Validate, Upload, and Rename Files in Applied Folders

Files uploaded to a folder with a naming standard applied must conform to that naming standard to display in the folder.

Uploaded files are listed in the naming validator along with naming convention and related attributes to check if the files conform with the naming standard. The required naming convention attribute values are taken from the file name.

Members can choose to rename the nonconforming files so when these are uploaded, they will display in the relevant folder.

If the holding area is enabled, members can instead choose to continue to upload nonconforming files. These files will be stored in the holding area and won't display in the folder. Those members or project administrators need to rename the files in the holding area so they display in the relevant folder.

If the holding area is not enabled, members can't upload nonconforming files from the naming validator. They will need to rename all nonconforming files in the validator before uploading.

• Upload Files to Folders with Naming Standard Applied
• File Name Validator
• Add Files
• Remove Files
• Rename Files
  • Manually rename files
  • Bulk rename files

Upload Files to Folders with Naming Standard Applied

To upload files to a folder with the naming standard applied:

1. Click Files.

2. Locate the folder with the naming standard applied.

   Tip: Folders with a naming standard applied are indicated with an icon .

3. Click Upload files and select the relevant files. You can also drag files onto the upload area.

The file name validator will now open.

File Name Validator

A banner in the validator details the number of files with naming errors. The specific naming convention attributes which have errors are also highlighted. You can also edit the related attributes fields.

You can add and remove files and rename nonconforming files. If the holding area is enabled, you can choose to click Upload without renaming any files. Nonconforming files will move to the holding area where the member who uploaded it or a project administrator needs to rename the files so they appear in the relevant folder.

Add Files

If the naming validator is open and you want to upload more files to the same folder, click Add files in the bottom left. When you add you files, these will display in the validator as either conforming or not conforming with the naming standard.

Remove Files

There are several ways to remove individual, multiple, or all files from the naming validator and the upload process.

• Individual files: Click the X at the far right of the relevant file.

• Multiple files: Select the relevant files. Click the Remove (x) button. x details the number of files selected. For example:

  

• All files: You can remove all files by doing one of the following:

  • Click X at the top right of the validator
  • Click Remove all
  • Click Cancel

Rename Files

You can rename nonconforming files either manually or in bulk.

Manually rename files

Click the fields highlighted in red for each file and correct the entries. When all fields for a file conform with the naming standard, the error icon will stop displaying.

Bulk rename files

You can select multiple or all files and rename them in bulk by applying the same values to attributes in the File name and Related attributes tabs. You can also add the same value to the Number attribute, and any text field attributes with numeric character types, or choose to sequence their values using an incremental number.

1. Click Rename all, or select multiple files and click Rename (x).

The rename panel will open. This is split into tabs:

• File name: Shows all the file name attributes fields
• Related attributes Shows the related attributes fields which may include Status, Revision, Classification.

The Preview shows the first couple of file names in the validator. As you enter values, the preview will update to reflect the changes.

2. Enter values for the relevant fields which you want to apply to all selected files.

For the Number attribute and text field attributes with numeric character types select:

• Same number to enter a number which applies to all files.
• Sequence number to automatically number your files incrementally based on the values you enter.

If you select Sequence number you need to enter a:

• Start number: A positive number up to the maximum Character length of the attribute.
• Incremental number: A number up to the maximum Character length of the attribute. This can include negative or decimal numbers. A minus symbol or decimal point counts as a character.

If your start number and incremental number are calculated to exceed the maximum Character length of the attribute when applied, you will need to reduce the incremental number.

When you have enter a Start number and Incremental number you can check the preview.

3. When you have entered all the relevant values in the File name and Related attributes tabs, click Rename and validate.

If there are any values which don't conform to the naming standard then those fields will highlight in red in the validator. Correct these errors as required.

4. When you have completed the renaming process, click the button to finish.

• If you are uploading files, click Upload.
• Click Copy, Restore, **Move, or Rename as appropriate if you are completing one of those actions and not uploading files.
• Click Save if you are renaming files from the holding area.