How to modify the File Export name

Modified on Mon, 3 Jun at 4:36 AM

You can modify the File Export name to include the Folio 'precis' by following the steps shown on the screenshot below. 


Parameters> Set Parameters> Records Management> Folio File Name and Attachment Options 



You can view each of the variables available to you by reviewing the Description column. Once you have selected the required variable you want to include, place your cursor into the "File Name Template:" field where you would like the variable to appear, then click on the Insert Variable button. To remove any of the variables you no longer require simply place your cursor in the field and remove any variables using your keyboard. Other options on this screen can also determine the email attachment names and Cabinet Item Export folio names.




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