JungleDocs 365 | Automate Document naming

In JungleDocs 365 you can easily automate the naming of your documents. This feature will not only save you time, it will also improve the efficiency of your SharePoint.  In this tutorial you will learn how to automate document naming.

  • How automate document naming works
  • Example case

How automate document naming works

To enable document naming you simply have to edit an existing rule, or edit one during its creation. 

1. Scroll down to the AUTOMATION -> File naming section.

2. Select File naming before save or after save

Before save
Choose before save and you see the naming immediately in preview step. It generates the name before you can edit/fill generated document’s properties.

After save
Choose after save if you need to include some field values from the generated document into the file name.

3. Now add the elements you want to be included in the file name. Read more about formulas you can add  here.

4. Check that you have entered all elements you want to be included in your future file titles, finish your rule and save.


Example case

In this example case we want to automate the file naming for contracts.

1. Navigate to the rule for creating contracts.

2. Scroll down to the file naming section. 

3. Now let's say this organisation sells three services: food delivery, drinks delivery and car rental. The requirements for contract names are that they contain:
- the year the contract was created
- the name of the company the contract applies to
- the name of the service that the contract covers
- the number of the contract

To achieve this we will first add a Date column. After that we will add a Field value column, we will set this to Company Title. Now we will add another Field value column, which we will set to Labels. 

4. To make sure that the contracts are numbered correctly we add a sequence with a dependency. For this dependency we select Labels. By doing this we make sure that JungleDocs will query SharePoint to see what other contracts with a specific label have already been created, and will then create the next one in the sequence

5. Select Global if you want JungleDocs to take into account all documents with this label on all your sites and libraries. Select Just for this site and library, if you want it to just set the dependency locally.

5. By running the rule to create a contract with Contoso about food delivery, the automated file name would now be: 2017-Contoso-FoodDlv-001.


Learn more

Find more examples and best practices in our blog post Define and automate SharePoint document naming.

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