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How to use custom fields in naming convention
How to use custom fields in naming convention
Julien Benoit avatar
Written by Julien Benoit
Updated over a year ago

After configuring the setting of your custom fields, you can now add these fields in your naming convention:

  1. In the "Settings" section

  2. Click on "Naming convention".

  3. Then select your naming convention to customize

4.You can edit your naming convention by clicking on "Edit".

5. In the "Source" section, you can choose the custom fields created beforehand. In this example, I have selected the custom field "NC Phase" of type list of values : Plan, Dsg, EXE...

it is advised to use only custom fields in the "Source" section, in this example all these custom fields are of type "drop down list" or "Integer" for the "Version" block

You can now drop your documents using your naming convention,

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