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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
  • dd.mm.yyyy
  • dd-mm-yyyy
  • dd mm yyyy
  • dd-mmm-yyyy
  • yyyy/mm/dd
  • yyyy.mm.dd
  • yyyy-mm-dd
  • 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
  • mm.dd.yyyy
  • mm-dd-yyyy
  • 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.