How to Configure Renaming Rules
You can build your file naming logic by combining dynamic data (like Order ID) with custom text.
1. Using Dynamic Tags (Options)
The system provides several preset variables, such as Order ID, Customer ID, Date, and Product Handle.
Action: Click and drag any of the available Options pills and drop them into the Rename Rule field below.
Result: The system will automatically replace these tags with the actual data associated with the order when the file is saved.
2. Adding Custom Text
If you need to include static text in every filename (e.g., your company name or a specific department code):
Action: Type your desired text into the Add custom option input field and click Add.
Result: This text block becomes a draggable tag that you can place anywhere within your Rename Rule.
3. Setting the Separator
You can define how the different parts of the filename are separated.
Default: The system defaults to a hyphen (
-).Customization: You can change this in the Separator input field (e.g., use an underscore
_or a specific code).
Previewing Your Rule
As you arrange the tags and text in the Rename Rule box, the Current format text at the bottom of the card will update in real-time. This shows you exactly how the final filename structure will look (e.g., [Order ID]-[original-name]).
Example Use Case
If you want to organize files by the date they were received and the customer's Order ID, you could arrange your rule as follows:
[Date] - [Order ID] - [Original Name]
Outcome: When you download the file from the Order Details page, a file originally named photo.jpg will automatically download as 2023-10-25-1001-photo.jpg.