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On this page
  • How to Create Filename Templates
  • How to Use Filename Templates
  1. Client Profile
  2. Client Profile Settings

Filename Setting

Using filename templates simplifies file naming, making asset organization efficient and consistent.

PreviousConsent SettingsNextTask Settings

Last updated 6 months ago

The "Filename Settings" feature allows you to create custom filename templates to automate the naming of files upon upload or when batch-renaming files in your library. This helps you:

  • Organize Files Efficiently: Files are named according to a common rule, making them easy to find and manage.

  • Save Time: No need to name each file manually, especially when handling large quantities.

  • Ensure Consistency: All files follow a standardized naming format, adding professionalism

How to Create Filename Templates

1, Access the Filename Settings

Navigate to: Client Profile => Settings => Filename Settings

2, Create a Filename Template

  • Click on "Add Pattern” to create new pattern

  • For each pattern, you can move up, move down, or reorder values to arrange the structure as desired. If needed, you can also delete any unnecessary values from the pattern.

How to Use Filename Templates

By using filename templates, you can quickly rename files during upload or asset in your Library, helping keep your files organized and consistent.

Rename file when uploading asset

  • Select the Filename Template: During the upload process, choose the desired filename template from the available list.

  • Apply the Template: Once selected, click Apply Pattern to rename the uploaded files according to your chosen template.

This will automatically rename your files upon upload, following the template structure you set.

Rename file in Library

  • Choose the files to rename and open the "Library Action" menu.

  • From the menu, select "Rename" options.

  • Choose the appropriate filename template from the list.

  • Click "Apply Pattern" to rename the files according to your selected template.

If you have any questions about “Filename Settings" or other features, don't hesitate to ask, we're always here to help!

Access to filename setting
Rename file when uploading asset
Rename files in Library
Rename files in Library