My previous PDM experience was using Catia V5 with SmarTeam and we had it set up with drop-down lists that would configure the filename as new documents were created - e.g. drop down list for product, drop down list for category, sequential number, revision number, description. The only field in the filename that the user had freedom to enter as seen fit was the description - product code had to be in the list, category had to be in the list, SmarTeam entered the next sequence number for that product/category combination and controlled the revision number. All this information was then concatenated to create and name a new file. Is this scenario something that can be duplicated in SolidWorks PDM?