How can I rename a file using the FileHold Office Client Window?

Friday, February 17, 2017

We've recently had a question from a customer asking:

"When adding attachments in Microsoft Outlook using the FileHold Office Client, we need a way to rename the document from how it was named in the attachment. Currently we are taking the extra step of locating the document in FileHold and manually editing the filename."

Well dear customer, that extra step is not necessary. We have a couple of solutions for you.

1. In the FileHold Office Client window, type in a new file name in the blue bar area above the metadata.

Renamne file in FOC

2. Set up a custom naming pattern in your schema so that you don't have to manually rename any documents going into FileHold. FileHold can do that for you automatically! This also keeps document file names nice and consistent in the system.

Custom file naming pattern schema