When a resume is uploaded to a person record, the name of the file can't be changed. It would be nice to be able to change it or to have it defaulted to a syntax that is common across the company. For example resumes could automatically default to "Firstname_lastname_resume" so that there is a naming standard. This way when we share the resumes with clients there is common naming of the documents.
Richard Meuris
Thank you for being an invested Clockwork User!
We are currently working on a new documents upload module for Person Records. This allows Users to add titles to documents. This will not change the documents file name, but it will display the name entered for the document as the primary name moving forward.
Stay tuned, coming shortly...
The Clockwork Product Team
Attachments Open full size