Editing a File Naming Convention

To edit a file naming convention:

  1. From the Organizations menu, click the name of the organization for which you want to edit a file naming convention. 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. From the File Naming Conventions section, click Edit to make changes to the naming convention. The File Naming Convention Details page is displayed.

    The File Naming Convention Details Page

  3. Make the necessary changes to the Name, Type, or Naming Convention fields.
  4. Click Save to save changes and continue editing or click Save & Return to save changes and return to the Organization Details page.

See Also