Updating A Projects Naming Scheme

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.

Finish

You have now successfully updated your project Naming Scheme preferences!