Naming Box

The cornerstone of the Go Pperless module is the Naming Box. It is used to set the name and location of a document and is used by the different options that add a document.

You can preset a number of naming options, which will change the document name area. This is done in the System:Settings GoPaperless options:

In each option below, we will show the settings and their effect.

Option #A1

Sets

This option (default) allows you to select the folder and enter a name.

Option #A2

Sets

This option allows you to predefine a name.

Note that these options can be combined with the rest of the options.

 

Option #B1

Sets

This option allows you to tell the system to include the date as part of the document name.

Option #B2

Sets

This option also includes the date, but makes it so the documents are sorted by the date when listed.

 

Option #C1

Sets

This option includes a party as a subfolder.

Option #C2

Sets

This option allows the inclusion of a party in the document name.

Option #C - Manual

Both options C1 and C2 have a manual mode, which provides for the space to enter the partys' name, but which will not provide the list of parties in the case. This option performs much faster than the normal mode.

 

Next: Scanning