CaseLines allows you to enter a filename that contains the document date and for that date to be split off from the filename and attributed to the document date field.
The following criteria now applies:
- You can put your date at the beginning or at the end of the filename
- The date must be in the following formats:
- dd mm yyyy
- yyyy mm dd
In addition you also have the option to specify if your dates are going to be in American format ie:
- mm dd yyyy
- If there is a date at the beginning and at the end of the filename, the date at the beginning will be used.
- There is also a custom field on your organisation to decide whether when you upload a document with a date, it will either remove the date that you've used or it will retain that text at the beginning or end of your filename.