Attachment Type - Rename Attachment

Specify the new filename for the attachment. If left blank, the Expression property must be provided.

A Path Expression used to dynamically generate the new attachment name based on folder metadata, extracted data, or other variables. If Name is specified, this property is ignored.

Supported Syntax and Variables

• Path expressions can reference:
  • Folder metadata (e.g., CurrentDocument.ContentTypeName, CurrentDocument.Name)
  • Extracted data fields (e.g., InvoiceNumber, Date)
  • System variables (e.g., DateTime.Now)
  • Custom logic using C# string interpolation or formatting

Examples

• Use the document type and date: $"Invoice_{CurrentDocument.ContentTypeName}_{DateTime.Now:yyyyMMdd}.pdf"
• Use an extracted field: $"Claim_{ClaimNumber}_{Date:yyyy-MM-dd}.pdf"
• Use folder name and a custom suffix: $"{CurrentDocument.Name}_Final.pdf"

Path and Filename Safety

• The resulting filename should not contain invalid path characters. Use helper functions like CleanFileName() if needed: $"Invoice_{CleanFileName(InvoiceNumber)}.pdf"
• If the expression produces a path with directories, only the filename portion will be used for renaming.

Troubleshooting and Best Practices

• Test expressions in the property grid to ensure they produce the expected result.
• If the expression is invalid or references missing data, the command will fail at runtime.
• Use explicit formatting for dates and numbers to ensure consistent filenames.

For more information, see the documentation for Path Expression, Batch Folder, and Data Model.

If set, the renaming operation will only be performed if the folder's content type matches this value. Useful for applying naming conventions to specific document types.