Filename Settings

What are Filename Settings?

The "Filename Settings" feature allows you to create automatic file naming rules when using the Uploader or the Rename action in the Library, helping you manage files consistently and save time.

• 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

• The system supports two types of Patterns:

  • System Pattern (Built-in, cannot be removed)

  • Custom Pattern (Admin-created, can be added/removed)

⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”

How to configure Filename Templates

Access the Filename Settings: Client Profile => Settings => Filename Settings

1. How to Configure a System Pattern (Built-in, cannot be removed)

The system provides three built-in Patterns:

• Duplicate Suffix: Automatically adds an index when file names are duplicated. Make sure each file has a unique name, especially when uploading multiple versions or copies of the same asset.

  • Manually edit/enter the number of characters in the suffix, & add new suffix pattern.

  • Select to include brackets or not in the suffix by adding or removing the bracket on the rename pop up If left blank, default to 1.

• Today Date : Adds the current date/ production date to the file name. Users to edit or add new format.

• Production Date: Adds the production date to the file name. Users to edit or add new format.

👉 How to configure:

• Define custom system patterns using the corresponding hint provided below each system pattern.

• Leave the system pattern field empty to hide it from the Uploader or 'Rename' action in the Library.

2. How to Configure a Custom Pattern (User-created, can be added/removed)

You can create custom Patterns according to your workflow and file naming rules.

• Click “Add Pattern” to create a new Pattern.

• Name and define the structure of the Pattern as needed (e.g., adding project prefixes, campaign codes).

• For each Pattern, you can:

  • Move Up / Move Down / Reorder values to arrange the file name structure.

  • Delete any unnecessary values from the Pattern to keep file names clean and standardized.

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.

1. Rename file when uploading assets

• 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.

2. 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!