AnsweredAssumed Answered

Automatic file naming

Question asked by Ray Luck on Jun 26, 2011
Latest reply on Jul 21, 2011 by Joy Garon



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?




Ray Luck.