SmartCapture can generate file names automatically using the extracted data, allowing output documents to be named according to the extracted field values.
To configure file naming, go to Settings > File Names.
For more details, see the tutorial video:
https://plustek.com/us/software/scanclient/smartscan/video.php
o Building File Names
The left panel lists the available components that can be used to build the output file name, such as extracted fields and other identifiers.
To create a file name:
Select a component (e.g., Number, Date, Total, or a custom field).
Click 
to insert it into the file name.
Verify that the selected component appears in the file name list.
Repeat these steps to add additional components.
The example shows a file name composed of the Number, Date, and Total components, along with a live preview of the generated file name.
o Formatting File Name Components
You can format each file name component to improve readability and maintain a consistent naming structure.
• Separator: Defines the character placed between components, such as a dash (-), underscore (_), or space.
• Filler: Specifies the character used to pad a component when its value is shorter than the defined width.
• Width: Sets the total number of characters for a component to standardize the file name format.
For example, if the Date component is set to a width of 8 with 0 as the filler, the output will appear as 20240623.
o Setting Fallback Text
If a data component cannot be recognized, you can specify a default value in the Fallback-Text field.
This ensures that the generated file name remains valid and follows the defined naming format even when data is missing.
o Output Files
After validation, documents are saved to the output folder using the file naming rules you have configured. In the example shown, the file name is composed of three data fields and two separators (e.g., INV001_20250623_1500.pdf).
SmartCapture generates two output files for each processed document:
• Searchable PDF:
A copy of the original scanned or imported document converted into a searchable PDF, allowing you to search, highlight, and copy recognized text.
• CSV:
A structured file containing the extracted document data, which can be imported into databases, spreadsheets (such as Excel), or other data processing applications.
These two output files provide both a human-readable document and machine-readable data for further processing.