Dynamic naming allows you to automatically name files based on various data points, ensuring organization and easy identification. Here's how you can utilize this feature effectively:
Key Fields for Dynamic Naming
- Candidate Details:
{candidateId}: e.g., d1xxxx31-xxxx-xxxx-xxxx-c88dce3exxxx{candidateFirstname}: e.g., Michael{candidateLastname}: e.g., Scott{candidateReference}: e.g., MS001{candidateEmail}: e.g., m.scott@dundermifflin.com{candidateMobilePhone}: e.g., (210) 555-0123{candidateEmail}: e.g., m.scott@dundermifflin.com{cf_contract}: if you have a custom field using the reference “contract”
- Advanced Fields:
{userFirstname}: e.g., Jim{userLastname}: e.g., Halpert{userPhone}: e.g., (210) 555-0123{accountName}: e.g., Logistic{accountId}: e.g., d1xxxx31-xxxx-xxxx-xxxx-c88dce3exxxx{companyId}: e.g., d1xxxx31-xxxx-xxxx-xxxx-c88dce3exxxx{companyName}: e.g., Dunder Mifflin{filename}: e.g., mycv.pdf
- Date & Time Log:
{dateCurrentShort}: e.g., 2024-07-03 (format based on company locale){dateCurrentLong}: e.g., 2024-07-03-02:14 (time when file is uploaded){ts}: e.g., 1623853470842
Using Regular Expressions for Naming
To ensure file names meet technical or compliance requirements, you can use Regular Expressions (Regex) to replace unsupported characters. For instance, you can replace spaces with underscores (_).
Example:
- Regex Command:
\s
- Replacement:
-
This would transform "Michael Scott" into "Michael-Scott" in your file names.
Steps to Apply Dynamic Naming
- Navigate to the Document Type Settings in the your dashboard (note: administrator right required)
- Choose a document type and go to FileName Prefix.
- Insert the Fields from the supported list to construct your desired file name format.
- Apply Regex Commands if necessary to replace unsupported characters.
By following these steps, you can maintain organized and compliant file naming conventions, making document management more efficient.