Filename conventions are used by teams who want to have a set standard format for all filenames for a study. Automations can be setup so either or both existing and future uploaded document files will be assigned the defined filename conventions.
Once the conventions have been set, they will be applied to all documents in the nightly run unless that document type has been eliminated from the automation (see point 4).
Filename convention automations are defined in the STUDY PROFILE > Section 9 Automations.
- Select the Filename Conventions automations for the automation you would like to configure
- Turn on the automation
- Select Edit
- Within the Edit form, select the settings you need for this automation. You exclude certain files based on when they are uploaded or based on types of documents. So you can choose to only apply that convention to documents uploaded after that day if you do know want it to apply to previously uploaded docs. You can also exclude document that have a certain QC Status, On File in TMF Status, or Document Status.
HINT: If you have changes to your filename convention and do not want that change applied to past documents, you can set the timeframe to only include future document uploads.
End the article with these:
| 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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