Think of Naming Options as filename templates or suggested filenames. It’s a way for you to make a list of your most commonly-used filenames and pick from them any time you save or name a file. Naming options speed up file naming, but even more importantly, they keep you consistent in the way you name files.
Here’s how you’d typically use a naming option:
Naming options are available anywhere you enter a file or folder name in Enterprise Organizer Pro.
Naming options can be static filenames, but they can also have dynamic information. For example, you can use dates and counters and you can even have the naming option pick up client or customer information from the drawer names.
To create and manage naming options, see Naming Options.
Suppose that you are in the middle of saving a file and you find that there isn’t a naming option that fits your need. Use the Naming Wizard to make a new naming rule on-the-fly. See Naming Option Wizard for more information.
Naming options work well if you have a fairly narrow set of rigid filenames. But some users need more flexibility in naming their files while still drawing off of predefined lists for consistency. That’s where the Custom Lists feature comes into play.
Custom lists are just that – your own, personal lists of items that frequently find their way into filenames. When it’s time to name a file, you can pop up your lists, click on items to build a filename, then click Save.
The real power of custom lists comes when you pair them with naming options. Here’s how:
Article ID: 218
Created On: Tue, Oct 29, 2013 at 5:52 PM
Last Updated On: Wed, Jun 25, 2014 at 9:04 PM
Authored by: KB Admin01 [[email protected]]
Online URL: https://kb.quikbox.com/article.php?id=218