In Type Manager, when creating new or editing existing Document Types, the Document Version Naming Convention column allows users to choose how the Generated Documents in a Contract record will be named.
There are three values: Doc ID, Doc Version, and Doc Version Date. Utilizing the Add Rule button, the document name can be tailored to match your organizations file naming convention from within Contract Logix.
This saves time and renaming effort by better aligning with how your organization utilizes document file naming conventions.
To adjust the naming convention, follow these steps:
As an administrator, from the homepage, click
to go to Application Settings.Select Type Manager from the Application Settings left-hand side menu.
Use the Object Types drop-down menu and select Documents.
Under the Document Version Naming Convention column, select
for the document type you want to adjust the naming convention for.In the Document Version Naming Convention pop-up window, click
.Next, use the rule drop-down menu to choose Doc ID, Doc Version, or Doc Version Date.
Continue adding any of the other naming conventions by selecting the Add rule button and repeating the steps.
Click
to apply the naming convention to the current Document type, or click 
to apply it to all.
NOTE: These choices apply only to documents moving forward from the date of implementing Document Version Naming Change Convention. This setting is not retroactive.