Hi,
I would like to setup a simple folder that stores our customer purchase orders and other information. The majority of these files are pdf's.
Can EPDM automatically name the files using a serial number?
For example, I receive a copy of a purchase order in an email. I open the pdf and go to 'save as' and browse for the folder location in the vault. Here, edpm renames the file to 0001 (or whatever is next), I fill the data card in and a copy is saved.
Is this achievable?
Cheers,
Ray Luck.
Hi Ray,
First I must say that I don't try this method but I think it will work.
1. define a serial number for your documents;
2. add a variable for serial number and also for pdf files;
3. add this variable on document card and make it "equal" to special value of defined serial number;
4. in dispatch add a new action during add with condition "after the add operation";
5. define a runtime variable = variable value from selected file datacard.." and make it equal to variable defined on 3;
6. add a command "rename file" and use for new name variable defined on 5.
I hope it works