Policies and Policy Manager - Document Name Mask field possibilities

Policies and Policy Manager - Document Name Mask field possibilities

Hello Doc.It Users!

Here are all possible masks you can use to configure your policies' Doc. Name Mask field (Maintenance > Policy Manager).  You can enter descriptions or instructions in between the {curly brackets} in order to indicate the information users should be typing in when applying a policy to a document.

  1.        %yyyymmdd{}% or %yyyy-mm-dd{}% or %yyyy.mm.dd {}%               Example: %{Enter date of document}%
  2.        %{}%           Example: %{Enter document description here}%
  3.        %{OPTIONAL description goes here}%  *v4.5 and up*
  4.        $Date(yyyymmdd) *This one will automatically apply today’s date to the document name*
  5.        $Login *This one will automatically apply the username to the document name*
  6.        + *Using the plus sign at the start or end of the document name mask field will automatically append the original document name*



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