Create File Naming Conventions

Are you tired of inconsistent file naming across your organization? Then file naming conventions might be a great solution for you! File naming conventions are used to standardize and automate file naming. See a step by step guide below:

Managers Only:

1. Go to App Settings
2. Click on the File Naming Conventions section
3. Click New Naming Convention
4. Now add the rules you'd like in your convention
   • Custom Text
   • File date created
   • Record Key
   • Record Name
   • Original File Name
   • Sequential Number 
5. Drag and drop them depending on the order you'd like
6. Optionally, separate the rules with:
   • Underscores
   • Dashes
   • Spaces
7. View the Preview
8. Once the naming convention is complete, click Save changes.

Admin Only:

• New section that allows you to determine if your users will have the ability to rename and/or assign a file naming convention upon upload

Users:

1. When user renames, uploads, or creates a file, they will have the option to assign a file naming convention.