14 Replies Latest reply on Jul 21, 2011 7:59 AM by Joy Garon

    Automatic file naming

    Ray Luck



      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.