Templates & Metadata
Update Your Project Naming Scheme Preferences
Navigate to Project Manager
In the hubsite homepage, click the Project Manager tab.
Select the Project
In the Projects view, hover over the row of the Project form you wish to manage the naming schemes for
and click the grey circle to open up the project provisioning panel. You can use the Filters panel to find
your projects more easily.
Manage Naming Schemes
In the project provisioning page, click the Manage Naming Schemes text.
Naming Scheme Preferences
In this panel you can add and set your projects naming schemes. Each project must have a
default scheme, but you can select additional schemes to be used for validation and metadata
extraction when uploading Internal or Received documents.
Save Changes
When you have made your preference changes, click the Update button to save.
The project may require provisioning for updates to take effect!
Submit a request – Atvero (zendesk.com)
You have now successfully updated your project Naming Scheme preferences!