Rename Documents

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shs
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Joined: Sun Jan 26, 2020 10:25 am

Rename Documents

Post by shs »

Hi,

how can I rename documents after uploading?

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rosarior
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Re: Rename Documents

Post by rosarior »

Hi,

from the "Actions" menu, select "Edit properties" and this take you to a form where the label, description and language of the document can be edited.
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shs
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Re: Rename Documents

Post by shs »

Thank You!
I did not consider that the action menu changes depending on which item is selected.

BayerSe
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Re: Rename Documents

Post by BayerSe »

Hi,

is it possible to do this at the upload step?
I'm currently renaming each file using the process describe above which is taking quite some time.

Or do you all simply leave the label as is? In my case this would be the name generated by my scanner such as SCAN_YYYYMMDD_HHMMSS.pdf.

Regards
Sebastian

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rssfed23
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Re: Rename Documents

Post by rssfed23 »

It's not possible to change it at the staging stage, no (due to limitations of the Django upload wizard the platform uses).

I can only speak for myself of course, but leaving the label as is should be fine for most purposes as long as you've got other labels/cabinets/metadata/smart links set up for organisation.
There is of course also the smart naming feature for a specific document type, but that will do similar to what your scanner does ("your name 001", "your name 002" etc).

It really is a personal preference how you name or structure the organisation of your Mayan environment. I do recommend you have a read of viewtopic.php?f=15&t=1599 - it walks through the various organisation structures and gives some recommendations. Come to think of it, it doesn't mention document title once as you can quite comfortably get by without ever worrying about them.

Another way you could ease the renaming is to use a workflow. I've not tried this yet, but I *think* you can set one up to present a field and then as you click through it rename the file based on what you put in the field or automatically rename documents based on their metadata.
Then you could in theory do them in batch. But there is a bit of a learning curve involved in workflows (there's another post in the guides section for that also)
Please don't PM for general support; start a new thread with your issue instead.

BayerSe
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Re: Rename Documents

Post by BayerSe »

Dear Rob,

many thanks for your detailed answer! It's somewhat a pity that changing the name at upload is not possible.

I realize that in most cases the label (filename) is not required and can be replaced by clever sets of metadata as is nice outlined in the linked thread - many thanks for that!

In some cases, however, I think names could be useful, e.g. for official documents (or any document type of which you don't have many documents). On the other hand, for these rare cases I can also do the renaming with the additional steps described above.

The workflow approach sounds interesting but I'm not quite there yet.

Many thanks
Sebastian

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