      • Export Scans as PDF
      • Export Scans as JPEG
      • Export Scans as Text
      • Adjusting export settings
    • Export Destination & Shortcuts
      • Manual export instructions
      • Share a document by email
      • Update the email used to export a document
      • Configuring export shortcuts
      • Auto-export rules and configuration
      • Check a document's export history
      • Verify if your documents have been backed up
      • Automatically delete a document after export
    • Service-Specific Guides
      • Export to another app
      • Export to WhatsApp
      • Export via WebDAV
      • Export via FTP
      • Export to the photo gallery
      • Export to Canvas
      • Export via SFTP/FTPS
      • Export to a computer
      • Export to your device memory
      • Export to QuickBooks Online
      • Print documents
    • Expense Reports
      • Set up expense report
      • Generate an expense report
  • Cloud Storage & Backup
    • Back up Overview
    • Built-in Cloud Overview
      • Synchronization & Backup
      • Offloading documents
      • How documents sync across devices automatically
      • Search and filter documents
      • Resolving synchronisation conflicts ⚠️
    • Manual Back-up
    • Transfer Documents to a New Device
  • Subscription, Plans & Account Management
    • Plan Details & Comparison
      • How to subscribe to an advanced plan
      • What happens when my subscription expires?
      • What plan do I have?
      • Cancel your subscription
      • Upgrade or downgrade my subscription
      • Get a receipt from your purchase history
      • Ask for a refund
      • Share my purchase with my family
    • Account Management
      • Create your account
      • Delete your account
      • Update your email address
      • Reset your password
    • Buying Multiple Licenses Online
      • Buy licenses online
      • Manage your licenses
      • Manage billing information
      • Understand pricing & renewal
  • Security & Privacy
    • Document Protection
    • Privacy & Security Overview
    • Privacy Policy
  • Advanced & Developer Resources
    • Genius Scan SDK
    • Configure Genius Scan with a MDM
    • Launch Genius Scan from another app (Developers Guide)
  • Other topics
    • Accessibility Features
    • Troubleshooting & FAQ
      • Troubleshoot Scanning
        • Better automatic document detection
        • How to remove shadows from my scans?
        • My scans are upside down, how can I fix that?
        • What is the DPI of my Scans?
        • How to disable the shutter sound?
        • The camera doesn't work
      • Troubleshooting Email Problems
        • Emails are not sending, or your recipient receives them after a long time
        • The Send button is inactive when I try to email a scanned document
        • An error message tells me my email is not configured
        • I receive multiple emails from Genius Scan
        • I can't send an email on Android
      • I thought I signed up for an account but I can't log in anymore
      • How to recover lost or deleted documents?
      • Genius Scan is taking too much space, what can I do?
      • How to improve the quality of Text Recognition?
      • How to fix the Genius Scan iCloud Drive folder not appearing?
      • Genius Scan is stuck updating
      • How to restore the purchase of the Genius Scan premium features?
      • Why isn't Text Recognition running?
      • How to change Genius Scan's language?
    • Known Issues
      • Send a bug or crash report
      • Scans are blurry on iPhone 15
      • Unable to log in to Expensify
      • Unable to log in to Evernote
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On this page
  • Basic renaming
  • Advanced renaming iOS
  • Document Name Templates
  1. Document Management
  2. Viewing & Editing Documents

Renaming documents

PreviousEdit, crop and rotate a scanNextChange a document's page size

Last updated 1 month ago

Basic renaming

Open a document and tap the document's title, enter a new title, and tap Save.

Open a document, tap the document's title, enter a new title, and tap the Checkmark key.

Advanced renaming iOS

  • Dates: tap the orange calendar button to open a date picker and choose a date. Tap the red calendar button to remove the date. The first detected date in the title is changed.

  • Document's content: analyzes your document's content to suggest elements.

  • Other documents' name: lists recurring elements used in your other Genius Scan documents' titles.

  • Locations: suggests places around your location (you need to grant access to your location).

  • Calendar events: suggests events from Calendar matching the document's date (you need to grant access to your Calendar).

  1. Tap any suggestion to add it to the document's title. It will be inserted at the insertion point or replace the current highlighted selection.

  1. Scroll down and tap the Settings button to access the Smart Document Renaming settings.

  1. You can hide one or several categories from the Smart Document Renaming screen.

Document Name Templates

By default, documents in Genius Scan follow the pattern 2015-02-21 19:55. The Document Name Templates feature allows you to customize how your documents will be named based on the date, time, location, or any additional text.

  1. Open the settings, choose General, and select Document name templates.

  1. Turn the Document name templates feature on. Create a new template by tapping Add new template.

  1. Drag or tap your screen to insert your components.

  1. Customize the name by dragging or tapping each item. You can enter custom text or choose patterns such as the date, time, and even the location.

  1. Check the sample document name. It shows you how the documents will be named.

  1. Open the settings, choose General, and select Document name templates.

  1. Turn the Document name templates feature on. Create a new template by tapping Add new template.

  1. Tap add item to create your template.

  1. You can customize your template with various components of date, time, location, and custom strings.

  1. Keep an eye on the name template preview. It shows you how the documents will be named.

The advanced Smart Document Renaming feature ( ) provides suggestions to quickly rename your document.

included in Genius Scan Plus and Ultra
Type or choose suggestions to rename your document from the renaming screen
An orange block appears where you can rename your documents
Genius Scan's renaming screen is filled with suggestions
Tap a suggestion to add it to the name of your document at the top of your screen
This gear icon indicates the Settings
Enable or disable suggestion categories from this list
Genius Scan's General screen with many options
Enable document name templates
Orange blocks can be dragged and dropped to create a template
The template is shown vertically
The document name templates screen now shows your new document name template
Genius Scan's General screen with many options
Enable document name templates
The Add item button appears at the bottom of the template
Choose items from this list
The document name templates screen now shows your new document name template

This feature is only available on iOS.