Only the company administrator or members with the Manage templates permission can perform this action.
You can make the value entered in a component (field) in a document or document-related information to be automatically entered into the document name. If you set the document naming rule, then the document name is automatically entered based on the information of the document. As well, you can see this name in all document inboxes (In progress, Action required, and Completed) and the Manage documents page.
Setting the Document Naming Rule
- Login to eformsign.
- Go to the Manage templates menu in the sidebar.
- Click on the settings icon (gear icon) of the desired template to go to the Template settings screen.
- Enter the document naming rule in the Document naming rule option in the General tab.
Using Reserved Words
- Component ID
- Click ‘Add reserved word’ and then click ‘Component ID’. Then, select the desired component ID from the drop-down menu.
- The value entered into that particular component (field) will be added to the document name.
- General info
- Click ‘Add reserved word’ and then click ‘General info’. Then, select the desired general info from the drop-down menu.
- The selected information will be automatically added to the document name.
| Information type | Description |
|---|---|
| Date | The date in which the document is created (e.g. Feb 20, 2020). |
| Time | The time in which the document is created (e.g. 2:59 pm). |
| Datetime | The date and time in which the document is created (e.g. Feb 20, 2020). |
| Creator_id | The ID of the member that created the document. |
| Creator_name | The name of the member that created the document. |
| Creator_dept | The department of the member that created the document. |
| Creator_company | The name of the company in which the member who created the document belongs to. |
| Template_name | The template name entered in ‘Template settings’ > ‘General’. |
| Template_abbreviation | The template abbreviation entered in ‘Template settings’ > ‘General’. |
| Company | The company name entered in ‘Manage company’ > ‘Company profile’. |
| Address | The address entered in ‘Manage company’ > ‘Company profile’. |
| Contact_no | The contact information entered in ‘Manage company’ > ‘Company profile’. |
| Registration_no | The business registration number entered in ‘Manage company’ > ‘Company profile’. |
| Company homepage | Homepage URL entered in ‘Manage company’ > ‘Company profile’. |
[Tip] Check the status of the ‘Allow document name change’ option
Even if the document naming rule is set, if the ‘Allow document name change’ option is checked, the document creator can still change the document name.
If you do not want the document name to be changed, then make sure to uncheck the ‘Allow document name change’ option.