Add a Naming Option

Add naming options from the Naming Options Dialog, or on-the-fly using the naming option wizard button. This topic describes the available options.

The Filename Expression

The heart of a naming option is the Expression field. This is where you format the filename with text and fields. Creating a filename expression can be as simple as typing in some text:

Engagement Letter IRS Form SS-4 Monthly Newsletter

But the real power of naming options is in the dynamic fields. Whenever QuikFile saves a file using a naming option, the fields will be resolved to text, like a date stamp, a FileCenter drawer name, or an incrementer to avoid filename conflicts. For example, notice how these naming options might look when turned into filenames:

«FOLDER Drawer Name» Engagement Letter Robert Johnson Engagement Letter «DATE mmmm» Monthly Newsletter August Monthly Newsletter

Inserting Fields

QuikFile makes it as painless as possible to insert fields. Just follow these steps:

Position the cursor where the field belongs in the Expression.
Select the field you want in the Field Type list
Select any options you want in the Field Option list (there might not be any)
Click the Insert Field into Expression button.

This will insert your properly-formatted field into the expression. Feel free to add text before or after the field, cut and paste the field into a different part of the expression, and insert more fields. With dates, you can even modify the date format right inside of the field, if you know what you are doing.

To remove a field from the expression, just delete it using your keyboard. You can also clear the entire expression using the Clear Entire Expression link or just the increment portion of the expression using the Clear Increment link.

Available Fields

For more information on the fields and their options, see Naming Expression Fields.

Example

As you build your filename, the Example area shows you how the filename might look after the fields have been populated. It populates the fields with sample data to give you a very user-friendly way of seeing the filename expression. Use the example to check the spacing between the elements of your filename.

Save as a Naming Option for Future Use

If you are creating this naming option on-the-fly, you can choose to save the naming option for future use. This will let you come back later and modify the naming option, or re-use it in other places.