Changing the Name and File name of a Document
Within Formpak you can change the name of a Document and the file name when saving.
For this example, a CLP Safety Data Sheet is being saved for Item FL-004.
In View a Document Type, we can see that the Name of the Document is ‘CLP Safety Data Sheet’. The File Name Template field is blank, so the default file name will be the Document Type (Name) and the suffix of Code.
To change the name of the Document:
When creating the Document in Print Document for an Item and selecting either ‘Preview’ or ”Print to PDF’ the download ‘Save As’ file name now contains the updated name and Code.
And the Document is renamed in the list for Print Document for an Item.
To add suffixes to the File name:
When creating the Document in Print Document for an Item and selecting either ‘Preview’ or ‘Print to PDF’ the download ‘Save As’ file name now contains the required suffixes.
In this 2nd example we have selected to have the Document Type, Code, Name and Region Code for the file name:
Below are the different suffixes which can be added to the File Name Template:
Date Component Abbreviations:
Region and Language Codes: