How to Set up Custom File Names on the Document Request Tasks?

This article will show HR admins how they can determine what they want to call a certain document they are requiring their employees to upload through a task.

Start the process by creating  a checklist of your choosing and adding a new Document Request Task following the usual steps, explained here, or by creating an individual task of the same type.  Once you chose "Document Request Task" and fill out the standard information, you will see the File Name Format option. Click on it and enable the side toggle that will appear next to the Custom File Name*. Once you do that, you will have 2 options:

1. Choose the custom file name format - by either typing the predefined file name or dragging suggested tokens and then adding the fixed name before or after. 

2. Allow for the file name to be edited by anyone who can create or complete that document request task by clicking on the checkbox next to that option.

From that moment on, all the documents uploaded to that document request task will be stored appropriately and named as per the default value you choose - if the edit option is not enabled. 

This is how the final result looks:

*Please note that if you enable this toggle, you have to set up predefined name value. If you only enable file editing (option 2), employee's documents won't have a proper name unless they edit it. 

Note: Please bear in mind that this will take effect on newly created and assigned tasks only, not the ones that were already in place.