When a large number of files need to be quickly categorized by a fixed prefix, they can be classified and grouped based on the first few characters of the file name. This approach is suitable for standardized naming scenarios, such as files whose names begin with a customer name, date, or project code. Before categorizing, ensure that the leftmost part of the file name is clear and provides classification value to avoid confusion caused by abbreviations or duplicates. In scenarios requiring structure, such as customer databases or time-series documents, this method can significantly improve batch management efficiency. The following describes how to classify files based on any number of characters at the beginning of the file name and place them into corresponding folders, supporting various file formats including Word, Excel, PDF, and JPG.
1. Use Cases
When numerous files with different customer names or dates are mixed together and need to be quickly grouped under the same customer name or date, we can batch organize them into corresponding folders based on the first few letters, numbers, or characters of their file names.
2. Preview
Before processing:
After processing:
3. Steps
Open 【 HeSoft Doc Batch Tool 】, select 【File Organizing】-【Classify files by file name】.
【Add Files】Add multiple files that need to be classified and organized based on the first arbitrary characters of their file names.
【Import files from folder】Import a folder containing a large number of files that need to be classified and organized based on the first arbitrary characters of their file names.
You can view the imported files below.
【Classification Method】Click to classify by the first few characters.
【Count】Enter the range of starting characters for the file name as required.
After the processing is complete, click the path behind the save location to view the classified files.
