The Renaming Tool allows users to automatically rename deals, documents, and tasks based on predefined rules.
Renaming rules are not user specific, they apply to the entire organisation.
Setting Up a Deal Renaming Rule
Navigate to:
Settings → Process → Renaming Tool
Click Add New.
To avoid rule clashes, there should be no more than five renaming rules in any organisation:
Document upload rule
Document create from template rule
Deal create rule
Deal status change renaming rule
Task create renaming rule
Renaming documents
Rule Name
Enter a name for the renaming rule for easier recognition in the list of rules.
Type
This is where you select Document as the rule type.
Event
Choose when the renaming rule should apply:
Upload — applies when documents are uploaded via file upload option
Merge — applies when are created from document templates (e.g. compliance documents)
Pattern
This is where you define the naming structure for the deal.
Click on the drop down menu* to select available placeholders from the list
Set custom date and time option if selected
Add custom text if required anywhere in the pattern field
The Preview section will display an example of the final deal name.
* This is what appears when a naming pattern is created by clicking on a drop down:
Renaming deals
Rule Name
Enter a name for the renaming rule.
Type
This is where you select Deal as the rule type.
Event
This is where you choose when the renaming rule should apply:
Create — applies to newly created deals (this should be a primary option)
Status Change — applies when an existing deal changes status (use this one sparingly, it will take effect on every status change)
Pattern
This is where you define the naming structure for the deal.
Click on the drop down menu to select available placeholders from the list
Set custom date and time option if selected
Add custom text if required
The Preview section will display an example of the final deal name.
Renaming tasks
Rule Name
Enter a name for the renaming rule.
Type
Select Task as the rule type.
Event
Choose Create to determine when the renaming rule should apply.
Pattern
This is where you define the naming structure for the deal.
Click on the drop down menu to select available placeholders from the list
Set custom date and time option if selected
Add custom text if required
The Preview section will display an example of the final deal name.
In this video see how to create a document upload renaming rule and the example of its use: