📚
Aerofiler Administrator Guides
  • Introduction
    • Getting Started Guide for Aerofiler Admins
  • Approvals
    • Negotiations
    • Rules
      • Editing Rules
    • Workflow Setup
      • Automatic Approval
      • Contract Workflow Settings
        • Workflow Details
        • Approval Workflow
        • Document Template
        • Direct Template Editing
        • Creating Rules
        • CC Notifications
        • Post-Signing Notification
      • Contract Fields
        • Additional Fields
      • Default Values
      • Contract Approval Sequence
      • Permissions
        • File Replacement
  • General
    • API Keys
      • Example - Creating a Workflow in Aerofiler
      • Zapier Authentication
    • Configuration
      • General Settings
      • Authentication Settings
      • Repository
      • Approvals
      • Calendar Configuration
      • IP Address Filtering
    • Organization Details
    • Permission Schemes
      • Access to Own Documents
      • Create Workflow Permissions
      • Enable Document Delete
      • Permission Schemes
      • Restriction Rules
      • Restricting Upload Permissions
    • Reminders
      • Editing
    • Teams
    • Users
      • Two-Factor Authentication Settings
      • Manage Organization Users
      • Deactivated Users
      • Add Organization Users
      • Bulk Adding Users
      • Transferring Data Between Users
        • Transfer Reminders with Rules
  • Repository
    • Fields
      • Default Values
        • Example - Assign Based on Custom Field
      • Field Groups
        • Expand by Default
      • File Fields
      • List Fields
      • Notes
      • Parent / Child Fields
      • Tags
        • Currencies
        • E-Sign CC
        • Text Fields
      • URL Fields
    • Integrations
      • Adobe Sign
        • Carbon Copy
        • Custom Filename
        • Direct Access
        • Recipient Names
        • Signing Tags
        • Troubleshooting
      • DocuSign
        • Certification of Completion
        • Changes After Sending
        • Custom Filtering
        • HMAC Security
        • Including / Excluding Users
        • Send from Repository
        • Settings
        • Visibility
      • External Workflows
        • Direct Integration
        • Zapier Integration
    • Metadata
      • Smart Naming
      • Metadata Detection
      • Use Folder Names for Metadata
      • Use Filenames for Metadata
    • Importing Data
  • Single Sign-On
    • ADFS via SAML
    • Azure AD via OIDC
    • Azure AD via SAML
    • OKTA via OIDC
    • OKTA via SAML
  • Supplier
    • Configuration
    • Reminders (Supplier Portal)
Powered by GitBook
On this page
  1. Repository
  2. Metadata

Smart Naming

PreviousMetadataNextMetadata Detection

Last updated 2 years ago

Aerofiler allows you to use smart naming conventions when downloading and viewing files.

Smart Display Name

Smart display names are used when files are displayed in Aerofiler. To begin, click on the "Smart Display Name" tab:

Suppose we wish documents to display in the system based on counterparty, title and start date based on a particular convention. For a counterparty of "Acme Pty Ltd", a title of "Master Services Agreement" and a start date of "2022-05-31" we wish the display to be:

Acme Pty Ltd - Master Services Agreement (2022-05-31)

To begin, click on the input area:

Then in the dropdown, choose "Counterparty". Aerofiler will then insert the tag:

Next, add the hyphen manually as follows:

Then, complete the remainder of the input using your desired syntax and click "Save":

Your smart naming format will then be used through the application where documents are displayed. For example, in Folders, the document will appear as follows:

Smart Download Name

Smart download names are set in a similar manner to the above. Smart download names apply when documents are downnloaded. For example, on the Documents page, if you click Actions -> Download (smart filename) the document will be downloaded as follows, regardless of the original file name:

Video Demonstration