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Question

Is it possible to create a naming convention for each template by using tokens?

Capture
Updated August 21, 2014
asked on August 21, 2014

I know you can set this up when you scan, but it would be nice if you could assign a naming convention for each template by using tokens, as a default document name.  Is this possible? 

 

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replied on August 21, 2014

A suggestion would be to have Workflow name documents that are being scanned in based on the metadata that goes with the document. If there is relevant metadata you can have an incoming folder and have it route to a specific folder with the naming convention that would pull from the metadata. Hope this helps!

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replied on August 21, 2014

Cristobal is correct.  We setup Capture Workflows to do as you suggest.  Basically the users will simply scan into a generic "incoming scans" folder.  They apply a template, fill out the metadata, and scan into that folder.  The name of the doc does not matter.  Then the Workflow runs and based on the template will rename the document appropriately and move it to a folder structure based on that metadata.  

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