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Document naming control allows Library Administrators to quickly define
and build unique document naming standards for different types of documents
that are added or checked into FileHold by end users. For example product
documents may have a unique document naming convention compared to HR
documents. This can be used for both document and records management
situations. Here are a few situations where document naming control
is particularity handy.
- The version number of the document can be quickly appended to the
name of the file so users are always sure of the version they are
viewing.
- When users tag documents the tag values (or a few select characters
of the tag value) can be included in the document name. For example,
if a customer name metadata field is tagged with a document type the
first 10 characters (or more or less) of the customer name could be
added to the name of the document when users add and meta tag documents
in the library.
- Document naming convention can be built with a predefined prefix,
or suffix. The naming convention can also include any meta tag index
field as defined for the document type. For example all engineering
documents in the system could be prefixed with ENG.
- Field Masking allows for the strict control of formatting of exactly how the document will be named and how many characters will be shown.
