Renaming Document / Filename from Document's Index Values

Apologies if this has been asked or answered before, I didn't find anything in my search.

We have some users asking if the filenames for documents can automatically be renamed based on multiple index field values.

The issue is with the filename of the attachment on the email draft when using DocuWare's > Send... > as PDF where most of the documents were never renamed, and still have the original, default filename from when they were imported / scanned into their tray (eg. 'Scan #022.pdf').  Ideally, we'd like the attachment's filename to be something more like 'Contract - <StorageDate>.pdf'.
I've found that users can rename the filename while the document is in the tray which would be a manual way to work around this, but was hoping there might be a more automated approach to this.

Thanks!

Dear Chauncy Saguinsin! It looks like the Community cannot answer your question. That's why we have opened a Support Request with the Number SR-149209-C2Q0J for you. A Software Support Specialist will contact you directly to follow up. We will update this thread with the solution as soon as we have resolved the Support Request. With best regards, DocuWare Support Team

Hello, 

              I have the same problem, is it possible to change filename using index values?

Thanks

César Javier Fois

Hi César Javier Fois Acosta,

currently this is not possible, the file name can only be changed in the document tray.

Regards
Tobias Getz
Team Leader Product Management
DocuWare GmbH

In order to rename files stored in file cabinets, it is possible only using SDK. We got it for this way, but it would be great if Docuware develops this function as native. This it should be to tied to "Document name" radio button in the file cabinet field configuration.

Hi, 

How did you achieve it using SDK please ? 

Thanks a lot,

Best regards

Of course you can modified file name, this are the steps to follow:


1.- in Cabinet select a field to name the file

2.- Create a workflow or add an activity to a existing one, in this activity you need to add the values to rename the file (image 2 and 3)

3.-Save and publish the workflow.

If you follow tthe steps once that you download-send the file name has changed, in my case i rename it with doc id 

Hello, 

Thanks for your help. Indeed, I have made the same thing as you did. It modifies the index as well as the file name when the file is downloaded. But it does not modify the file name which appears in the file viewer. Did you manage this ?

Thanks again,

Best regards