Filing Template feature enforces a strict structure to maintain document consistency and organization. It helps to create a standardized document filing structure with consistent file and folder names based on index values entered during document import.
This feature helps reduce misfiling and enables faster mass importation of documents. It also lets you to automatically name the file being imported and add description or notes based on index values entered by users.
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To learn how to create Filing Template, see Filing Templates with Strict Structure.
•When automatic naming rules are applied to a profile, the folder and file name fields are locked. This prevents manual renaming of items to ensure consistency and accuracy in the naming process. |
