I use a standard format for naming most documents in DEVONthink
To speed this along, I have a Keyboard Maestro macro that prompts for all these fields, and also tags for the document, and then renames it and adds (replaces) the document’s tags. The only required field is “Name” – if any of the other default values are left in place, then the rename macro will ignore that field.
Note: tags are replaced. I only use this for new documents - so I didn’t bother to collect and retain any previous tags. But you could do that by changing the embedded AppleScript.
To use it, install in Keyboard Maestro. In DEVONthink, click into the file name (so that it is highlighted and editable). Press the KM trigger (I use “…fn” - you can use whatever you wish. File in the form. Press OK or Cancel.
You can edit the macro to add / change / reorder the fields to your taste.
The macro can be found here.