How to adjust the export file name?

This feature allows users to create personalized and meaningful export file names that reflect key information about the content or the related employee profile. By customizing file names, you can improve clarity and traceability.

If you’d like to enable file name customization, please contact your Account Manager for assistance.

Available Tokens for Custom File Names

You can use the following employee profile field types as tokens when customizing file names:

  • First Name, Last Name

  • Single Text

  • Date

  • Identifier

  • Lookup

  • Single Selection

  • Number

  • Email

  • SSN

File Name Rules

Custom file names can include:

  • The above-mentioned tokens

  • Uppercase and lowercase letters

  • Numbers

  • Symbols and special characters

Note: The maximum file name length is 255 characters.