Naming Files Automatically - Calyx Point 7 User Manual

Naming files automatically

Use the Auto File Naming option to enable Auto File Naming and to specify the
parameters that Point will use when Auto File Naming is enabled. Assigning automatic
names to files prevents the accidental overwriting of filenames. You can specify different
parameters for borrower and prospect files.
The interface to set auto file naming for prospects and borrowers is the same. Borrower is
used to illustrate the process in the following example:
Select Utilities > Auto File Naming > Borrower.
1
The
Select the
2
To include a custom prefix in your file names, select the
3
enter a numeric prefix of up to 10 characters.
Specify the date settings.
4
a
b
Point User Guide
You must enable Auto File Naming to import a batch of files into Point.
Borrower Auto File Naming
Enable Auto File Naming
To use the date or partial date in your file name, select the corresponding check
Year Month
box for , , and
1-digit 2-digit
Select , , or
For Auto File Naming to function properly, the prefix must be numeric
and the 2-digit option must be selected for the month parameter.
Requirement
dialog box is displayed.
check box.
Day
.
4-digit
to specify the format for the year and month.
Requirement
Naming files automatically
Use Prefix
check box and
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