Allow changing real file name during Copy To
Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.
Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.
Currently, the cumbersome workaround is to download the document, rename the document, then store it again, filling out the index fields that may only need a couple of minor changes.
Thank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Naz Ziabakhsh commented
Hi,
any updates on this?! or any alternative solutions?
Thank you. -
Jon Weston commented
a lot of users don't understand why the document name index field is not actually the document name and is unaffected by DocuWare's "Rename" function. this would be a very sensible thing to fix
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Jon Weston commented
Being able to change the base document name at any time would be great, not just during a Copy To operation. Users are confused when the Document Name field gets updated but then when they open the document (in Word or Excel) that old name is still there. Rename should actually rename the document.