Smartdocs File Naming
It would be great if templates could be given basic naming conventions to save manually renaming every file we create. Currently it gets: [customer name] [date] [time]. We would like to automatically name the file as: [template name] [customer name] or [template name] [job number] or (specified default value) [customer name] or something else along those lines.
Comments
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Hey,
Very interesting. Currently we are using the naming convention you mentioned. Do you do this for templates or for documents as well? We also assume a specific convention for where files are stored in the respective cloud drive.
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Hey,
Very interesting. Currently we are using the naming convention you mentioned. Do you do this for templates or for documents as well? We also assume a specific convention for where files are stored in the respective cloud drive.
The naming convention is for documents created from templates.
Currently it is really hard to find a job card or service contract, when the only differentiation is the date and time they were created, so we have to manually rename the document after creation.
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+1 for this feature. Even just a few tokens with a date/time formatter would be nice.
$accountName License - $date('mm-dd-yy') etc..0 -
Agreed, always having to rename the files is a time suck
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