Posted Fri, 12 Mar 2021 20:58:39 GMT by Elaine Thomson McCarter Grespan Beynon Weir Professional Corp Manager Legal Operations
When we import documents into DocuWare from Windows Explorer, the document retains the original name.  How can we prevent this? This causes problems when emailing and re-using documents. Is there a way for the document to retain the DocuWare name, rather than the original Windows document name?
Posted Wed, 17 Mar 2021 12:27:06 GMT by Craig Heintz GSME
Referencing v7.3 here:
There is no rename check box in DocuWare.

You can however, choose the index field that will represent the document name in the Cabinet field area.

Also, if you have Workflow or a Cloud account you can set up a simple workflow for every new document to rename the field you set for the file name to any variation of fields.  As an example:
Invoice Number = 1234
Customer Number =ABCD
Document Type = Invoice

Output can be made to ... Invoice_1234_ABCD

You must be signed in to post in this forum.