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.

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  • Pedro Manuel Gonçalves Franco
    edited February 25 #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 Posts: 13
    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 Posts: 10
    Photogenic
    edited April 4 #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..