Create templates to automatically create display names for folders and documents. You can associate a document type or a folder type with a template. Each time you create a folder or document of that type, the template automatically generates the folder or document name.

Folder Template

The folder template format is:

[0]: [FolderName] [[<FolderFieldName>]] [[<FolderField Name>]]…

Where <FolderFieldName> is the folder field name.

If you do not define a folder name template, the folder type name becomes the display name.

Document Template

The document template format is:

[0]: [DocumentType] [[<DocumentFieldName>]] [[<DocumentFieldName>]]…

Where < DocumentFieldName> is the document field name.

If you do not define a document name template, the display name will be one of the following:

• If the document has an associated type, the display name is [0]: [<DocumentType>]

• If the document does not have an associated type, the display name is [0] where [0] is the index of the document or folder.