Naming Standards Settings

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

Access Naming Standards Settings

Click Files.
Click the Settings drop-down.
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 Table

All created naming standards are listed in a table:

Name: Name of the naming standard.
Description: Description for naming standard.
Created by: Member who creates the naming standard with their company name underneath.
Created on: The date and time the naming standard was created.
Naming convention: The names of the attributes which make up the naming convention.
Related attributes: The names of the related attributes.
Applied to folders: Allows you to select and update the folders that the naming standard is applied to. See below.

3. Applied Folders

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

Click View and edit to view and update the folders the naming standard is applied to. If it's not applied to any folders, click Select folders to make your initial selection. See Apply Naming Standard to Folders for more details.

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

Edit: Edit the name, description, naming convention, and related attributes. See Edit Naming Standards for more details
Create a copy:
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 which contain files. The naming standard will be deleted but not the attributes associated to the naming standard.

5. Holding Area Settings

Below the table, you can enable or disable the holding area for all naming standards. When enabled, the holding area stores files which don't conform to any of the naming standards applied to folders.

See Enable and Work with Holding Area for more details.