Filename Conventions: Setup

Filename conventions are used by teams who want to have a set standard format for all filenames for a study. 

Filename conventions are defined in the STUDY PROFILE > SECTION 3A. 

1. Select the Filename Conventions button
2. A new form will open with options on setting conventions for site, country, and study level files
3. To make edits, switch the edit toggle on for the file level you want to edit
4. Then click within the field and you can add tags where you want them. Tags are pulled from the metadata fields that relate to the document record and file

Note: The "Document Specifier" field is a free text field that is pulled from the Document Details form where you can ensure for certain documents, a document is further descriptor is applied. For example, a last name for CVs.

Once this is set to the desired conventions, click save. Now this convention can be applied either manually or through automations.

1. Manually - You can apply the template for an individual document record in the Edit form.
2. Automatically - You can setup an Automation in Study Profile Section 9 to automatically apply the convention to documents during the nightly automations run. See this article for instructions on that. 

Users Access Requirements

Admin, Manager

Portfolio View Access Requirements

All Data, Studies + General Records, Studies Only

Subscription Requirements

Trial, Standard, Premium, Premium for Sites, Premium Plus, Enterprise

Glossary
Document Specifier	A free text field that is pulled from the Document Details form where you can ensure for certain documents, a document is further descriptor is applied. For example, a last name for CVs

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