Edit Naming Standards

Once you have created a naming standard in Autodesk Docs, you can edit the:

• Naming convention attributes: These are required attributes which dictate how the file is named.
• Related attributes: These are optional attributes which detail more about status, revision, and classification of files.

Edit Naming Standard Prerequisites

You can add, remove, or reorder attributes in a naming standard if there are no files in any applied folders.

You can edit attributes if there are no files in any of the applied folders for naming standards which use the attributes.

If files exist in the applied folders, you can always remove these files, make your changes, then add the files back into the folders. Alternatively, you can remove all folders from the naming standard, make your changes, then select and apply the same folders again.

• Edit Naming Convention and Related Attributes
  • Edit Naming Convention Attributes
  • Add or Remove Naming Convention Attributes
• Related Attributes
  • Edit Related Attributes
  • Add or Remove Related Attributes
• Reference Copies

Edit Naming Convention and Related Attributes

To edit the naming convention and related attributes:

1. Click the Files tool in Autodesk Docs.

2. Click the Settings drop-down.

3. Click Naming Standards.

4. Click the More menu of the naming standard that you want to edit.

5. Click Edit.

   

   Note: You can also edit the Name and Description of the naming standard.

Edit Naming Convention Attributes

The naming convention determines the attributes that collectively form the file name. To edit the naming convention attribute details:

1. Click Edit next to the attribute details label.

   

   Note: If Edit is disabled and the naming standard applied folders don't contain files, this means that the attribute is part of other naming standards which are applied to folders which contain files.

   Hover the info icon to see which naming standards also use the attribute:

   

   You can edit the Name and Description of all attributes in the naming convention. You can also edit drop-down and text field attributes as follows:

   • Drop-down attributes: You can also add, edit, and reorder attribute values.

   • Text field attributes: You can also edit the following character settings:

   • Character length: Select from Any, Fixed, or Range.

     • Any: Allows members to enter a maximum 255 characters as a value
     • Fixed: Fix the value length to be an exact number between 1 to 50 characters
     • Range: Select a value ranging from 1 to 50 characters

   • Character type: Select from Alphanumeric, Text, or Numeric

Add or Remove Naming Convention Attributes

You can remove or add attributes in the naming convention.

1. Click Select attributes in the naming convention section.

2. Select the desired attributes and deselect any you no longer require.

   Note: You can also hover over the tab name and click to remove the attribute.

   

   Note: The Classification attribute can only be used with the related attributes. You also can't add system attributes.

   If the attribute doesn't exist yet, click Create attribute. See Create Custom Attributes help section for full details about creating attributes.

3. Click to drag and reorder the attributes as required.

4. Click the Delimiter menu to choose which character to use for the delimiter of the naming convention:

   • Hyphen

   • Underscore

   • Point

     

   Note: You can't update the delimiter when files exist in the applied folders. However, you can always deselect those applied folders before updating the delimiter.

5. After you've defined the naming convention and delimiter, click Save to save your changes or continue scrolling to edit the related attributes.

Related Attributes

Related attributes provide information about the file's presence in the system. Attributes include:

• Status

• Revision

• Classification

  

Edit Related Attributes

Related attributes can be edited as long as there aren't any files in folders applied with a naming standard which use those attributes. You can edit details like the name and description, and also details specific to the attributes such as the:

• Character type
• Required characters
• Codes
• Classification system: You can choose previous and newer releases of NBS Uniclass Classifications.

To change the attribute details, select the tab of the relevant attribute and click Edit next to the attribute details label.

Add or Remove Related Attributes

Related attributes can also be added, removed, or reordered.

1. Click the relevant attribute tab.

2. Hover over the tab name and click to remove the attribute.

3. If necessary, click Select attributes in the related attributes section.

4. Select the desired attributes and deselect any you no longer require.

   Note: You can't add system attributes.

   If the attribute doesn't exist yet, click Create attribute. See Create Custom Attributes help section for full details about creating attributes.

5. Hover over the tab and click to drag and reorder the attributes.

6. Click Save to save your changes.