Creating a File Naming Convention

To create a file naming convention:

1. From the Organizations menu, click the name of the organization you want to create a file naming convention for. The Organization Details page is displayed.

   The Organization Details Page - Settings

   

   The Organization Details Page - Sub-Organizations Section

   

   The Organization Details Page - Users Section

   

   The Organization Details Page - File Naming Conventions Section

   

2. As long as there are less than 6 file naming conventions defined, click Create Naming Convention button. The Create a New Naming Convention page is displayed.

   The Create a New Naming Convention Page

   

3. Type a Name for the naming convention, then choose its Type from the list of remaining unassigned file naming conventions.
4. Create a format for the naming convention. See Context Variables.
5. Click Save to save changes and continue editing or click Save & Return to save changes and return to the Organization Details page.

See Also

• About Organizations
• About Organization Details
• Creating an Organization
• Creating a Sub-Organization
• Creating a User
• Changing a User's Password
• Editing a File Naming Convention
• Editing an Organization or Sub-Organization
• Deleting an Organization or Sub-Organization