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:

1. 1. Go to Modify a Document Type
   2. Select the Document Type you would like to change the name of from the drop down list.
   3. Change the document name, in this example the name has been changed to CLP SDS. Note: this will also change the Document Name in the drop down list in Print Document for an Item

1. Click Save

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:

1. 1. Go to Modify a Document Type
   2. Select the Document Type you would like to change the name of from the drop down list.
   3. Enter the chosen fields in the File Name Template field – In this example the Document Type, Code and Date are required

1. Click Save

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: