Naming Options

You can add intelligence to the way QuikFile names files by using naming options. Think of naming options as filename templates. They can have regular, static text (e.g. Scanned Document.pdf) or they can use dynamic fields, like client names and dates (e.g. Smith, Bob - Consulting Agreement - 2012-03-31.pdf).

Naming options are available everywhere that you can specify a filename in QuikFile, like job destinations and separators.

For example, when you create a separator, you’ll notice that the filename option is actually a drop-list. This drop-list will show your naming options. Just pick one from the list.

Creating and Managing Naming Options

To learn how to create and manage naming options, see Manage Naming Options.

Dynamic Fields

To learn what dynamic fields are available in naming options, see Naming Option Fields.