Lesson 35 of 40
Set the file naming standard once
This video shows you how to set a file naming standard once, so every team's files are named the same way, sort properly and match their requests.
What you'll do
- Open Settings, then File Manager, then File Name Standard.
- Select Add part for each piece of the name: project, team, discipline, number.
- Pick a Separator. The Example shows how names will look.
- Select Save. Files show their standard name.
Why it matters
ISO 19650 expects the project to agree how containers are named. Set it here once and the name follows the standard, not whoever uploaded the file. Files then sort sensibly, and an incoming file can be matched to the request for it.
Common questions
Does Plannerly rename my files?
No. It builds a standard name from each file's information and shows it. Your original file name is kept.
Who can change the standard?
Anyone with the Manage Files permission. Everyone else sees it read-only.
Discussion
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