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Emmanuel Jimenez Support Engienner

Emmanuel Jimenez

Joined: 3/17/2022

  • Forum Posts
  • RE: Renaming Document / Filename from Document's Index Values

    Tue, 27 Feb 2024 16:08:25 GMT – Renaming Document / Filename from Document's Index Values
    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 

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