A quick guide to how the system automatically creates clear, readable titles for your documents.
Overview
Every document processed by the system is automatically given a title — no manual formatting required. The title is built from three pieces of information: the type of document, its most identifiable details, and (when available) a relevant date.
This guide walks through the six-step process the system follows every time, so you know exactly what to expect and why a title looks the way it does.
The Six-Step Process
Step | What Happens | Client Takeaway |
1. Start with the document type | The document's category (e.g., "bank statement") is converted into a clean, readable label. | Every title begins with a clear category name, like "Bank Statement." |
2. Pick out useful details | The system reviews everything extracted from the document and keeps only reliable, meaningful text — filtering out dollar amounts, addresses, numbers, and yes/no values. | Only the most useful, human-readable details are considered for the title. |
3. Prioritize names | People's names are given top priority, followed by name-like fields, then all other remaining details. | Titles favor names first, so documents are easy to recognize at a glance. |
4. Remove duplicates and trim the list | Repeated values (e.g., the same person listed twice) are counted once, then the list is trimmed to a set number of details. | No redundant or cluttered titles — just the essentials. |
5. Keep it short | Each detail is limited to about 30 characters; longer text is shortened at a natural word break. | Titles stay short, clean, and easy to read. |
6. Add a date, if available | A relevant date is added to the end of the title, without taking up one of the earlier detail slots. | Dates are included automatically when available, for extra context. |
Example
Combining all six steps, a processed bank statement naming a person and a date might produce a title like:
Bank Statement — Jane Smith — 03/2024
The document type leads, the most relevant name follows, and the date is added last — automatically and consistently.
Key Points to Remember
- Titles always start with the document's category (e.g., "Bank Statement").
- Only reliable, readable details are used — amounts, addresses, and numbers are left out.
- People's names are prioritized over other details.
- Duplicate values are only counted once, and the list is trimmed to keep titles concise.
- Each detail is kept short, with long text shortened at a natural word break.
- A date is added at the end whenever one is available.
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