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Setting up File Name Transformation

It may be necessary to translate certain characters before transfer a file or email to the repository. DMS by Simova has a default function for translating characters in the file name or the email subject.

Activate file name transformation

The following steps need to be completed to configure the file name transformation.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action General.
  3. Execute the action Open File Name Transformation in the ribbon bar.
  4. Activate the checkbox Transform File Name.
  5. Enter the Old Value and the New Value into which it is to be translated in the Transformation list.

Info

The New Value has to be left blank and the Old Value has to be entered if certain characters are to be deleted.

Activate email subject transformation

The following steps need to be completed to configure the email subject transformation.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action General.
  3. Execute the action Open File Name Transformation in the ribbon bar.
  4. Activate the checkbox Transform Email Subject.
  5. Enter the Old Value and the New Value into which it is to be translated in the Transformation list.

Info

The New Value has to be left blank and the Old Value has to be entered if certain characters are to be deleted.