Configure your corporate documents in Drive to meet your organizational guidelines with Naming Conventions set automaticallythrough Powertools Workflows.
Users aren’t going to do it themselves
Now you can take naming documents out of their hands using easy to fill-in forms or metadata applied while adding a document to a folder.
*Tip* add automated naming conventions as a step at the end of other business processes running through Powertools Workflows to aggregate complex or confusing tasks into easy to execute and repeatable processes
Read the Naming Convention above as: Invoice Name_Customer Name_ Date
Need that document approved or processed?
Use other Powertools Workflow tasks like:
- Set Status
- Send Email
- Set Tag
- Conditional Gateway
- Parallel Gateway
- Much more…