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.
To learn how to create and manage naming options, see Manage Naming Options.
To learn what dynamic fields are available in naming options, see Naming Option Fields.
Article ID: 334
Created On: Fri, Jan 3, 2014 at 3:40 PM
Last Updated On: Mon, Jul 28, 2014 at 1:55 PM
Authored by: KB Admin01 [[email protected]]
Online URL: https://kb.quikbox.com/article.php?id=334