Smartdocs File Naming

Gerald Hoyle
Gerald Hoyle Member Posts: 13
5 Up Votes Photogenic First Anniversary First Comment

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.

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Comments

  • Pedro Manuel Gonçalves Franco
    edited February 2022 #2

    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.

  • Gerald Hoyle
    Gerald Hoyle Member Posts: 13
    5 Up Votes Photogenic First Anniversary First Comment
    edited November 2021 #3

    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.

  • Andy Theimer
    Andy Theimer Member Posts: 10
    First Comment Photogenic
    edited April 2022 #4

    +1 for this feature.   Even just a few tokens with a date/time formatter would be nice.
    $accountName License - $date('mm-dd-yy') etc..

  • SPS
    SPS Member Posts: 5
    Photogenic First Comment

    agree +1 here

    datafields and dynamic values yes please

  • Graham Cox
    Graham Cox Member Posts: 141
    100 Comments 25 Likes 5 Up Votes Name Dropper

    Agreed, always having to rename the files is a time suck