Naming Standards Settings

Project administrators can access, create, and manage naming standards from Settings in the Files tool.

Access Naming Standards Settings

  1. Click Files.

  2. Click Settings.

  3. Hover over Compliance.

  4. Click Naming standards

    If there are no naming standards created yet, you'll see a message informing you that There are no naming standards yet. If naming standards are already created, these are displayed in a table.



1. Create Naming Standard Button

Project administrators can create naming standards either from scratch, using the ISO 19650 template, or by importing an XLSX file. See Create Naming Standards for more details.

2. Naming Standards List

All created naming standards are listed in a table:

Column Description
Name Name of the naming standard.
Description Description for the naming standard.
Created by Name of the project administrator who created the naming standard, with their company name underneath.
Created on The date and time the naming standard was created.
Naming convention The attributes that make up the naming convention.
Related attributes The related attributes for the naming standard.
Applied to folders Select and update the folders the naming standard is applied to. See below for more details.

3. Applied Folders

The Applied to folders column allows you to update the folder selection for naming standards.

4. More Menu Options

Click the More menu next to a naming standard to view the following options:

Option Description
Edit Edit the name, description, naming convention, and related attributes. See Edit Naming Standards for more details.
Create a copy Create a duplicate of the naming standard for further customization.
Export Export a naming standard in XLSX format ready to import to another project. See Import and Export Naming Standards for more details.
Delete Delete a naming standard which isn't applied to folders containing files. The naming standard will be deleted, but the attributes associated with it will remain.

5. Holding Area Setting

Project administrators can access the Holding area left tab to enable or disable the holding area for all naming standards. When turned on, the holding area stores files which don't conform to any of the naming standards applied to folders.

See The File Holding Area for more details.